Meta has signed a multibillion-dollar, multi-year deal with AWS to deploy tens of millions of Amazon Graviton5 ARM CPU cores for agentic AI workloads. Unlike GPUs, these general-purpose processors handle CPU-intensive inference and orchestration tasks behind real-time reasoning and multi-step AI agents. The deal is notable because Amazon is a direct competitor to Meta in advertising and AI, yet Meta is renting compute from them because its AI demand exceeds what any single supply chain can deliver. This Graviton contract is one piece of a $200B+ procurement campaign spanning Nvidia ($50B), AMD ($60B), CoreWeave ($35B), Nebius ($27B), Broadcom (MTIA custom silicon), and now Amazon. Meta's 2026 capex guidance of $115–135B — nearly double 2025's record $72B — still isn't enough to meet its agentic AI roadmap, forcing it to buy compute from everywhere simultaneously, including direct competitors.
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