Meta Becomes One of World’s Largest Customers of Amazon AI Chips

Meta has signed an agreement that it said makes the company one of the world’s largest customers of AWS Graviton cores, which are processing cores purpose-built for the demands of agentic artificial intelligence.

The agreement with Amazon Web Services (AWS) will bring tens of millions of these cores into Meta’s compute portfolio, with the flexibility to add more, Meta said in a Friday (April 24) press release.

The agreement builds on the companies’ longstanding relationship and supports Meta’s broader goal of diversifying compute to meet the demands of its AI systems, according to the release.

“As we scale the infrastructure behind Meta’s AI ambitions, diversifying our compute sources is a strategic imperative,” Meta Head of Infrastructure Santosh Janardhan said in the release. “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.”

This announcement came a day after it was reported that Meta plans to lay off about 8,000 employees, or 10% of its workforce, and leave 6,000 open roles unfilled to offset the investments it has been making in AI infrastructure.

PYMNTS reported in March that Meta plans to spend between $115 billion and $135 billion this year as it races to construct data centers, chips and other AI infrastructure. This level of spending puts it in the company of some of the biggest investors in AI infrastructure, including Amazon, Google and Microsoft.

AWS announced the agreement in its own Friday press release, saying that the deal builds on Meta’s longstanding relationship with AWS and use of Amazon Bedrock, a platform for building generative AI applications and agents, at scale to support its AI.

The company added that purpose-built chips such as Graviton are the most efficient way to power agentic workloads like code generation, real-time reasoning and frontier model training.

“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,” Nafea Bshara, vice president and distinguished engineer at Amazon, said in the release.

Amazon CEO Andy Jassy said in a 2025 Letter to Shareholders posted April 9 that Amazon’s chips business will be much larger than most people think.

The company’s annual revenue run rate for its chips business, which includes Graviton, Trainium and Nitro, is over $20 billion and growing triple-digit percentages year over year.

“If our chips business was a stand-alone business, and sold chips produced this year to AWS and other third parties (as other leading chips companies do), our annual run rate would be ~$50 billion,” Jassy said.