Google pours $90 billion into AI infrastructure development, with stock prices skyrocketing 114% in a year.

Google CEO Sundar Pichai ( stated in a recent interview that the company's capital expenditures on AI infrastructure have soared from less than $30 billion four years ago to over $90 billion today, aiming to become a major driving force in global AI infrastructure. Looking ahead, Google wants to evolve AI from a tool to an agent, while advancing quantum computing, autonomous driving technology, and new energy layouts to create a long-term AI ecosystem. Currently, Google's stock price has risen 114% year-to-date.

It is necessary to spend money to support AI development, having invested over 90 billion dollars.

Pichai stated that Google is making a massive investment in AI infrastructure. Four years ago, Google's annual capital expenditure was less than $30 billion, and now it has risen to over $90 billion, with the goal of building the supercomputing power and hardware environment needed to support AI.

He emphasized that the total investment in the entire industry has already surpassed 1 trillion dollars, and Google is one of the key driving forces behind it.

The company's strategy is AI-focused, with related services in high demand.

He mentioned that Google launched its “AI First” strategy years ago, positioning AI as the center of the entire company's operations, rather than a single product feature. From basic hardware and AI research to platforms like Search, YouTube, and Android, AI technology has been integrated throughout.

Pichai emphasized that both users and businesses are currently adopting these AI services, with demand being real and quite strong, to the extent that Google's supply capability is unable to keep up with market demand.

Continuously expanding data centers while simultaneously rolling out energy layout.

In response to the massive energy demands brought about by AI, Pichai stated that Google is expanding its data centers globally while simultaneously investing in new types of energy, including nuclear fusion, small nuclear reactors, geothermal, solar, and batteries.

He specifically mentioned the new data center in Waltham Cross, UK, aiming to achieve a 95% reduction in carbon emissions by 2026. At the same time, Google has also committed to complying with copyright laws in various countries and will not casually use others' content to train AI, allowing content owners to refuse. In the future, if any revenue is generated from related content, Google will also adopt a feedback model similar to YouTube's profit-sharing.

AI not only answers questions but also needs to move towards the agency era.

In the future vision, Pichai believes that AI is moving towards a new stage. Within the next 12 months, AI will no longer just be used for chatting or answering questions, but will be able to perform more complex tasks for people, such as procurement, providing decision-making assistance, and even organizing cost-benefit analyses in the medical field. This represents a new direction for AI tools evolving into AI agents.

From a longer-term perspective, professions such as doctors and teachers will still exist, but those who are truly competitive will be the ones who understand how to use AI. He also pointed out that scientific breakthroughs like AlphaFold will continue to emerge, significantly accelerating the research process.

The diagram shows a dynamic illustration of AlphaFold protein structure prediction.

)Note: AlphaFold is an AI system developed by Google DeepMind, a subsidiary of Alphabet, specifically designed to predict the three-dimensional structure of proteins. It utilizes deep learning and attention mechanisms to accurately predict how proteins fold into stable structures based on their amino acid sequences. This technology addresses a long-standing challenge in the biological community and can significantly reduce the time and cost associated with protein structure research. (

In the fields of quantum computing, autonomous driving, and energy, Google is fully prepared to move forward.

Pichai pointed out that Google's quantum computing development is at the forefront globally, and the current progress is akin to the initial stage of AI five years ago. It is expected that within the next five years, it will enter a period of rapid growth, helping humanity gain a deeper understanding of natural operations and conduct complex system simulations, bringing substantial benefits to society.

He also mentioned that Google's self-driving technology has shown significant safety results, and in the future, it will continue to expand its deployment scale to reduce traffic accidents and human casualties. At the same time, he believes that the enormous electricity demand brought by AI will instead accelerate the development of energy technologies such as nuclear, geothermal, solar, and batteries, gradually establishing a more sufficient renewable energy foundation.

Finally, Pichai emphasized that Google's core attitude is “both bold and responsible.” While fully advancing AI, Google will also invest more in safety and protective measures, and support this significant transformation of the AI era with a long-term strategy.

Google, which also benefited from the AI wave, saw its stock price soar over 114%.

)Google is becoming Buffett's Q3 new position! The 13F report reveals that Berkshire continues to reduce its holdings in Apple, with cash levels reaching a new high(

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