In addressing concerns about a potential AI bubble, Amin Vahdat, Google's Senior Vice President of AI and Infrastructure and a leading technology expert, emphasized that the technological advancements and market demand spurred by AI are undeniable realities, justifying Google's ongoing commitment to AI investment. He highlighted that numerous Google services, boasting over 1 billion daily active users, have already reaped the benefits of AI integration. Using search services as a case in point, he noted that the incorporation of AI has markedly improved product performance, evidenced by an 18% year-over-year increase in the last quarter. Simultaneously, Google Cloud has sustained its growth trajectory, and the company's expansion of related infrastructure further substantiates the genuine market demand for AI. While Vahdat refrained from making a definitive statement on the existence of an AI bubble, he underscored that the global shift towards AI transformation is unstoppable, with AI-driven technological evolution and opportunities continuously reshaping our world. Drawing parallels with the internet's evolution, he illustrated that the presence of a bubble does not necessarily negate the long-term development trend.