FT: Google capped Meta’s use of Gemini after Meta asked for more model compute capacity than Google could supply.

Meta’s problem is that it uses Gemini inside safety automation, customer support, ad tools, coding, and internal workflows.

Google’s problem is different because it has paying cloud customers, its own Gemini products, and limited data center capacity all competing for the same chips, power, and networking.

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.

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