Meta Platforms, the parent company of Facebook, Instagram, and WhatsApp, had reportedly tried to buy more Gemini capacity for internal AI work. Google told Meta around March that it could not meet the full amount requested, the report said. The shortfall disrupted and delayed some of Meta’s internal AI projects.
The issue highlights a growing pressure point across the AI industry: demand for advanced models is rising faster than the available computing power. Meta was hit harder than other Google clients because its demand for Google’s models was especially high.
Meanwhile, META shares rose 1.36% on Friday, closing at $550.25.
AI Compute Remains a Bottleneck
The limits have pushed Meta to ask staff to use AI tokens more efficiently, the report said. Tokens are the units used to measure AI model usage, and they have become a key metric for cost and capacity as companies build more AI tools into their products and internal systems.
