
Google executives reiterate: The focus of AI investment is on infrastructure

Google executive Eunice Huang stated that the company's artificial intelligence investments are primarily focused on technological infrastructure, emphasizing that the risks of underinvestment are greater than those of overinvestment. Alphabet has committed to investing approximately $75 billion in building data centers. Major tech companies such as Amazon, Microsoft, and Meta are also continuously increasing their AI investments, despite investors expressing concerns about U.S. tariffs and their impact on the global economy
According to reports, Eunice Huang, Head of AI and Emerging Technology Policy for Google in the Asia-Pacific region, stated that Google's investments in artificial intelligence are primarily focused on technological infrastructure. The report added that Eunice Huang said, "As our CEO has mentioned, the risk of under-investment in this transformative technology at its early stage far outweighs the risk of over-investment."
In April, Alphabet CEO Sundar Pichai reiterated the company's commitment to invest approximately $75 billion in building data center infrastructure.
Recently, major tech companies have indicated they will continue to invest in AI development. Among them, Meta has stated that its multi-billion dollar AI investment plan announced at the beginning of the year is still on track. Meanwhile, recent corporate transactions also indicate that investments are still ongoing. For example, Amazon plans to invest $10 billion in North Carolina to expand its data center facilities to support the development of AI and cloud computing technologies.
The world's largest tech companies—including Amazon, Alphabet, Microsoft, and Meta—are still heavily investing in the field of artificial intelligence, alleviating concerns about whether funding will continue to flow to those primarily focused on AI infrastructure.
These remarks come at a time when investors are worried about the impact of U.S. tariffs. Of course, if the trade war escalates again and raises concerns that a slowdown in global economic growth will lead companies to reduce their investments in AI, investor confidence in AI may be shaken once more