Amin Vahdat, head of Google's AI infrastructure, stated in a recent interview that the rise of long-range agents is fundamentally changing data center design logic, not only boosting demand for accelerators but also causing a simultaneous "surge" in demand for CPUs, networks, and storage. He revealed that Google must roughly double its service-side token generation capability every six months, primarily through software and model optimization. Google's capital expenditure this year is expected to exceed $200 billion, with most of it allocated to data center construction.