Meta inks deal to use more Amazon chips

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TLDR

  • Meta will use tens of millions of Amazon Graviton cores to power its next-generation AI models.

Key Facts

  • Meta and Amazon announced a deal for Amazon to initially supply Meta with tens of millions of Graviton cores.
  • The deal expands an existing AWS-Meta partnership and would make Meta one of Graviton’s largest customers.
  • The companies say agentic AI is driving CPU-intensive workloads like real-time reasoning, code generation, and multi-step task orchestration.
  • Google also announced its eighth-generation TPUs on Wednesday, with separate versions for training and inference.

Why It Matters

  • Cloud providers are pushing homegrown chips as an alternative amid an industrywide shortage of Nvidia graphics chips.
  • The shift signals growing demand for CPU-based infrastructure alongside GPUs as AI workloads diversify.

Ina Fried / Axios · 2026-04-24 · Read the original