Google Restricts Meta's Access to Gemini AI Models Due to Capacity Limits

Google has restricted Meta's access to its Gemini AI models. According to the Financial Times, Alphabet's Google informed Meta around March that it could not meet the full computing capacity the social media company had requested to purchase.

This shortfall disrupted and delayed some of Meta's internal artificial intelligence projects. While other Google Cloud clients were also affected, Meta was impacted particularly severely due to its exceptionally high demand.

In response, Meta has instructed its staff to use AI tokens more efficiently. The move underscores a major industry-wide challenge: even with massive investment in chips and data centers, companies are struggling to secure enough computing power to support surging demand for AI services.

Google's own cloud business highlights this constraint. Revenue for Google Cloud reached twenty billion dollars in the first quarter, but CEO Sundar Pichai noted that computing power limitations prevented even higher growth and contributed to a nearly doubling of the unit's backlog.