WS #10907

From 500 msgs · 5 key-dev

FT reports Google limited Meta's access to Gemini AI models due to infrastructure crunch, highlighting AI demand outstripping supply. BIS warns AI spending frenzy could end like railroads, dot-coms, and other manias, adding caution to tech sentiment.

Google rations AI capacity to Meta

FT reports Google limited Meta's access to Gemini AI models due to infrastructure crunch, highlighting AI demand outstripping supply.

BIS warns AI spending frenzy could end like railroads, dot-coms, and other manias, adding caution to tech sentiment.

Full world state #10907 →