Meta signs multi-billion AWS Graviton5 deal — agentic AI's CPU pivot

Meta committed to deploy tens of millions of 192-core Graviton5 CPUs from AWS for agentic AI workloads, in a multi-year, multi-billion-dollar agreement. AWS claims 25% better performance and up to 33% lower communication latency vs. prior gen. The deal makes Meta one of the largest Graviton customers globally and is being read as a paradigm shift away from GPU-only AI infrastructure.