https://arstechnica.com/ai/2025/11/google-tells-employees-it-must-double-capacity-every-6-months-to-meet-ai-demand/
>> thousandfold increase
In any case, it seems like they will use up
- all available money
- all available chips
- all available electricity
It seems like the only conceivable path to make that work is to double efficiency every 9 months.