In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs

Meta signed a deal for millions of Amazon-built AI CPUs for agentic AI workloads. The snippet confirms CPUs, not GPUs, and a scale of “millions”; the post does not disclose chip model, price, delivery timeline, or deployment details. The signal to watch is agent workloads pulling demand beyond GPUs.

Why it matters: Meta buying millions of Amazon AI CPUs is an unusual infra move, so HKR-H and HKR-R are strong. HKR-K clears because the story gives scale, chip class, and agentic-workload use, but model, price, delivery, and deployment details are undisclosed, so it stays in the 78–84 band.