Meta announced partnership with AWS to run agentic AI workloads using tens of millions of Graviton CPU cores.
Amazon shares rose 1.2% after the announcement, reflecting improved market sentiment toward its custom silicon business.
AWS Graviton CPUs are optimized for low‑latency, continuous workloads required by AI agents, differing from GPUs used for LLM training.
Analyst Adam Crisafulli said the Graviton update highlights the growing importance of the CPU market for next‑phase AI.