With this deal, AWS gains a long-term, highly scalable source of demand from Meta

Meta has entered into an agreement with AWS to deploy "tens of millions of cores" of Graviton processors, with the potential for further expansion. This makes it one of Graviton's largest customers in the world and significantly expands its use of AWS beyond what it has been running for select services and AI model testing.

The deal targets the next generation of "agent AI" - systems that don't just generate text or images, but sync complex, CPU-intensive tasks: reasoning, search, multi-step scheduling, agent coordination, or integration with code and APIs. GPUs remain the cornerstone for training large models, but running these agent systems in high volume interactions is hugely intensive and demanding - and this is where Meta is betting on Graviton5 as an efficient compute base.

Top points of analysis

• Meta will deploy "tens of millions of Graviton cores" on AWS, meaning on the order of hundreds of thousands of physical Graviton chips for agent AI and other CPU-intensive workloads; the…