Amazon announced a multi‑year agreement with Meta Platforms to deploy tens of millions of AWS Graviton5 custom‑CPU cores for its agentic AI workloads. The deal expands Amazon’s custom silicon footprint and positions AWS as a key infrastructure partner for Meta’s rapidly growing AI initiatives.
The agreement, announced on April 24, 2026, will see Meta deploy Graviton5 chips—each featuring 192 cores and built on 3‑nanometer technology—across its data centers. The partnership is expected to provide Meta with significant cost advantages for AI inference and training, while giving Amazon a long‑term revenue stream estimated to be in the tens of billions of dollars.
Graviton5’s 192‑core design and five‑fold larger cache than its predecessor deliver up to 25 % better performance per watt, enabling Meta to run CPU‑intensive agentic AI tasks such as real‑time reasoning, multi‑step planning, and orchestration more efficiently than GPUs alone.
The deal underscores a broader industry shift toward diversified compute stacks. Meta is already partnering with Nvidia, AMD, and Google Cloud, and is developing its own MTIA chips. By adding AWS’s Graviton5 to its mix, Meta can balance performance, cost, and energy efficiency across its AI workloads.
For Amazon, the agreement reinforces the success of its custom silicon strategy. Over 90 % of AWS’s largest 1,000 customers already use Graviton chips, and the new partnership is expected to cement AWS’s position as a leading provider of cost‑effective, high‑performance AI infrastructure.
Market reaction to the announcement was positive, with analysts noting that the magnitude of the deal and its strategic importance for both companies were key drivers. The partnership validates Amazon’s custom silicon business and marks a significant step in Meta’s massive AI infrastructure build‑out.
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