Google tells employees it must double capacity every 6 months to meet AI demand

[rcjordan]

https://arstechnica.com/ai/2025/11/google-tells-employees-it-must-double-capacity-every-6-months-to-meet-ai-demand/

[ergophobe]

>> 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.