A hyperscaler throttles a rival's model access over scarcity

Claim

Compute is so scarce that Google throttled Meta's Gemini access after Meta asked for more than it could spare, while Masayoshi Son bet against orbital data centers, asking what the point is when power is barely 7% of operating cost and orbit is a decade too slow.

Reported metric: power = 7% of opex

Reporting date: 2026-06-28 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

• Welcome to June 28, 2026 (theinnermostloop.substack.com)