Meta signs Graviton multiyear deal

Meta and Amazon Web Services said on April 24 that Meta signed a multiyear deal to add AWS Graviton processors to its AI infrastructure for agentic AI workloads. (about.fb.com) (aboutamazon.com) The deployment starts with tens of millions of Graviton cores, and both companies said Meta will become one of the largest Graviton customers in the world. (about.fb.com) (aboutamazon.com) Meta said the chips are Graviton5 processors, Amazon’s Arm-based server central processing units, and said the agreement can expand as Meta’s AI needs grow. (about.fb.com) (aboutamazon.com) Agentic AI systems use more central processing than older chatbot-style products because they keep reasoning, generate code, and handle multi-step tasks in real time. (aboutamazon.com 1) (aboutamazon.com 2) Meta said no single chip design can serve every AI job efficiently, and framed the AWS deal as part of a broader “portfolio approach” to infrastructure. (about.fb.com) That approach has accelerated this year. On April 14, Meta said it signed a long-term agreement with Advanced Micro Devices for up to 6 gigawatts of Instinct graphics processors for AI infrastructure. (about.fb.com) Meta has also been expanding its own silicon. In March, the company said it was developing and deploying four new generations of Meta Training and Inference Accelerator chips over two years. (about.fb.com) Amazon is using the announcement to press a different point: some AI workloads need more than graphics chips. Amazon said Graviton5 has 192 cores and 25% better performance than the prior generation on 3-nanometer technology. (aboutamazon.com 1) (aboutamazon.com 2) The companies did not disclose a contract value in their official statements. A Yahoo Finance report, citing the announcement details, described the agreement as worth billions of dollars and covering hundreds of thousands of chips. (finance.yahoo.com 1) (finance.yahoo.com 2) For Meta, the immediate effect is more CPU capacity tied directly to Amazon’s cloud. For Amazon, the deal gives AWS a marquee AI customer for its in-house server chips. (about.fb.com) (aboutamazon.com)