During a recent earnings call, Alphabet CFO Anat Ashkenazi highlighted that the AI infrastructure across the industry is currently capacity constrained. He noted that Alphabet ended the previous year with more demand than supply, attributing this to the efforts of their cloud team in delivering high-quality products and services. Ashkenazi also revealed a capital expenditure plan of $75 billion for 2025, marking a 50% increase from the $50 billion allocated in 2024. A significant portion of this budget, estimated between $16 billion and $18 billion, will be directed towards servers and data centers, with about half of the AI compute resources expected to support the cloud business. Additionally, he addressed concerns regarding Alphabet's pace of market adoption, stating that having innovative technologies is not enough if they are not delivered to users promptly. He emphasized the need for continuous improvement in efficiency to drive user adoption and market success.