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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
Meta-AWS deal boosts custom silicon thesis. Meta to add tens of millions of AWS Graviton cores for AI inference/agentic workloads, supporting compute diversification. Watch CPU supply, unit-scope clarity, and follow-through after AMZN +1.7%. $AMZN $META #AI
2026-04-24T12:48:57.981Z