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Google caps Meta’s Gemini use as AI demand strains capacity

Surging appetite for advanced models is turning computing power into the tech industry’s scarcest commodity

Google has put limits on Meta’s use of its Gemini AI models after the social media giant sought more computing capacity than the rival tech group could provide, in the latest evidence of the infrastructure constraints facing even the world’s largest AI providers.

Google told Meta around March that it could not provide all of the Gemini capacity the company wanted to purchase, according to three people familiar with the matter, in a move that has disrupted and delayed some of Meta’s internal AI projects.

Owing to the restrictions, which remain in place, as well as a broader push to streamline AI costs, Meta has encouraged staff to be more efficient with AI tokens — the units that measure AI usage, several people said.

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