Google limits Meta’s use of its Gemini AI models, FT reports

Google limited Meta’s access to Gemini AI capacity after Meta requested more compute than Google could provide, delaying some of Meta’s AI projects.
Meta has even told staff to conserve AI “tokens,” showing that big tech is still struggling to get enough computing power.
Google Cloud hit about $20 billion in revenue but said compute constraints nearly doubled its backlog, underscoring heavy demand in the AI race.