Amazon shares jumped 2% after Meta announced partnership to deploy tens of millions of AWS Graviton5 cores for agentic AI workloads.
Meta will become one of the largest global Graviton customers, with initial deployment of tens of millions of cores and expansion flexibility.
Amazon’s VP Nafea Bshara highlighted the CPU’s role in low‑latency, multi‑step AI tasks, while Meta’s Santosh Janardhan cited compute diversification.
Analyst Adam Crisafulli noted improved sentiment for Amazon’s custom silicon business, emphasizing the growing opportunity from Meta’s Graviton usage.