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‘Tokenmaxxing’ is dead: How the hardware shortage is blowing up AI budgets

Even Meta cannot get all the AI compute it wants. Australian firms entered the new financial year with bigger AI budgets and shakier confidence.

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‘Tokenmaxxing’ is dead: How the hardware shortage is blowing up AI budgets

Google capped Gemini access due to compute shortage, ending the "tokenmaxxing" era—Meta burned $900M in 30 days, Uber its annual budget in four months. Enterprises must now link AI spend to ROI; HBM/GPU shortage keeps token prices rising while only 8% measure AI value.

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domenica 28 giugno 2026·cryptobriefing.com
Google caps Meta's access to Gemini amid AI demand surge
Google implements compute-based usage limits on Gemini AI as API requests doubled in five months, squeezing access for Meta and other heavy users.
domenica 28 giugno 2026·theverge.com
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…

‘Tokenmaxxing’ is dead: How the hardware shortage is blowing up AI budgets

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‘Tokenmaxxing’ is dead: How the hardware shortage is blowing up AI budgets

Timeline cronologica

Google caps Meta's access to Gemini amid AI demand surge

Google is putting a cap on Meta’s Gemini usage.

Google is putting a cap on Meta’s Gemini usage.

Google caps Meta's access to Gemini amid AI demand surge

Google couldn't give Meta enough AI power — here's why running AI locally suddenly makes even more sense

‘Tokenmaxxing’ is dead: How the hardware shortage is blowing up AI budgets

Google couldn't give Meta enough AI power — here's why running AI locally suddenly makes even more sense