谷歌限制 Meta 使用其 Gemini AI 模型
Google limits Meta's use of its Gemini AI models

原始链接: https://www.cnbc.com/2026/06/28/google-limits-metas-use-of-its-gemini-ai-models-ft-reports.html

据报道,由于计算能力短缺,谷歌已限制 Meta 对其 Gemini AI 模型的使用。据《金融时报》报道,Meta 所需的计算能力超过了谷歌的供应能力,导致 Meta 的部分内部人工智能项目出现延误。 尽管其他谷歌云客户也面临类似限制,但 Meta 因需求极高而受到的影响最为显著。为应对这些限制,Meta 已指示员工优化人工智能的令牌使用。 这种情况凸显了整个行业在确保足够的计算基础设施以满足人工智能服务爆炸式需求方面所面临的困境。尽管科技巨头们在芯片和数据中心上投入了数十亿美元,但供应仍是瓶颈。谷歌首席执行官桑达尔·皮查伊指出,这些限制阻碍了其云部门的增长,该部门第一季度的服务积压量尽管产生了 200 亿美元的收入,但几乎翻了一番。

最近一则关于 Google 限制 Meta 使用其 Gemini AI 模型的头条新闻在 Hacker News 上引发了讨论。用户们澄清,这些限制很可能源于常规的容量限制,而非战略性封锁。 评论者指出,对于大型云服务而言,计算资源是有限的,此类限制非常普遍。这被视为重度用户经常遇到的常规配额问题,而非政策性限制。讨论还涉及了 Meta 对 Google 模型的依赖,参与者猜测,Google 在视觉和边缘计算方面的优势,可能使其成为比 OpenAI 或 Anthropic 更受欢迎的选择。 此外,该讨论串还涉及了 Meta 自家 Llama 模型的状态。一些用户质疑 Llama 目前的相关性,并引用数据指出,与顶级模型相比,其使用率显著较低。总体而言,社区认为所谓的“限制”只是管理高需求 AI 基础设施时的日常运营现实,而非重大的地缘政治或竞争格局转变。
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原文

INDIA - 2025/05/13: In this photo illustration, a Meta logo is seen displayed on a smartphone with a Google logo in the background.

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Google has put limits on Meta's use of its Gemini AI models after the social media company sought more computing capacity than the rival tech group could provide, the Financial Times reported on Sunday.

Google, owned by Alphabet, told Meta around March it could not meet the full Gemini capacity the company had sought to purchase, the newspaper said, adding that the shortfall disrupted and delayed some of Meta's internal AI projects.

Several other Google clients have also been affected, though to a lesser extent, according to the report. Meta has been particularly impacted due to its exceptionally high demand for Google's models, the FT said.

Reuters could not immediately verify the report, which cited people familiar with the matter. Google and Meta did not immediately respond to requests for comment outside business hours.

Due to the restrictions, Meta has encouraged staff to be more efficient with AI tokens, the units that measure AI usage, the FT report said.

Even as companies continue to spend billions on chips and data centers, they are still struggling to secure enough computing power to support the growing demand for AI services.

Revenue at Google Cloud grew to $20 billion in the first quarter ended March, but CEO Sundar Pichai said computing power constraints prevented even higher growth and contributed to the cloud unit's backlog nearly doubling quarter on quarter.

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