Google, every mention
42 scenes (2026), the whole family · ← back to Google
tap a year for its mentions
every year 2026 anyone Shayle Kann 82Jeremy Eliahu-Ontiveros 32Brad Langley 19Emily Kirsch 12Amin Vahdat 11Astrid Atkinson 8Stephen Lacey 7Nat Bullard 7Brian Janous 7Varun Sivaram 6
Verbatim, from the transcripts: the passages where Google comes up
What comes after the data center backlash?
- ▶ 10:45 Brian Janous Something we, we have to navigate as a, as an early stage developer that, you know, you wouldn't if you're Google or Microsoft.
- ▶ 12:02 Shayle Kann And there's a playbook now that the good developers of data centers, whether it be the peer developers like you guys or, or some of the hyperscalers, I think Google maybe is the, the best at this, have a playbook where you address all of…
When will quantum computing have its breakout moment?
- ▶ 1:05 Shayle Kann One, for example, is that Google ran an algorithm on its willow chip about 13,000 times faster than a classical supercomputer, and they called it the first verifiable quantum advantage. 2 times in the scene
- ▶ 31:24 Shayle Kann Like Google, I mean, you could tell me, is this a meaningful announcement? 2 times in the scene
Inside the AI power wars
- ▶ 0:27 Shayle Kann You know about Google's CPUs, you know about Tranium coming from Amazon, you know what Microsoft and Meta are doing, you probably know about the partnerships NVIDIA has set up.
- ▶ 4:45 Jeremy Eliahu-Ontiveros Generally speaking, I think it's fair to say that Google is the most sophisticated company. 7 times in the scene
- ▶ 9:49 Jeremy Eliahu-Ontiveros Uh, they used to be, I think, much more first, first party, uh, where they basically just had Google search, but now they also have Google Cloud.
- ▶ 9:49 Jeremy Eliahu-Ontiveros Uh, they used to be, I think, much more first, first party, uh, where they basically just had Google search, but now they also have Google Cloud.
- ▶ 14:46 Jeremy Eliahu-Ontiveros That's the size of Google today. 2 times in the scene
- ▶ 19:29 Jeremy Eliahu-Ontiveros And the Silicon Walls are fascinating, and Google stroke first, uh, surprising. 13 times in the scene
- ▶ 19:55 Jeremy Eliahu-Ontiveros Um, I, I think they understood very well that when, uh, when their biggest customer is Anthropic, and that customer is basically becoming bigger than Google from a gigawatt perspective, uh, there's just no way they're going to be always…
- ▶ 25:12 Jeremy Eliahu-Ontiveros And again, like I go back to what I said earlier, that's essentially what Google sold for by providing their balance sheet as support. 2 times in the scene
- ▶ 25:30 Jeremy Eliahu-Ontiveros So you, you would see Tranium take, take more share, TPUs take more share, Nvidia share go down just as a function of deploying more capital, uh, to get that power secured and, you know, power is revenue, right?
- ▶ 31:06 Jeremy Eliahu-Ontiveros Uh, now I would say the two companies that have avoided this to some extent so far are Amazon and Google, uh, because they are the most aggressive, uh, in putting deposits to every single utility in the U.S., right? 4 times in the scene
- ▶ 37:20 Shayle Kann Clearly you have Google, Google acquired Intersect. 4 times in the scene
- ▶ 40:32 Shayle Kann Uh, Meta, Google, Amazon have all made pretty big announcements, reasonably sized investments into different, uh, nuclear reactor technology companies, into projects. 2 times in the scene
How data centers are complicating transmission expansion
- ▶ 24:42 Shayle Kann Google or Meta or Microsoft or whoever it is, sign this ratepayer protection pledge.
Building inference data centers on the high seas
- ▶ 42:59 Garth Sheldon-Coulson Um, but we're not going to be the thing for like that result at the top of google.com or something that's like driving a self-driving car.
Inside the global fertilizer crunch
- ▶ 10:54 Josh Linville Well, according to Google, about a quarter of their population is tied to ag.
