Google has had to ration access to Gemini to Meta and more customers

That computing power is one of the bottlenecks of the AI ​​industry is obvious. From this problem arises the insane investment in data centers and, consequently, the DRAM memory crisis. It is one thing if they are OpenAI or Anthropic those with capacity problemsthe serious thing is when the one who has them is Google. This is exactly what is happening and the main victim is Meta.

Google turns off the tap. They tell it in Financial Times. Google has had to limit the use of Gemini due to the enormous demand from its clients, especially one in particular: Meta. Zuckerberg’s people had requested to buy more processing capacity from them, but Google could not satisfy it, so it had to reject the request. This has caused several projects within Meta to be delayed and the company to ask employees to begin relaxing the use of tokens.

Why it is important. Google is not just any tech company, it is a hyperscaler. It has an infrastructure that allows it to offer cloud services to thousands of customers on a massive scale. That the shortage is affecting them to the point of limiting a large customer like Meta reveals that even spending hundreds of billions in chips, data centers and energy, is not being enough to meet the demand for AI.

Meta dependency. Although also They are developing their own AI modelssources consulted by the Financial Times affirm that Gemini offered better performance than the Llama de Meta models. The company was using Gemini for moderation tasks such as fraud detection and sensitive content, as well as customer service, advertising support chatbots, and scheduling tasks.

Zuckerberg’s company also is spending a fortune in AI infrastructure to become more independent, including building a data center as big as the island of Manhattan. However, they do not have a cloud business like Google has with Google Cloud, Amazon with AWS or Microsoft with Azure.

The business is in the cloud. Doubts about the profitability of AI continue to hover over the environment, but in the meantime there is a business that has proven to be the real goose that lays the golden eggs: the cloud. While OpenAI loses money a lotGoogle, Microsoft and Amazon are the winners of the AI ​​boom. Google posted record revenue in the first quarter of the year, with Google Cloud bringing in a whopping $20 billion, up 63% from last year.

Sundar Pichai already warned that the figure would have been much higher if it were not for the fact that they are limited by the calculation. In fact, this same month we learned the news that Google will pay $920 million a month to SpaceX to lend it its infrastructure. In other words: the data center party is not going to stop and, as a result, neither will the RAM crisis.

Image | Xataka with Magnific

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