semiconductor / news / / TNW
Meta signed a multibillion-dollar, multi-year deal to deploy tens of millions of Amazon’s Graviton5 ARM CPU cores in AWS data centres for agentic AI workloads.
Meta signed a multibillion-dollar, multi-year deal to rent AWS Graviton5 CPU cores, not purchase them.
KEY POINTS
- This move shifts Meta's use of Graviton chips from experimental to core infrastructure dependency for AI workloads.
- Meta's total AI compute procurement campaign now exceeds $200 billion, spanning Nvidia, AMD, CoreWeave, Nebius, Broadcom, and Amazon.
- Amazon refused requests from other customers to buy out all Graviton capacity, reserving availability for strategic clients like Meta.
- Meta's projected AI demand is so large that even $135B annual CapEx and in-house chips are insufficient.
COMPANIES
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