Amazon: Computing Capacity is the Bottleneck - Good for AWS. I Remain Bullish!

The "Financial Times” reported over the weekend that Google has restricted the use of its Gemini AI models by Meta (i). Meta had requested more computing capacity than Google could currently provide. Interestingly, it appears that other Google customers may also be affected to a lesser extent. As a result, Meta employees must use AI tokens more efficiently. This news highlights that the usage of AI continues to rise sharply. At the same time, it shows that computing capacity is a current bottleneck. This, in turn, has significant implications...