Google 'limits' Meta's Gemini use, but the limit is that it ran out of capacity (cnbc.com)
Around March, Google told Meta it couldn't supply the full Gemini capacity Meta had tried to purchase, delaying some of Meta's internal AI work. Meta then asked staff to be more efficient with tokens. Other Google Cloud clients were squeezed too.
The thread's flip: this isn't Google restricting a rival's access, it's a compute shortage dressed as a restriction. And the buried oddity is Meta, which builds Llama, leaning on a competitor's model in the first place.