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Video · ▲ Bullish · 9 sources confirmed · 2026-09-19 10:00 UTC

Eric Schmidt: we aren’t going to pause AI progress | The Economist

Why now

Thesis: Schmidt argues AI pause impossible, reinforcing compute spending expectations

Catalyst to watch: Further AI capex guidance from major firms

Main risk: Sentiment shift against AI infrastructure spending

Why it matters

A prominent ex-Google executive arguing an AI pause is impossible reinforces expectations of sustained compute and infrastructure spending.

Details

"We’re not going to do a pause." Eric Schmidt, former CEO of Google, tells our editor-in-chief, Zanny Minton Beddoes, why the incentives make an AI pause impossible, and what America and China should agree to instead.

Related assets & topics

ChinaAINVIDIA · NVDAAlphabet · GOOGLSemiconductors

Sources

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