Meta Platforms (META.O) CFO said long-term forecasting of the capacity-utilization-versus-scale curve is becoming more difficult, but the company believes it retains allocation advantages regardless of whether its models are at the frontier.

2026-07-30

Meta Platforms (META.O) CFO said long-term forecasting of the capacity-utilization-versus-scale curve is becoming more difficult, but the company believes it retains allocation advantages regardless of whether its models are at the frontier.