FT: Google Told Meta in March It Could Not Supply All the Gemini API Capacity Meta Wanted, Disrupting Internal AI Projects

The Financial Times reports, citing sources, that Google informed Meta around March 2026 that it could not supply the full volume of Gemini API capacity Meta wanted to purchase, disrupting and delaying some of Meta's internal AI projects. This is the first named confirmation of AI model-access capacity constraints directly impacting a rival frontier lab's product roadmap at scale. The FT article is paywalled and could not be independently verified by fetch.