Financial Times' wild report!
Google was forced to limit Meta's use of Gemini due to computing power constraints.
This means Google does not have enough computing power in its data centers to handle the loads, and therefore it is forced to limit large clients like Meta, in order to keep the system from crashing!
The demand for computing power continues to grow, but the bottleneck of computation, energy, and data centers remains tight!
This perfectly explains why Meta is forced to sign huge contracts with neo-cloud companies for computing power.
Companies that may be affected:
As the demand for computing power and energy grows, companies holding the largest available computing power along with available energy become potential candidates for additional significant deals with hyperscalers desperate for more computing power!.