Amazon's SVP Peter DeSantis stated the company aims to rival OpenAI and Anthropic in AI within a year, while founder Jeff Bezos refuted claims that AI will cause mass layoffs, predicting instead a new era of wealth and job creation.
Meta, yapay zeka altyapısını güçlendirmek için AWS Graviton işlemcilerini kullanmak üzere büyük çaplı bir anlaşma imzaladı. İlk aşamada on milyonlarca Graviton çekirdeği devreye alınacak. Graviton5 işlemcileri, ajan tabanlı yapay zeka sistemlerinin ihtiyaç duyduğu gerçek zamanlı akıl yürütme, kod üretimi ve çok adımlı görev yönetimi için kullanılacak. Anlaşmanın finansal detayları paylaşılmadı.
Amazon Web Services und Meta haben eine Vereinbarung bekannt gegeben, nach der Meta mehrere zehn Millionen Graviton5-Cores von AWS verwenden wird. Meta wird damit zu einem der größten Graviton-Kunden. Die zusätzliche Rechenleistung soll vor allem für den Bereich Agentic AI genutzt werden, wo CPUs besser geeignet sind als GPUs. Amazon stellte die Graviton5-Chips im Dezember 2025 auf der re:Invent vor. Die Chips verfügen über 192 Kerne und einen deutlich größeren L3-Cache als das Vorgängermodell.
Amazon shares rose nearly 3% to above $263, on track for their second record-high close this week, after Meta Platforms agreed to use Amazon's Graviton chips in a deal running at least three years. The partnership makes Meta a top-five customer of Graviton, highlighting AWS's growing position in AI infrastructure as hyperscalers seek alternatives to Nvidia GPUs.
Meta has agreed to use Amazon's Graviton chips in a deal lasting at least three years, becoming one of the top five Graviton customers with hundreds of thousands of chips. This announcement follows Meta's recent $48 billion combined deals with CoreWeave and Nebius for Nvidia GPU rentals. The company is simultaneously reducing headcount by 8,000 employees (10% of workforce), demonstrating a strategy of infrastructure expansion paired with workforce optimization.
Meta has signed a deal to use millions of AWS Graviton ARM-based CPUs for its AI needs, Amazon announced Friday. The timing coincided with the Google Cloud Next conference wrap-up. The deal brings Meta's spending back to AWS after the company signed a $10 billion, six-year deal with Google Cloud last August. AWS Graviton CPUs compete with Nvidia's Vera CPU for AI agentic workloads, as inference and real-time reasoning tasks increasingly drive chip demand.
