Meta (META) has signed an agreement to deploy AWS Graviton (AMZN) processors at scale. The deal marks a significant expansion of a long-standing partnership between the two companies as Meta builds its next generation of AI. The deployment starts with tens of millions of Graviton cores, with the flexibility to expand as Meta’s AI capabilities grow. The deal reflects a shift in how AI infrastructure gets built: while GPUs remain essential for training large models, the rise of agentic AI is creating massive demand for CPU-intensive workloads-real-time reasoning, code generation, search, and orchestrating multi-step tasks. Graviton5 is purpose-built for these workloads, giving Meta the processing power to run them efficiently at scale.
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