Sources: Google told Meta around March it couldn't offer all the Gemini capacity Meta wanted to buy, disrupting and delaying some of Meta's internal AI projects
THE SO WHAT
When Meta can't buy all the Gemini capacity it wants, you know GPU scarcity has moved from vendor marketing line to real execution risk. Any team with material AI roadmaps should be locking in multi‑vendor capacity and on‑prem/hybrid contingencies now—not when your launch window is already slipping.
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