ai capacity

This tag tracks discussion of AI capacity as a constrained resource in the cloud economy. Coverage examines reports that Google could not provide Meta with all requested Gemini model capacity, delaying internal projects and leading to rationed employee AI use. It also considers what limited inference supply may mean for Windows users and IT departments, as AI features increasingly appear in browsers, productivity suites, security tools, and developer workflows. The focus is the infrastructure and supply-chain pressure behind those experiences, including how access to computing capacity can become strategically important alongside operating systems, app stores, and search services.