Google is Short of AI Compute And Delayed an AI Model Release
by Brian Wang from NextBigFuture.com on (#771MB)
Bloomberg reports $GOOG engineers are hitting capacity constraints when they try to use AI internally. At a company guiding $180B to $190B of capex this year. Gemini 3.5 Pro is months behind schedule. Engineers are now required to use AI to write code and there isn't enough compute to go around. Q1 capex was $35.7B, ...