Google has limited Meta’s use of its Gemini AI model because of computing capacity constraints, according to a Financial Times report cited by NDTV. In March 2026, Google informed Meta that it could not provide the requested level of computing power or storage, delaying several of Meta’s internal AI projects. Google, owned by Alphabet, operates the Gemini AI model through its cloud infrastructure, which has faced high demand from multiple clients.

The report noted that while several Google Cloud customers have encountered similar capacity issues, Meta has been most affected due to its heavy reliance on Gemini. In response, Meta instructed its employees to use AI resources more efficiently, emphasizing reduced use of “tokens,” a unit of AI model consumption. Neither Google nor Meta provided immediate comments on the matter, Reuters reported.

Analysts said the incident highlights the growing challenge for technology companies to maintain sufficient computing infrastructure as AI adoption accelerates. Despite multibillion-dollar investments in advanced chips and data centers, capacity limitations continue to hinder rapid expansion.