According to a report from June 29, 2026, Google restricted Meta's access to Gemini, delaying some of Meta's AI projects that assumed full use of Gemini's computing power. This disruption began around March 2026 and was still ongoing as of the end of June. Sources indicated an original agreement between Meta and Google regarding Gemini use, but Google was unable to provide the computing power Meta desired. Meta is reportedly urging employees to use AI tokens more efficiently, coupled with Meta's efforts to reduce AI costs. A source stated that other Google customers are also affected but not to the same extent as Meta, which is particularly hard hit due to very high demand for Google's models. In its April 2026 earnings announcement, Google revealed its cloud business revenue exceeded $20 billion for the first time, and its backlog of signed but undelivered cloud contracts reached over $460 billion. However, Google is struggling to secure infrastructure, and in June 2026, it was revealed that Google had secured computing power by contracting with SpaceX.