Computing power shortage prompts "clearing accounts": Google (GOOGL.US) cuts off supply to Meta (META.US), limiting computing power for Gemini.

According to the financial news app Smart Finance, Google has reportedly imposed restrictions on Meta Platforms Inc. using its Gemini artificial intelligence model because it cannot meet the computing power scale required by the latter. This move once again reflects the supply bottleneck of AI infrastructure. Google has imposed quotas on multiple clients, with Meta being particularly affected. Three informed sources said that this restriction has caused a chain reaction within Meta's internal projects, forcing the company to inform employees to use AI tokens more efficiently.