The AI compute crunch has reached a boiling point, triggering a high-profile hardware standoff between two tech giants. According to the Financial Times, Google has officially capped Meta’s API access to its Gemini models due to extreme infrastructure constraints, forcing Meta to aggressively ration tokens and pivot to its internal hardware.

We’ll talk about:

• Google capping Meta’s Gemini access due to physical compute shortages, leading Google to sign a staggering $920M-a-month GPU leasing deal with SpaceX for emergency "bridge capacity."
• Meta accelerating its independence from rival tech providers by committing $600 billion by 2028 to construct its own massive U.S. data center fleet.
• The open-source debut of BrowserBC, an architectural layer that jacks up web agent success rates to 81% whi ...