Posted Jun 28, 2026 at 6:16 PM UTCTQuoteGoogle is putting a cap on Meta’s Gemini usage.Google has struggled to keep up with demand for its cloud computing power, and Meta has grown increasingly reliant on Gemini for many of its needs. Now, Meta, along with a number of other clients, is being told that Google simply can’t provide the capacity they want. According to the Financial Times:The decision by Google to cap a large customer’s access to its models offers a rare glimpse into the infrastructure pressures and bottlenecks building across the AI industry. Despite spending tens of billions of dollars on chips, data centres and power, even the largest tech companies are struggling to secure enough computing power to support surging demand for advanced models and AI services.Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates.Terrence O'BrienLoading commentsGetting the conversation ready...The Verge DailyA free daily digest of the news that matters most.Email (required)
Google is putting a cap on Meta’s Gemini usage.
Google has struggled to keep up with demand for its cloud computing power, and Meta has grown increasingly reliant on Gemini for many of its needs. Now, Meta, along with a number of other clients, is being told that Google simply can’t provide the capacity they want. According to the Financial Times: > The decision by Google to cap a large customer’s access to its models offers a rare glimpse into the infrastructure pressures and bottlenecks building across the AI industry. Despite spending tens of billions of dollars on chips, data centres and power, even the largest tech companies are struggling to secure enough computing power to support surging demand for advanced models and AI services.
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