As Google eyes exponential surge in serving capacity, analyst says we’re entering ‘stage two of AI’ where bottlenecks are physical constraints

fortune.com/2025/11/23/google-ai-data-centers-serving-capacity-contraints-gemini-google-cloud

Google’s AI infrastructure boss warned the company needs to scale up its tech to accommodate a massive influx of users and complex requests being handled by AI products—and it may be a sign that fears of a bubble are overblown.
Amin Vahdat, a VP who leads the global AI and infrastructure…

This story appeared on fortune.com, 2025-11-23 10:03:00.
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