Meta signs for tens of millions of AWS Graviton cores — first real crack in NVIDIA's agentic moat

Meta will deploy tens of millions of AWS Graviton CPU cores as foundational infrastructure for next-gen agentic AI, becoming one of the largest Graviton customers globally. AWS CEO Andy Jassy posted on X that 'Meta has decided to bet big on Graviton.' Analysts are reading the deal as the first serious dent in NVIDIA's GPU dominance for inference and agent orchestration workloads.