← /news·[MARKETS]·JUN 28·1 min read

Google Caps Meta's Gemini Access as AI Compute Scarcity Bites

Google has placed a ceiling on Meta's use of its Gemini AI models, a development that crystallises what is rapidly becoming the defining supply constraint in enterprise technology: raw computing power.

$Marissa Baek·NewsNTech

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Tesla shares slide 11% as discount pricing squeezes profits while capex doubles on AI and robotics push

The unit economics of vehicle manufacturing leave little room for price concessions.

Owen Gallagher·2 minJUL 25

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AI spending signals send Tesla and Alphabet sharply lower

The constraint investors are now explicitly pricing is this: artificial intelligence infrastructure spending accrues upfront, at scale, and the revenue it is supposed to generate arrives later, with significant uncertain…

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Cloud gaming's subscriber acquisition gap pushes Amazon and Microsoft toward separate models

The first-session gap has defined the ceiling for cloud gaming since the category emerged: to reach a new player, a service must clear the hardware prerequisite and the subscription decision before a single session occur…

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