Amazon AMZN closed up 3.49% on Friday, reaching a record high with $13.991 billion in trading volume. Meta signed a large-scale Graviton5 CPU deployment agreement as AI infrastructure demand continues to surge.

Amazon Performance

According to Gold Pattern APP report, during the U.S. stock trading session on Friday, April 24, 2026, Amazon (AMZN.US) shares closed up 3.49%, hitting a new all-time high with a trading volume of $13.991 billion. The stock's strong performance was driven by news of a major cooperation agreement between Meta and AWS, directly boosting investor confidence in the long-term growth prospects of Amazon Web Services (AWS).

Amazon's stock price reached a record high, continuing the strong trend seen among tech giants riding the AI theme, reflecting the market's optimistic outlook on the continuously expanding demand for cloud infrastructure.

Meta Partnership

On April 24, 2026 (local time), Amazon and Meta announced a significant cooperation agreement. Meta has entered into an agreement with Amazon Web Services (AWS) to deploy the Graviton5 CPU (central processing unit) chips at large scale, with an initial rollout involving tens of millions of Graviton cores and potential for further expansion. This agreement makes Meta one of AWS Graviton processors' key large-scale customers.

Their long-term partnership is thus significantly deepened, as Meta will leverage AWS’s in-house Arm architecture chips to support its next-generation artificial intelligence infrastructure construction.

Graviton5 Technology

Graviton5 is AWS's latest generation of self-developed Arm architecture CPU processor, featuring 192 Neoverse V3 cores, optimized specifically for high parallelism and CPU-intensive workloads. Compared to its predecessor, Graviton5 achieves significant improvements in performance and energy efficiency, making it especially suitable for real-time inference, code generation, search, as well as multi-step task orchestration—core scenarios for “agentic AI”.

This processor excels in data processing speed and inter-core bandwidth, efficiently handling workloads requiring continuous inference and complex task execution in AI systems, providing Meta’s AI applications with robust computational power support.

AI Infrastructure

As generative AI evolves into agentic AI, infrastructure needs are shifting from pure GPU training to hybrid architectures where CPUs and GPUs collaborate. GPUs still dominate model training, while CPUs play key roles in model deployment, real-time inference, and multi-agent system coordination. This trend is driving huge demand for efficient and cost-effective CPU solutions.

Meta's choice to deploy AWS Graviton5 at large scale demonstrates the industry's pursuit of diversified compute architectures and highlights AWS's competitive edge in self-developed chips, helping Amazon Cloud Services further consolidate its market-leading position in the AI era.

Market Impact

The cooperation agreement between Meta and AWS not only brings considerable cloud infrastructure revenue expectations to Amazon but also strengthens AWS's strategic position in the AI computing power supply chain. Analysts believe such large contracts will accelerate AWS revenue growth and provide solid support for Amazon’s overall valuation.

Against the backdrop of a strong semiconductor sector, Amazon stock hitting an all-time high reflects the market’s recognition of the dual long-term growth drivers of cloud services and AI infrastructure.

Editor’s Summary

Amazon's share price reached a record high following the Meta large-scale Graviton5 deployment agreement, highlighting the core value of AWS’s in-house developed chips in the age of agentic AI. Cloud giants are deeply participating in AI infrastructure construction through vertical integration of hardware and services. While AWS's revenue growth and margin improvements are worth watching, attention should be paid to intensified industry competition and the impact of the macro environment on capital expenditure.

FAQ

Q: Why did Amazon stock rise 3.49% and hit a record high on Friday?
A: The main reason was the boost from news of Meta and AWS reaching a large-scale Graviton5 CPU deployment agreement. Meta’s initial rollout of tens of millions of Graviton cores is expected to bring significant cloud revenue to AWS. This positive development directly increased investor confidence in the long-term growth of Amazon Web Services, pushing the stock to record levels.

Q: What is the specific scale of the Meta-AWS Graviton5 collaboration?
A: The agreement involves the initial deployment of tens of millions of Graviton cores, with further expansion potential. Meta will become one of AWS Graviton processor's most important large customers. The cooperation term spans multiple years and is expected to involve multi-billion-dollar cloud infrastructure spending.

Q: Which AI scenarios are Graviton5 CPUs mainly suited for?
A: Graviton5 is optimized for agentic AI workloads, suitable for real-time inference, code generation, search, and multi-step task orchestration—scenarios that are CPU-intensive. In conjunction with GPUs, Graviton5 can efficiently support deployment and operational phases of AI models.

Q: What is the strategic significance of this partnership for AWS and Amazon?
A: This agreement strengthens AWS’s competitiveness in AI infrastructure, demonstrating the practicality and cost advantages of its Arm-based self-developed chips and helping increase AWS’s market share and margin. At the same time, Amazon further consolidates its position in the global AI compute supply chain through vertical integration of hardware and cloud services.

Q: What risks should investors watch regarding this event?
A: Attention should be paid to the actual pace of AI capital expenditure implementation, the sustainability of demand from major clients like Meta, the competitive landscape between the Arm architecture and x86/GPU ecosystems, and the macroeconomic impact on tech enterprise infrastructure investments. As the stock price is already at a high level in the short-term, there is risk of profit taking, so it is recommended to dynamically assess in conjunction with AWS’s quarterly financial reports.