Google CEO Sundar Pichai: AI’s Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products

Google is prioritizing frontier AI research compute over cloud revenue, with demand already outstripping supply into 2027.

• Argon's explosive launch: Gemini 4 Argon hit roughly 25 trillion tokens used in 72 hours, 3x Gemini 3.0's launch pace, with Google now capacity-constrained serving it.
• Compute lead times bite: Pichai says today's compute reflects 2024 planning decisions; a customer asking for 2027 capacity is incredibly difficult to fulfill, confirming sold-out-style timelines others have described.

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