Google Cloud chief reveals the long game: a decade of silicon and the energy battle behind the AI boom

While the world scrambles to adapt to the explosive demand for generative AI, Google Cloud CEO Thomas Kurian says his company isn’t reacting to a trend, but rather executing a strategy set in motion 10 years ago. In a recent panel for Fortune Brainstorm AI, Kurian detailed how Google anticipated the two biggest bottlenecks facing the industry today: the need for specialized silicon, and the looming scarcity of power.

According to Kurian, Google’s preparation began well before the current hype cycle.