An executive working on artificial intelligence infrastructure at Alphabet (GOOG) (GOOGL) recently told employees the company needs to double its compute capacity every six months to meet demand, CNBC ...

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While AI bubble talk fills the air these days, with fears of overinvestment that could pop at any time, something of a contradiction is brewing on the ground: Companies like Google and OpenAI can ...

Walk into any major tech conference today and a familiar theme emerges: people celebrate new artificial intelligence (AI) milestones, but the discussion quickly shifts to the same constraint, compute.