Overview
- Sundar Pichai described the AI investment surge as an extraordinary moment with elements of irrationality, comparing it to early internet excess.
- He urged users not to blindly trust AI outputs, saying state‑of‑the‑art systems remain prone to errors and should be used alongside other tools.
- Alphabet will begin training AI models in Britain following a £5 billion pledge for UK data infrastructure and DeepMind research.
- Pichai said AI’s immense energy demands will delay Alphabet’s net‑zero timetable as the company scales computing power.
- Alphabet shares are up about 46% this year as institutions like the IMF and Bank of England flag bubble risk, and Pichai argued Google’s full‑stack approach improves resilience.