FT: Google capped Meta’s use of Gemini after Meta asked for more model compute capacity than Google could supply.
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-28
Google restricted Meta's access to Gemini AI after Meta requested more compute capacity than Google could supply, exposing competition for GPU resources among Google Cloud customers, internal products, and Meta's safety and ad workflows.
Extraction
Topics: ai-computegoogle-geminicloud-infrastructuremeta-aidata-center-capacity
Claims
- Google capped Meta's use of Gemini after Meta's compute requests exceeded available supply.
- Meta relies on Gemini for safety automation, customer support, ad tools, coding, and internal workflows.
- Google Cloud's March-quarter revenue reached $20 billion but was held back by compute shortages.
- Sundar Pichai attributed slower growth to compute scarcity while backlog nearly doubled versus the prior quarter.
Key quotes
Google capped Meta's use of Gemini after Meta asked for more model compute capacity than Google could supply.
Google Cloud's March-quarter revenue rose to $20 billion, but Sundar Pichai said a shortage of compute capacity kept growth lower and helped backlog nearly double versus the previous quarter.