News Summary

• Meta signed a multibillion-dollar, multi-year deal to deploy tens of millions of Amazon’s Graviton5 ARM CPU cores in AWS data centres for agentic AI workloads.
• The chips are general-purpose processors, not AI accelerators, handling the CPU-intensive inference and orchestration tasks behind real-time reasoning and multi-step agents.
• The deal is one piece of a procurement campaign exceeding $200 billion across Nvidia ($50B), AMD ($60B), CoreWeave ($35B), Nebius ($27B), Broadcom (MTIA custom silicon through 2029), and now Amazon.