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Meta Keeps Chipping Away, Pens New AWS Deal for Millions of Custom AI Chips
Meta announced it will use "tens of millions" of AWS Graviton chips to advance its AI efforts, making it the most high-profile entity to deploy AWS's custom chips at scale.
The deal, announced on Friday, propels the Mark Zuckerberg-led company to become one of the largest Graviton customers, AWS said in a statement.
Before this, Meta used AWS as a cloud provider; now, Jeff Bezos's company is supplying fellow tech bro, Zuck, with chips for AI infrastructure.
"AWS has been a trusted cloud partner for years, and expanding to Graviton allows us to run the CPU-intensive workloads behind agentic AI with the performance and efficiency we need at our scale," said Santosh Janardhan, Meta's head of infrastructure, in a statement.
Meta's investment signals its push toward the next wave of AI, particularly agentic AI. Demand for AI chips is outpacing supply and companies like Meta are locking in long-term deals to secure compute.
While GPUs are still used to train AI models, CPUs like Graviton are critical for real-time decision-making, orchestrating tasks and running AI systems at scale, Meta explained.
Graviton was AWS's first custom cloud processor and is used by companies such as Uber, Pinterest, Airbnb and Formula 1.
AWS boasts that its in-house Graviton5 chips offer "faster data processing and greater bandwidth critical for AI systems that need to reason through and execute tasks at scale continuously."
This is in line with Meta's current needs and comes on the back of a $10 billion deal the Menlo Park-based company signed with Google Cloud in August 2025, as reported by CNBC.
"As we scale the infrastructure behind Meta's AI ambitions, diversifying our compute sources is a strategic imperative," Janardhan said.