Google Curbs Meta's Gemini Access Amid Capacity Crunch, FT Reports

According to the Financial Times, Google has restricted Meta's use of its Gemini AI models — a key compute resource — causing delays to some of Meta's internal AI projects. As reported by outlets citing the FT, Google could not provide the computing capacity Meta requested, and Meta was told around March 2026 that it could not receive the full amount it had asked for. A report from Reuters, based on the FT's reporting, outlines the situation.