Overview
- Meta signed a multiyear agreement with Amazon Web Services to deploy tens of millions of Graviton5 CPU cores for its AI systems.
- Meta said it chose Graviton to power agentic AI, which needs CPUs for inference, task routing, and memory management at scale.
- Amazon described Graviton5 as a 3-nanometer design with a cache five times larger than the prior generation for faster data access.
- Amazon leaders framed agentic AI as becoming as much a CPU story as a GPU story, and Intel reported data centers shifting from roughly one CPU per eight GPUs to closer to one per four.
- The deal fits a broader diversification in AI compute, with Meta also buying from AMD, Nvidia, and Broadcom, while external demand for AWS chips grows through Trainium partnerships.