23 October 2026

Google's Pichai says all AI firms face compute shortages

First reported

Big Technology ran this on 23 October.

Sundar Pichai, Google's chief executive, says every company building AI is short of computing power.
He says Google accepts less short-term cloud revenue in order to put computing into frontier AI development.
Pichai argues that tight limits on computing can push engineers toward more creative algorithm design.

Our read

Only Big Technology among the 30 tracked newsletters covered this story, which follows two earlier Pichai stories in our archive dated 2026-10-21, one on multi-agent AI and smaller models and one on AI self-improvement and safety.

Earlier on this story

Oct 21Google's Pichai defends multi-agent AI and a range of smaller models
Oct 21Google's Pichai and a new paper both address AI self-improvement and safety

Written by Newskeryx from which newsletters covered this story and from our own archive.

How it was covered

Big TechnologyAlex Kantrowitz

Compute shortages, Google Cloud growth, and the tradeoff between cloud profits and frontier research