Alphabet (GOOGL) Is Limiting Gemini AI Access As Cloud Capacity Tightens

Alphabet’s Google Cloud is limiting access to its Gemini AI models for major customers, including Meta, due to tight AI compute capacity. Several external clients reportedly face similar restrictions as Alphabet prioritizes its own services and paying cloud workloads. Meta is increasing use of its in-house Muse Spark model to lessen reliance on external AI infrastructure providers. The situation highlights how scarce AI compute and heavy data center spending are influencing product roadmaps...