The history and future of AI at Google, with Sundar Pichai

The history and future of AI at Google, with Sundar Pichai – Cheeky Pint

Market views

Bullish

GOOGL— Google is massively scaling AI infrastructure with $175-185B CapEx in 2026, has vertical integration advantages with TPUs, and multiple AI-driven growth vectors across Search, Cloud, and Waymo.
WAYMO— Waymo is scaling rapidly with Google increasing investment when others got pessimistic, and will have 40 million Americans with access to service soon.
INFRA— Massive infrastructure buildout underway with supply constraints driving innovation and efficiency gains, creating opportunities for infrastructure plays.
MEMORY— Memory is the most critical constraint in AI development, with severe shortages that will drive pricing and innovation in memory companies.

Not investment advice.