Google has placed restrictions on Meta’s access to its Gemini artificial intelligence models after the social media giant requested more computing capacity than Google could provide, according to a report by the Financial Times.
The report said Google, which is owned by Alphabet, informed Meta around March that it could not meet the full amount of Gemini capacity the company wanted to purchase. The shortage reportedly disrupted and delayed some of Meta’s internal AI projects.
Other Google customers have also been affected by the capacity limits, but the impact on Meta has been greater due to the company’s unusually high demand for Google’s AI models, the report added.
Reuters could not independently verify the report, which cited sources familiar with the matter. Google and Meta did not immediately respond to requests for comment.
Following the restrictions, Meta has reportedly encouraged employees to use AI resources more efficiently, including reducing the amount of AI tokens used.
The situation highlights a growing challenge in the artificial intelligence industry, as major technology companies continue investing billions of dollars in chips and data centres but still struggle to secure enough computing power to meet rising demand for AI services.
Google Cloud recorded strong growth in recent quarters due to increased AI demand, but company executives have acknowledged that shortages in computing capacity have limited further expansion.
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