Vahdat: AI hardware supply will lag behind demand in short term
Amin Vahdat · Building the Real-World Infrastructure for AI, with Google, Cisco & a16z · Oct 29, 2025 · at 5:03
Amin Vahdat is VP and GM of AI and Infrastructure at Google. He details physical constraints including electrical power, land acquisition, permitting, and supply chains that delay data center deployments.
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“So one worry I have is that the supply isn't actually going to catch up to the demand as quickly as we'd all like.”
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