Google limits Meta’s use of its Gemini AI models, FT reports
The limits disrupted some internal Meta AI projects as Google and other cloud providers face rising demand for computing power.
- On Sunday, June 28, 2026, the Financial Times reported that Google limited Meta Platforms Inc.'s access to its Gemini AI models after the company sought more computing capacity than Google could provide around March.
- Google Cloud's computing power constraints prevented higher growth and contributed to backlogs nearly doubling quarter on quarter, according to CEO Sundar Pichai, as the industry struggles to secure enough infrastructure for AI services.
- The shortfall disrupted Meta's internal AI projects and prompted staff to economize AI tokens; to reduce external reliance, the company increasingly pivoted to its own Muse Spark model for critical safety processes.
- To address capacity shortfalls, Google agreed earlier in June to pay Elon Musk's SpaceX $920 million monthly for computing power as part of a $30 billion cloud services deal running through mid-2029.
- Chief Executive Officer Mark Zuckerberg announced plans to cut 10% of Meta Platforms Inc.'s workforce earlier this year, offsetting heavy AI spending; the company also reassigned 7,000 workers to AI-related roles.
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The post AI Demand Is Outstripping Supply — Even Google Can’t Keep Up appeared first on 24/7 Wall St.. Artificial intelligence has moved beyond proving it works. The challenge today is producing enough computing power to satisfy demand. Big Tech is spending hundreds of billions of dollars building AI infrastructure, yet companies are still finding themselves short on capacity. That indicates AI adoption is accelerating faster than the industry’s…
Google limits Meta’s use of its Gemini AI models, FT reports
Google has put limits on Meta’s use of its Gemini AI models after the social media company sought more computing capacity than the rival tech group could provide, the Financial Times reported on Sunday.
Google limits Meta's use of its Gemini AI models: report
Google has put limits on Meta’s use of its Gemini AI models after the social media company sought more computing capacity than the rival tech group could provide, the Financial Times reported on Sunday. Google, owned by Alphabet, told Meta around March it could not meet the full Gemini capacity the company had sought to purchase, the newspaper said, adding that the shortfall disrupted and delayed some of Meta’s internal AI projects. Several othe…
Google Caps Meta's Use of Gemini AI, Financial Times Reports
(Bloomberg) — Google has placed limits on Meta Platforms Inc.’s use of its Gemini artificial intelligence models because it could not provide as much computing capacity as the social media company wanted, according to the Financial Times.
The reason for this step is that the social media giant has requested more computing capacity than can be provided.
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