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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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cryptobriefing.com

theverge.com

theage.com.au

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theage.com.auStai leggendo1 mese fa

‘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.

originale

theverge.com1 mese fa

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

Google limita l'accesso di Meta ai modelli Gemini per saturazione di capacità computing. Segnale critico: infrastruttura AI globale costringe i big tech a razionare risorse malgrado investimenti massicci in chip e data centre.

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Timeline cronologica

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

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

Timeline cronologica

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

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

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

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