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[TECHNOLOGY] · United States · 61 sources

Google limits Meta's access to Gemini AI models amid compute shortage

Google told Meta in March that it could not provide the full Gemini AI‑model capacity the social‑media company requested, leading Google to impose usage limits. The shortfall disrupted and delayed several of Meta’s internal AI projects, prompting the firm to urge staff to use AI tokens more efficiently. Other Google customers have faced similar, though smaller, restrictions. Alphabet’s CEO Sundar Pichai said the compute‑power constraints capped cloud‑division growth and helped double the cloud backlog in the first quarter, when Google Cloud revenue reached $20 billion. To address the shortage, Google signed a $920 million‑per‑month agreement with SpaceX for additional computing capacity. The episode highlights a broader industry strain as demand for AI compute outpaces available supply.

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