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Google informed Meta around March that it could not supply the full volume of Gemini AI model access the company had sought to purchase, according to a report.
The disclosure reveals a supply constraint at the intersection of two of the world's largest technology companies — and signals that access to frontier AI models is becoming a resource that can run short, just like physical goods.
What "Capacity" Means in AI Model Markets When a company like Meta seeks to purchase access to another company's AI model, it is essentially buying the right to send queries through that model at scale — think of it as reserving a share of a very large, very expensive machine.
The supplier — in this case Google, with its Gemini family of models — must have enough computational infrastructure to absorb that demand without degrading service for other customers.
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