Meta signed a multibillion-dollar, multi-year deal with Amazon Web Services last week to deploy tens of millions of Graviton5 CPU cores across AWS data centers, making Meta one of the five largest Graviton customers worldwide. The deal focuses explicitly on CPU-intensive agentic AI workloads, not GPU training, with Amazon CEO Andy Jassy saying in a post accompanying the announcement that agentic AI is “becoming almost as big a CPU story as a GPU story.”
Meta already has GPU and accelerator contracts worth hundreds of billions across Nvidia, AMD, Broadcom, Google, CoreWeave, and Nebius, and it went to AWS specifically for general-purpose CPUs. Santosh Janardhan, Meta's head of infrastructure, said in the joint announcement that "diversifying our compute sources is a strategic imperative," and that Graviton allows the company to "run the CPU-intensive workloads behind agentic AI with the performance and efficiency we need at our scale."