Alphabet CEO Sundar Pichai Says AI Capacity Is What 'Keeps Us Up At Night' As Power, Land And Supply Chain Limits Test Growth

On Wednesday, during Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) fourth-quarter earnings call, CEO Sundar Pichai said meeting surging AI demand has become the company's biggest near-term challenge. AI Demand Is Rising Faster Than Capacity Responding to an analyst question about what concerns leadership most at this stage of Google's evolution, Pichai said the company's long-standing "AI-first" strategy is now colliding with real-world constraints. "What keeps us up at night… We've been on this AI-first ...