Rohan Paul@rohanpaul_ai · XGoogle限制了Meta对Gemini模型的使用，原因是Meta要求的计算容量超出Google供应能力。Meta在安全自动化、客服、广告工具、编程及内部工作流中均依赖Gemini。Google面临自身云客户、Gemini产品与有限数据中心容量之间的资源竞争。Google Cloud 3月季度收入增至200亿美元，CEO Sundar Pichai表示计算容量短缺制约了增长，并导致未交付订单较前一季度近乎翻倍。
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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