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AI & Enterprise

Meta to deploy millions of AWS Graviton CPUs to handle AI agent workloads

Meta has signed a deal to adopt millions of Graviton CPUs developed by Amazon Web Services, TechCrunch reported on April 24. Graviton is an Arm-based CPU, and demand for CPUs is rising as AI agents handle compute-intensive tasks such as real-time inference, coding, search and multistep coordination after model training. Amazon also has its Trainium AI GPUs, and Anthropic secured significant volumes after committing to spend $100 billion on AWS over 10 years.

AI & Enterprise

Amazon CEO says AI not overheated, calls it once-in-a-lifetime opportunity

Amazon CEO Andy Jassy (앤디 재시) called artificial intelligence a core growth opportunity and outlined an expansion strategy centered on AWS and in-house AI chips. He rejected claims of an AI bubble and said adoption is faster than any prior technology. Jassy said AWS AI revenue has topped $15 billion on an annualised basis and that demand is outpacing infrastructure expansion. He highlighted growing Trainium demand and reaffirmed large upfront investment plans.

AI & Enterprise

Amazon considers selling its in-house AI chips to companies beyond AWS

Amazon CEO Andy Jassy said the company is considering selling its in-house AI chips to external customers beyond AWS, Bloomberg News reported. He disclosed for the first time that Amazon’s internal chip unit has annualised revenue of more than $20 billion. Jassy said annualised revenue could reach $50 billion if sold to both AWS customers and third parties. He also pointed to uptake of Graviton and demand for Trainium chips.