Google has reportedly limited Meta's access to Gemini AI models due to capacity constraints, according to the Financial Times. Alphabet GOOG placed usage restrictions on several customers, with Meta META among the most affected, disrupting some internal projects and pushing Meta to tell employees to use AI resources more efficiently. Meta had been using Gemini for tasks such as content moderation and scam detection because the models outperformed some of its internal systems, but is now relying more on its own Muse Spark model to reduce dependence on outside AI providers. The story highlights power in the AI supply chain, where companies controlling data centers, chips and cloud capacity may gain more leverage as demand keeps rising.