AMZN
META
Meta just showed up to the AWS chip bar
Amazon’s custom Graviton CPUs are apparently getting traction, and Meta is now using them to run AI agents. That matters because this is the kind of customer logo that makes a chip strategy go from “interesting PowerPoint” to “oh, this might actually print money.”
Why investors should care
Amazon has been trying to convince the market that its in-house silicon can do more than just shave a few costs inside AWS. If Meta is willing to run AI workloads on Graviton, that’s a nice little billboard saying Amazon’s chips can handle the messy, very expensive AI-agent boom without immediately calling for backup from the usual NVIDIA-heavy setup.
The bigger picture
This also fits Amazon’s broader “own more of the stack” playbook. Instead of renting all the brains from outside vendors, AWS wants to be the place where companies build, train, and run AI products on Amazon’s hardware. If that works, AWS gets stickier, margins get happier, and competitors get to watch another piece of the cloud chessboard disappear into Amazon’s corner.
Bottom line
This isn’t just a nerdy chip anecdote. It’s another sign that Amazon’s custom silicon push is moving from experiment to enterprise sales pitch. Big picture: the more serious customers adopt Graviton, the more AWS starts looking less like a cloud landlord and more like a full-stack AI utility.