Google Exec Responds to AI Bubble Concerns: The Tech Shift Is Real

Amin Vahdat, Google's SVP for AI and Infrastructure, says the tech shift and market demand from AI are real, so the company's investment makes sense. He notes that several Google services with over a billion daily users benefit from AI, and Search has seen big changes in the last 12-18 months, with 18% growth last quarter.

Vahdat points to Google Cloud's growth and global TPU/GPU infrastructure as proof of real demand. He compares AI to the internet 25 years ago, saying even if there's a bubble, the long-term trend is real. He concludes that AI's transformation and opportunities are changing the world, bubble or not.