Meta's AI operations hit as Google limits Gemini access amid capacity crunch
Google's AI infrastructure limits force Meta to scale back Gemini usage amid soaring demand.

Meta’s use of Gemini artificial intelligence has been restricted by Google after the Facebook parent requested more computing capacity than the tech giant could offer at the moment. The impasse has highlighted growing infrastructure constraints in the burgeoning AI race.
Before the recently established restrictions, Google had informed Meta around March that it might fail to fulfill the full Gemini capacity the company wanted to purchase. This shortfall has disrupted and delayed some of Meta’s internal AI projects. The restrictions have influenced Meta to encourage employees to use AI tokens more efficiently.
Reports suggest that other Google customers have also reportedly faced capacity limits, but apparently Meta has been affected the most due to its high demand for Gemini models. This new development has been a stark reminder of the mounting pressure on major AI companies as demand for advanced models outpaces the availability of computing resources, despite capital-intensive investments in chips, data centres, and power infrastructure.
Google Cloud's revenue reached $20 billion in the quarter ended March, but CEO Sundar Pichai said limited computing capacity constrained further growth and caused the cloud unit's backlog to nearly double from the previous quarter.

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