Pichai: no company could have gotten its 2-year-old AI compute bets right

rohanpaul_ai · x · 2026-10-23

On the Sources Podcast with Alex Heath, Google CEO Sundar Pichai said AI labs are living with compute bets made two years ago, when no company could foresee how large AI compute demand would become. "I don't think any company in the world today would sit and tell you they got their decision right two years ago" — a candid take on the massive capex race. Full conversation on the Sources Podcast YouTube channel.

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