Google has put limits on Meta’s
use of its Gemini AI models after the social media company
sought more computing capacity than the rival tech group could
provide, the Financial Times reported on Sunday.
Google, owned by Alphabet, told Meta around March
it could not meet the full Gemini capacity the company had
sought to purchase, the newspaper said, adding that the
shortfall disrupted and delayed some of Meta’s internal AI
projects.
Several other Google clients have also been affected, though
to a lesser extent, according to the report. Meta has been
particularly impacted due to its exceptionally high demand for
Google’s models, the FT said.
Reuters could not immediately verify the report, which cited
people familiar with the matter. Google and Meta did not
immediately respond to requests for comment outside business
hours.
Due to the restrictions, Meta has encouraged staff to be
more efficient with AI tokens, the units that measure AI usage,
the FT report said.
Even as companies continue to spend billions on chips and
data centres, they are still struggling to secure enough
computing power to support the growing demand for AI services.
Revenue at Google Cloud grew to $20 billion in the first
quarter ended March, but CEO Sundar Pichai said computing power
constraints prevented even higher growth and contributed to the
cloud unit’s backlog nearly doubling quarter on quarter.
Published on June 28, 2026
