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@rohanpaul_ai

Even Google is reportedly rationing internal AI compute via a small executive council, because chip demand is outpacing supply. The council is described as spanning Cloud, DeepMind, Search and Ads, and finance, and it decides which groups get scarce clusters and when. Alphabet has lifted 2025 capital expenditure guidance to $91B–$93B, but it still faces trade-offs between Cloud revenue growth, keeping core products stable at massive scale, and staying competitive in model development. --- theinformation. com/articles/inside-balancing-act-googles-compute-crunch

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