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“Google is in a position where it can't sell Gemini to Meta as freely as it might want to.”
@RJCcapital
Google's compute scarcity gives it structural pricing power as even the largest AI customers get rationed
GOOGLLONG@ $343.34
$359.36+4.66%
since call Jun 28
peak +10.5%
in postSHORT
“Google told Meta around March that it could not provide all of the Gemini capacity the company wanted to purchase”
@RJCcapital
Meta's AI roadmap is disrupted and delayed after Google rationed Gemini compute, exposing a critical external dependency
METASHORT@ $543.16
$565.99-4.20%
since call Jun 28
peak +3.8%
TIMESTAMPS
in post
in post