Cloud AI has felt limitless for years. But according to a Financial Times report, Google told Meta back in March that it couldn't supply all the Gemini computing capacity Meta wanted to buy.
Meta had been paying for access to Google's models through cloud and API services, leaning on Gemini for internal jobs like content moderation and scam detection, where it outperformed Meta's own Llama models. When Google couldn't meet the full request, the shortfall reportedly delayed several of Meta's internal AI projects, and Meta told employees to ration their token usage more carefully.
