Meta's infrastructure teams have become bloated, leading to poor decisions like troubled Rivos acquisition, loss of supplier trust due to hardware pivots, more (SemiAnalysis)

SemiAnalysis: Meta's infrastructure teams have become bloated, leading to poor decisions like troubled Rivos acquisition, loss of supplier trust due to hardware pivots, more — Meta Infrastructure has become bloated, with middle managers expending resources on over-engineered technology solutions that lose sight of broader organizational needs.