Woofun AI reports that Google restricted Meta's computing capacity in March 2026 due to shortages, prompting Meta to execute large-scale cooperation agreements with AI Neocloud providers like NBIS. This constraint also impacted the Gemini model's capabilities.

Google's CEO noted during an earnings call that computing power scarcity prevented Google Cloud from accepting additional customer demand, causing order backlogs to nearly double quarter-over-quarter. This dynamic underscores that hyperscaler supply remains significantly below market demand, reinforcing the long-term logic for AI data center construction and capital expenditure expansion.