Meta inks deal to use more Amazon chips

Driving the news: The companies said Amazon will initially provide Meta with tens of millions of Graviton cores, with the potential to expand even further.

• The new pact, which builds on an existing partnership between AWS and Meta, will make Meta one of the largest users of Graviton chips, the companies said.

What they're saying: "The deal reflects a shift in how AI infrastructure gets built," the companies said in a statement.

• "While GPUs remain essential for training large models, the rise of agentic AI is creating massive demand for CPU-intensive workloads—real-time reasoning, code generation, search, and orchestrating multi-step tasks."

The big picture: Google is also trying to boost adoption of its Tensor chips. On Wednesday the company announced its eighth-generation TPUs, including separate versions for training and inference.