Amazon Stock Just Keeps Rising. Here's the Latest Catalyst Driving Shares Higher -- and a Close Look at the Stock.

2 hours ago 1

Daniel Sparks, The Motley Fool

Sun, April 26, 2026 astatine 3:46 PM CDT 5 min read

Shares of Amazon (NASDAQ: AMZN) conscionable support climbing.

As of this writing, the e-commerce and unreality computing giant's banal is up much than 25% implicit the past 30 days. The latest catalyst? A caller woody with Meta Platforms (NASDAQ: META), successful which the Facebook genitor volition usage Amazon Web Services' Graviton5 cardinal processing portion (CPU) chips to assistance powerfulness artificial quality (AI) workloads.

This has Amazon investors upbeat, arsenic it's becoming progressively wide that the company's customized silicon strategy is simply a winning one. And this builds connected a overmuch bigger taxable investors person been warming up to lately: Amazon's monolithic investments look apt to wage disconnected handsomely -- and possibly adjacent sooner than investors had primitively thought.

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Computer servers successful a information center.

Meta and Amazon announced connected Friday that Meta volition usage AWS' Graviton5 CPU chips successful a monolithic multiyear deal. Meta volition usage "tens of millions of cores" worthy of Graviton chips, said Amazon engineering enforcement Nafea Bshara successful a property merchandise Friday morning.

"The woody marks a important enlargement of a long-standing concern betwixt the 2 companies arsenic Meta builds its adjacent procreation of AI," Amazon said successful the property release.

This is notable due to the fact that the AI communicative has mostly centered connected graphics processing units (GPUs), particularly those made by Nvidia. GPUs, of course, stay important for grooming ample AI models. But arsenic AI applications determination deeper into real-world usage, CPUs tin play an important relation successful inference and agentic workloads -- the portion wherever trained models are really deployed and used.

Ultimately, the Meta woody is simply a timely validation constituent for Amazon's custom-chip strategy.

The Meta announcement comes conscionable days aft Amazon and Anthropic announced an expanded concern that whitethorn beryllium adjacent much important.

Anthropic said it is committing much than $100 cardinal implicit the adjacent 10 years to AWS technologies, securing up to 5 gigawatts of caller capableness to bid and tally its AI model, Claude. The committedness spans Graviton and Trainium2 done Trainium4 chips, with an enactment to acquisition aboriginal generations of Amazon's customized silicon arsenic well.

Amazon is besides investing $5 cardinal successful Anthropic now, with up to $20 cardinal much imaginable successful the future, gathering connected the $8 cardinal Amazon had already invested.

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