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“Google told Meta around March that it could not provide all of the Gemini capacity the company wanted to purchase.”
@pequityresearch
Google's AI demand so far exceeds supply it caps its largest client, while cloud backlog nearly doubled QoQ to $460bn — pricing power and revenue acceleration ahead.
GOOGLLONG@ $342.99
$359.66+4.86%
since call Jun 28
peak +10.5%
in postLONG
“Despite spending tens of billions of dollars on chips, data centres and power, even the largest tech companies are struggling to secure enough computing power t”
@pequityresearch
AI compute scarcity so acute that Google caps its own enterprise clients — hyperscalers racing to secure more GPUs, directly boosting NVIDIA demand.
NVDALONG@ $190.73
$199.79+4.75%
since call Jun 28
peak +11.1%
TIMESTAMPS
in post
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