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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.
The restriction signals that surging appetite for advanced AI models is outpacing the industry's ability to serve it.
Capacity, Not Capability, Is Now the Bottleneck The constraint on Meta's Gemini access is a consequential data point for anyone allocating capital to the AI infrastructure trade.
Google is not limiting one of the industry's heaviest users because of a pricing dispute or a product strategy pivot — the constraint is physical.
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