“Now we must double every 6 months.... the next 1000x in 4-5 years — Google has to double its AI serving capacity every six months to meet demand, delivering 1,000 times more compute, storage and networking for essentially the same cost, power and energy level.”

Vahdat framed the 1,000x capability increase as necessary within four to five years of November 2025, i.e. by roughly 2030.