Google told one of its largest cloud customers, Meta, that it could not supply all the Gemini computing capacity it wanted. The episode lays bare a shortage of machines that is now shaping the whole AI race—and Europe's dependence on American clouds.
On 12 May 2026 the Court of Justice of the European Union ruled, in Case C-797/23, that EU law lets member states require online platforms such as Meta to pay press publishers fair remuneration for the use of their content, upholding the enforcement system Italy built around its regulator, AGCOM.
Beijing's National Development and Reform Commission ordered Meta to unwind its takeover of Manus, an autonomous-AI startup with Chinese roots, calling the deal an attempt to "hollow out" China's tech base.
Meta has committed to deploy AMD's Instinct MI450 GPUs and 6th-gen EPYC "Venice" CPUs at six gigawatts of capacity over five years, days after expanding its Nvidia order. AMD is no longer the second choice.