Big Tech

    As Google eyes exponential surge in serving capacity, analyst says we’re entering ‘stage two of AI’ where bottlenecks are physical constraints

    As Google eyes exponential surge in serving capacity, analyst says we’re entering ‘stage two of AI’ where bottlenecks are physical constraints

    The rush to increase serving capacity may be a sign that there is no AI bubble, said one expert.

    By
    November 23, 2025

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