Day 2 – April 23, 2026
The trillion-dollar machine: Inside the race to build the world's AI factories
What are the costs behind the aggressive construction of AI factories? In this panel, PwC’s Dallas Dolen joins industry visionaries to discuss whether the infrastructure build-out will lead to a new era of productivity or a bubble of stranded assets – and what it truly takes to democratize AI. We’ll explore how Google’s vertical advantage – owning the entire stack, from custom TPU silicon to data centers to Gemini models – defies standard unit economics, and how the world’s largest organizations are plugging into this grid to build their own operational AI factories.
This Session is hosted by a Google Cloud Next Sponsor. Visit your registration profile at g.co/cloudnext to opt out of sharing your contact information with the sponsor hosting this session.
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