Amazon shares rise as Meta taps AWS Graviton for major AI expansion

Investing.com -- Amazon (NASDAQ: AMZN) shares rose 2% Friday morning after Meta announced a partnership with Amazon Web Services to deploy tens of millions of AWS Graviton cores for agentic AI workloads.

Meta said it will become one of the largest Graviton customers globally, with the first deployment starting with tens of millions of Graviton cores. The partnership expands Meta’s existing relationship with AWS as the social media company diversifies its compute infrastructure to meet demands of autonomous AI systems that reason, plan, and execute complex tasks.

AWS Graviton5 cores are designed for faster data processing and greater bandwidth, which Meta said are critical for AI systems that need to continuously reason through and execute tasks at scale. The agreement includes flexibility to expand as Meta’s AI capabilities grow.

"This isn’t just about chips; it’s about giving customers the infrastructure foundation, as well as data and inference services, to build AI that understands, anticipates, and scales efficiently to billions of people worldwide," commented Nafea Bshara, Vice President and Distinguished Engineer at Amazon. "Meta’s expanded partnership, deploying tens of millions of Graviton cores, shows what happens when you combine purpose-built silicon with the full AWS AI stack to power the next generation of agentic AI."

Meta’s Head of Infrastructure, Santosh Janardhan, said the partnership reflects the company’s strategy of diversifying compute sources. "AWS has been a trusted cloud partner for years, and expanding to Graviton allows us to run the CPU-intensive workloads behind agentic AI with the performance and efficiency we need at our scale," Janardhan said.

The deal underscores AWS’s position in the custom silicon market as demand for specialized AI infrastructure grows among major technology companies.

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