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Meta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure — the industry signals a shift to Agentic inference workloads, pushing demand

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(Image credit: Meta) Meta signed a multibillion-dollar, multi-year deal with Amazon Web Services last week to deploy tens of millions of Graviton5 CPU cores across AWS data centers, making Meta one of the five largest Graviton customers worldwide. The deal focuses explicitly on CPU-intensive agentic AI workloads, not GPU training, with Amazon CEO Andy Jassy saying in a post accompanying the announcement that agentic AI is “becoming almost as big a CPU story as a GPU story.” Meta already has GPU and accelerator contracts worth hundreds of billions across Nvidia, AMD, Broadcom, Google , CoreWeave, and Nebius, and it went to AWS specifically for general-purpose CPUs.…

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