Amazon Secures Meta as Major Graviton Customer in Multibillion Agentic AI Deal

Amazon Web Services has finalized a multibillion-dollar, multi-year deal with Meta to deploy tens of millions of Graviton5 processor cores for agentic AI workloads like real-time reasoning and code generation, as recapped April 29. The partnership follows AWS's March 18 announcement of a Cerebras collaboration for disaggregated AI inference on Bedrock, enhancing speed via Trainium prefill and CS-3 decode. AWS's custom silicon business, exceeding $20 billion annually, gains traction, driving AMZN up 1.8% pre-market to $259.48 before a slight intraday dip to $255.08, with upside for suppliers like Marvell.