Earlier this year, Google limited Meta's use of its Gemini AI, after the Facebook and Instagram parent company tried to buy more computing capacity than the search giant was able to provide, the Financial Times reported.
The Gemini cap, which Google put into place in March, has held back some of Meta's internal AI projects, according to the FT. Google has put limits on other companies as well as its backlog of cloud contracts continues to grow.
Both companies declined to comment. But the FT notes that Google CEO Sundar Pichai mentioned during a first-quarter earnings call in April that the company's already substantial revenue from cloud contracts would have been higher if it had not been "compute-constrained in the near term."
Meta does not have its own cloud business, but the company said in February during its fourth-quarter earnings announcement that it planned to spend as much as $135 billion this year in an expansion of its AI plans. In April, it launched its Muse Spark AI model developed by its Meta Superintelligence Lab, but it has lagged rivals in the race to compete in the generative AI boom.
According to the FT, Meta uses Gemini internally to automate some of its safety processes, for its chatbots and for some coding and workflows, along with other models including Anthropic's Claude.
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