[Tenoke]

How is it internal or speculative? Chatgpt is the 5th most poplar website. Gemini is 30th but they have increasing demand and a ton of it isn't on the gemini main site. And that isn't their only external demand of coruse.

[kylecazar]

I think they are referring to the fact that Google has shimmied AI into every one of their products, thus demand surge is the byproduct of decisions made internally. They are themselves electing to send billions of calls daily to their models.

As opposed to external demand, where vastly more compute is needed just to keep up with users torching through Gemini tokens.

Here is the relevant part of the article:

"It’s unclear how much of this “demand” Google mentioned represents organic user interest in AI capabilities versus the company integrating AI features into existing services like Search, Gmail, and Workspace."

[babelfish]

ChatGPT being the #5 website in the world is still indicative of consumer demand, as their only product is AI. Without commenting on the Google shims specifically, AI infrastructure buildouts are not speculative.

[halJordan]

What you're quoting is Ars' pandering and need to placate its peanut gallery. The clique of tech bros hating ai is the exception not the norm.