New Delhi, 11 December 2025 | Google has appointed longtime executive Amin Vahdat as its new chief technologist for AI infrastructure, according to a report from Semafor citing an internal company memo. This move underscores the tech giant’s escalating investment in the computing backbone required to power modern artificial intelligence systems.
Investment in AI Infrastructure
The appointment comes at a pivotal moment, as Google significantly ramps up spending on data centres and specialised hardware. The company’s capital expenditures are expected to exceed $90 billion by the end of the year, reflecting the growing demands of AI workloads.
Industry Competition
Google, which develops its own tensor processing units (TPUs), is banking on scale and internal innovation to stay competitive in the rapidly intensifying AI race. Tech giants across the industry are fighting for leadership, with compute capacity emerging as the defining advantage.
Future Outlook
Microsoft continues to pour resources into data centres while strengthening its partnership with OpenAI, and Amazon is expanding its custom chip portfolio to bolster AWS. Amid this competition, Google’s appointment of Vahdat signals a renewed push to fortify its position at the forefront of AI infrastructure development.
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