Smash Notes

Back to Sundar Pichai on what's next for Google Gemini, Waymo, and data centers in space, with Sundar Pichai.

Why Is Google Putting AI Data Centers in Space?

Sundar Pichai says Project Suncatcher is Google's pilot, with Planet Labs and SpaceX, for AI data centers in space. Alex Heath asked whether it was still up. Sundar Pichai says it is doing well, he watched the launch, and he expects a chance to say hello to the TPUs.

He compares the bet to starting Waymo. He remembers flying to the desert for the Stanley car in the DARPA challenge, when today's Waymo would have sounded like science fiction. A 10 to 20 year span is a long time, he says, and a world-class team taking the early steps of a deep commitment will hit milestones.

The reason to go now is energy. Sun-synchronous orbits give access to power 24 hours a day. Earth has limited physical space. Data centers look large next to how they looked 10 years ago, and he does not think Earth would look nice if Google tried to put 20 years of extrapolated compute on the ground. He also calls it a moonshot in the spirit of the 1960s push to reach the moon: an ambitious goal forces progress and invents useful things along the way, the way early AI work produced Waymo and Google's TPUs.

Alex Heath asked whether Project Suncatcher is the next Alphabet company, like Waymo. Sundar Pichai says Google has not planned it as a spinoff. He views it as the future way Google will scale up compute, and he says Google is committed to doing that well.

Transcript

Sundar Pichai on what's next for Google Gemini, Waymo, and data centers in space ·

Sources with Alex Heath

More from this episode

  1. How Many Tokens Did Gemini 4 Use in 72 Hours?Sundar Pichai says Gemini 4 Argon drew almost 25 trillion tokens in the first 72 hours after launch, about 3 times what Gemini 3.0 saw in that same window.
  2. How Do Google Researchers Co-work With Models?Sundar Pichai says Google is definitely at a stage where AI researchers co-work with the models in a deep way.
  3. Why Did Google Change Who Runs DeepMind?Sundar Pichai says Google changed who runs frontier models at DeepMind because that work has become an all-consuming job of its own.
  4. Why Is Google Investing After Free Cash Flow Went Negative?Sundar Pichai says the resolve to keep investing comes from the strength and durability of demand, from consumer products through to enterprise.
  5. Who Still Makes Google's Compute Decisions?Sundar Pichai says the big compute decisions are still made by people in the loop, including him.
  6. Why Do AI Agents Use Web Browsers?Sundar Pichai says agents will keep using browsers and computers because a person would do the same thing, and because that makes it easier to keep the user…
  7. How Many Paid Rides Does Waymo Do Each Week?Sundar Pichai says Waymo just crossed half a million paid rides per week. The team is focused on scaling that number.
  8. When Will Quantum Have Practical Commercial Uses?Sundar Pichai says he genuinely sees practical commercial applications for quantum in a five-year time frame.

People

More answers like this

The other side

More with Sundar Pichai

More with Alex Heath

Related episodes

Plays from this note through the rest of the episode.

Weekly highlights

One letter a week.

The notes worth hearing, with the minute they were said.