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In a podcast interview, Pichay revealed that Google even rented external computing power for a short period last year to meet the needs of some customers. He said that even if customers now want to get 2027 computing power, it is already extremely difficult for Google to meet demand, and all companies in the industry hope that the scale of the original plan can be doubled. Regarding the new model Gemini 4 Argon, he also talked about commercialization of smart devices, Apple collaboration, and space data centers. Despite acknowledging that supply chain bottlenecks and macroeconomic shocks may lead to excessive construction, he remains confident in long-term computing power demand.

智通財經·10/21/2026 08:33:16
語音播報
In a podcast interview, Pichay revealed that Google even rented external computing power for a short period last year to meet the needs of some customers. He said that even if customers now want to get 2027 computing power, it is already extremely difficult for Google to meet demand, and all companies in the industry hope that the scale of the original plan can be doubled. Regarding the new model Gemini 4 Argon, he also talked about commercialization of smart devices, Apple collaboration, and space data centers. Despite acknowledging that supply chain bottlenecks and macroeconomic shocks may lead to excessive construction, he remains confident in long-term computing power demand.