Amazon shares rose 1.2% after Meta announced a partnership to deploy tens of millions of AWS Graviton cores for agentic AI workloads.
Meta will become one of the largest global Graviton customers, expanding its compute infrastructure to support autonomous AI agents.
Amazon highlighted that CPUs, not GPUs, are critical for low‑latency, sequential AI tasks, positioning Graviton for this emerging market.
Analyst Adam Crisafulli noted improved sentiment toward Amazon’s custom silicon business following the Graviton partnership announcement.