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Google is rationing Gemini access to Meta because it cannot provide enough compute — 2026-06-28

## Short Segments Google's compute constraints are reshaping AI strategies, the BIS warns of AI's financial risks, AI is transforming auto repair, and Flock cameras raise privacy concerns. Later, we'll dive into how Google's limits on Meta's Gemini access are pushing Meta to adapt its AI approach. The BIS warns an AI bust could hit credit markets as hard as the 2008 financial crisis. The Bank for International Settlements has issued a stark warning about the potential financial risks posed by an AI investment bust. In its annual report, the BIS highlighted that a sudden pullback in AI…

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