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Google has begun restricting other customers' AI workloads on its infrastructure to prioritize its own capacity.
First public signal of GPU capacity constraints at hyperscalers; supply bottleneck emerging despite massive capex.
Trade pressSlicast · June 30, 2026 · Global · Source: Data Center Dynamics
importance 75Google has begun restricting other customers' AI workloads on its infrastructure to prioritize its own capacity.
First public signal of GPU capacity constraints at hyperscalers; supply bottleneck emerging despite massive capex.