Even Google is experiencing a lack of computing power! Google has created a small, high-power executive council (Cloud, DeepMind, Search/Ads, finance) to ration scarce internal compute, because demand for chips now far exceeds supply and is causing real turf fights across divisions. Even with Alphabet planning roughly $91–$93B in capex this year, capacity can’t ramp instantly (data centers + chip lead times), so the council is forced into constant trade-offs between Cloud revenue growth, keeping core products running at massive scale, and staying competitive in the AI model race.