San Francisco, June 29: Google has reportedly imposed limits on Meta’s access to its Gemini AI models after the social media giant requested more computing capacity than Google could provide, according to a report by the Financial Times.
The report states that Google informed Meta around March that it would be unable to meet the full Gemini computing capacity requested by the company. The shortage is said to have disrupted and delayed several of Meta’s internal artificial intelligence projects.
Meta was reportedly affected more than other Google Cloud customers because of its exceptionally high demand for AI model access. While other clients also experienced capacity constraints, the impact on them was comparatively limited.
As a result of the restrictions, Meta has reportedly instructed employees to use AI tokens—the units that measure AI model usage—more efficiently to optimise available computing resources.
Neither Google nor Meta immediately commented on the report.
The development highlights the growing pressure on the AI industry as technology companies continue to face shortages in high-performance computing infrastructure despite investing billions of dollars in data centres and advanced AI chips.
Earlier this year, Google Cloud reported revenue of $20 billion during the first quarter. However, Alphabet CEO Sundar Pichai acknowledged that computing capacity limitations prevented even stronger growth and contributed to a significant increase in the cloud division’s backlog.
The reported restrictions underscore the increasing competition for AI computing resources as demand for advanced generative AI models continues to outpace available infrastructure across the technology sector.
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