The Amazon deal comes weeks after Meta made $48 billion in AI commitments with CoreWeave and Nebius.

Meta has commandeered a big chunk of Amazon's homegrown CPUs (not GPUs) for AI agentic workloads, signaling that a new kind of chip race has begun.

The Amazon deal comes weeks after Meta made $48 billion in AI commitments with CoreWeave and Nebius.

Amazon hits a record high after its new Meta deal highlights how AWS is gaining traction in AI through both cloud capacity and its custom chips.

Meta announced Friday that it's partnering with Amazon Web Services to add millions of AWS Gravitron cores to Meta's computers to boost agentic AI.