Meta Signs Multibillion-Dollar AWS Deal for AI Infrastructure

Quick Facts

• Meta signed a multibillion-dollar, three-year AWS deal to access tens of millions of Graviton5 processor cores
• The agreement makes Meta one of the world’s largest Graviton customers and one of AWS’s top five chip buyers
• Deal focuses on CPU-intensive agentic AI workloads like real-time reasoning and code generation

Meta signed a multibillion-dollar infrastructure agreement with Amazon Web Services to deploy tens of millions of Graviton5 processor cores over the next three years. The deal makes Meta one of AWS’s largest Graviton customers worldwide.

The agreement announced April 24 targets CPU-intensive agentic AI workloads including real-time reasoning, code generation, search, and orchestration of multi-step tasks. Meta will use hundreds of thousands of Graviton chips to support these operations.

“As we scale the infrastructure behind Meta’s AI ambitions, diversifying our compute sources is a strategic imperative,” said Santosh Janardhan, Meta’s head of infrastructure. “Expanding to Graviton allows us to run the CPU-intensive workloads behind agentic AI with the performance and efficiency we need at our scale.”

The Graviton5 processors feature 192 cores built using a three-nanometer manufacturing process from Taiwan Semiconductor Manufacturing Co. Each chip contains cache five times larger than the previous generation, reducing inter-core communication delays by up to 33% and delivering 25% better performance.

Meta expects to spend $115 billion to $135 billion on AI infrastructure in 2026, up from $72.2 billion in 2025. The AWS deal follows $48 billion in AI infrastructure commitments Meta made with CoreWeave and Nebius.

The company announced plans to lay off approximately 8,000 employees, or 10% of its workforce, one day before revealing the AWS partnership. CEO Mark Zuckerberg called 2026 “the year that AI starts to dramatically change the way that we work.”

“This isn’t just about chips; it’s about giving customers the infrastructure foundation, as well as data and inference services, to build AI that understands, anticipates, and scales efficiently to billions of people worldwide,” said Nafea Bshara, AWS vice president and distinguished engineer.

AWS CEO Andy Jassy disclosed Amazon’s custom silicon business generates more than $20 billion annually. Graviton has gained adoption from Adobe, Apple, and Snowflake. The processor family competes with traditional CPU providers as companies seek alternatives to expensive GPU-based infrastructure.

The deal reflects a shift in AI infrastructure demand. While GPUs remain essential for training large language models, agentic AI workloads require CPU-intensive processing for tasks like multi-step reasoning and real-time orchestration.

Read more: AWS inks multibillion-dollar AI infrastructure deal with Meta