Inside Google’s massive AI capex (live)
- ▶ 1:56 Shayle Kann Amin is the chief technologist for AI infrastructure at Google. 4 times in the scene
- ▶ 4:44 Amin Vahdat I remember when Google announced its first data center in Oregon, the Dallas. 4 times in the scene
- ▶ 8:18 Amin Vahdat So probably, I mean, the analogy I would use is, uh, from Google's early days, uh, with web search. 2 times in the scene
- ▶ 9:15 Amin Vahdat In general, for let's say maps or search or ads, that's not true.
- ▶ 14:02 Amin Vahdat I would say there's actually the co-design there with our customers at Google has been one of our, uh, sources of significant efficiency.
- ▶ 14:53 Amin Vahdat What I'll say though before going down that path is that we would actually, at Google, prefer grid connected capacity. 2 times in the scene
- ▶ 23:03 Shayle Kann Is there an extent to which you are sort of uniquely capable of executing on this in the sense that Google is certainly the most vertically integrated player. 3 times in the scene
- ▶ 23:11 Shayle Kann You're from the TPUs through the cloud service, you have Gemini, you're running your own workloads and so on. 2 times in the scene
- ▶ 24:15 Amin Vahdat We co-design them with the DeepMind team that builds Gemini models.
- ▶ 35:57 Shayle Kann I don't know if this is still true within, within Google's data centers, but you solve for that by basically blank workloads to, to try to make it smooth.
- ▶ 36:30 Shayle Kann Amin Vedat is the chief technologist for AI infrastructure at Google.
The rise of flexible data centers
- ▶ 10:21 Varun Sivaram Earlier this week, Google announced its flex and priority inference tiers. 2 times in the scene
- ▶ 12:32 Varun Sivaram You might own a Nest thermostat and be enrolled in a smart thermostat program, and they will pay you if you are willing to reduce your consumption.
- ▶ 14:37 Shayle Kann I saw that Gemini announcement as well, and that's cool to see Google doing that. 3 times in the scene
- ▶ 24:16 Varun Sivaram You know, Google, when they announced their flex and priority inference tiers yesterday, they cited cases like background CRM updates, large-scale research simulations, agentic workflows, where a model is browsing your thinking in the… 2 times in the scene
AI scaling pathways: on grid, on edge, off grid, off planet
- ▶ 4:01 Shayle Kann My guest is gonna be Amin Vahat, who's Google's chief technologist for AI infrastructure, so obviously relevant to this conversation as well.
- ▶ 21:37 Shayle Kann That's, in some ways, it's sort of a legacy of the cloud business, where AWS and Azure, um, and, and Google basically promised in their SLAs to their customers that they would be able to offer really high uptime, and so they have this, you…
- ▶ 33:21 Jake Elder Yeah, I mean, you know, in a hyperscale data center today, right, like there's a meta engineer or a Google engineer that is going to replace every CPU or GPU as it breaks more or less in real time and in space, if it breaks, at least…
- ▶ 40:08 Jake Elder And I do think we'll see a couple, you know, efforts to really build out some infrastructure in space, and we know SpaceX and Google in particular are going to take their shot there.
PJM and ERCOT navigate a capacity rollercoaster
- ▶ 16:23 Shayle Kann Or is it like, uh, you know, Meta or Google or whoever will, through this emergency auction, sign up a gigawatt, there will be a gigawatt of new capacity, and that's not going to be considered in the broader PJM capacity market?
A ‘rain delay’ for the energy transition [partner content]
- ▶ 4:44 Tom Burton Maybe the highest quality companies come out of this in the same way that, you know, the Googles of the world came out of the internet darkness, you know, if that makes some sense.
How AI is changing weather forecasting
- ▶ 3:49 Shayle Kann He's a senior director at Google DeepMind, where he is leveraging the big brain inside the DeepMind 2 times in the scene
- ▶ 45:13 Shayle Kann Peter Battaglia is the Senior Director of Research at Google DeepMind's Sustainability Program.