{"id":993898,"date":"2026-02-19T11:16:38","date_gmt":"2026-02-19T05:46:38","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=993898"},"modified":"2026-02-19T11:16:38","modified_gmt":"2026-02-19T05:46:38","slug":"two-months-after-google-ceo-sundar-pichai-said-ai-investment-boom-has-elements-of-irrationality-he-defends-it-says-i-think-the-investment-makes-sense-given","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/02\/19\/two-months-after-google-ceo-sundar-pichai-said-ai-investment-boom-has-elements-of-irrationality-he-defends-it-says-i-think-the-investment-makes-sense-given\/","title":{"rendered":"Two months after Google CEO Sundar Pichai said AI investment boom has &#8216;elements of irrationality&#8217;, he defends it; says: I think the investment makes sense given\u2026"},"content":{"rendered":"<p>Back in November, Alphabet and Google parent company&#8217;s CEO Sundar Pichai openly flagged &#8220;elements of irrationality&#8221; in the AI investment boom\u2014drawing parallels to the dot-com era and warning that no company, including Google, would be immune if the bubble burst. It was a rare moment of candour from a Big Tech CEO. Two months on, with Alphabet having just committed up to $185 billion in capex for 2026\u2014nearly double what analysts had pencilled in\u2014he&#8217;s back on the front foot, making the case for why the numbers make sense. Speaking on the sidelines of the India AI Impact Summit 2026 in Delhi, Pichai didn&#8217;t shy away from the scale of it. &#8220;This is the Industrial Revolution, but 10 times faster. In fact, larger,&#8221; he told moderator Debjani Ghosh, Distinguished Fellow at NITI Aayog. &#8220;I think the investment makes sense given the progress in the technology we are seeing and the opportunities we see on top of it.&#8221;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Back in November, Alphabet and Google parent company&#8217;s CEO Sundar Pichai openly flagged &#8220;elements of irrationality&#8221; in the AI investment boom\u2014drawing parallels to the dot-com era and warning that no company, including Google, would be immune if the bubble burst. It was a rare moment of candour from a Big Tech CEO. Two months on, with Alphabet having just committed up to $185 billion in capex for 2026\u2014nearly double what analysts had pencilled in\u2014he&#8217;s back on the front foot, making the case for why the numbers make sense. Speaking on the sidelines of the India AI Impact Summit 2026 in [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[87,4,11],"tags":[],"class_list":["post-993898","post","type-post","status-publish","format-standard","hentry","category-it-2-the-times-of-india","category-newspapers","category-the-times-of-india"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/993898","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=993898"}],"version-history":[{"count":0,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/993898\/revisions"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=993898"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=993898"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=993898"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}