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Meta Teams with AWS, Deploys Tens-Millions Graviton5 AI Cores

4/24/2026

Summary

Meta Deploys Graviton5

Meta signed an agreement with Amazon Web Services to deploy tens of millions of Graviton5 processor cores for its AI workloads.
The Graviton5 chips contain 192 cores, a cache five times larger than the prior generation, and 3-nanometre technology that reduces communication delays by up to 33 percent.
The deployed cores will handle CPU-intensive agentic AI tasks such as code generation, real-time reasoning, search queries and complex workflow coordination.
Santosh Janardhan, Meta’s Head of Infrastructure, said diversifying compute sources is a strategic priority as the company scales its AI ambitions.
Nafea Bshara, vice president and distinguished engineer at Amazon, said the chips give customers the infrastructure foundation to build AI that scales efficiently to billions of people worldwide.

Summary

Meta Announces Layoffs

Meta announced plans to lay off 8,000 employees, 10% of its workforce, after unveiling AI-infrastructure deals.
Meta signed GPU agreements worth $48 billion with CoreWeave and Nebius.
Amazon’s silicon business, generating $20 billion annually, uses Graviton chips that consume 60% less energy than competitors.
After the Meta-Graviton news, Amazon stock rose 3% while Intel stock jumped 22%.
Anthropic and OpenAI secured $25 billion and $100 billion deals to run models on Amazon Trainium chips.

Summary

Amazon Secures Meta

Amazon secures Meta as a major AI CPU customer, directly challenging Nvidia's dominance in inference workloads.
Amazon claims its Graviton chips deliver superior price-performance to Nvidia GPUs and the new Vera CPU.
The deal shifts cloud revenue from Google Cloud to AWS, strengthening Amazon’s position in cloud services.
Analysts say the validation of custom CPUs for AI agents may prompt other firms to consider alternatives to Nvidia hardware.

History

Historical Context

After AWS introduced its first 16-core Graviton ARM chip in 2018 and followed with Graviton2 (2019) and Graviton3 (2022), it announced the fifth-generation Graviton5 in December 2025 with up to 192 cores per die. In 2024 Meta signed a deal to run tens of millions of these cores, extending AWS’s push away from Nvidia GPUs and intensifying competition for Intel and other hardware rivals.

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Meta Deploys Graviton5

Meta signed an agreement with Amazon Web Services to deploy tens of millions of Graviton5 processor cores for its AI workloads.
The Graviton5 chips contain 192 cores, a cache five times larger than the prior generation, and 3-nanometre technology that reduces communication delays by up to 33 percent.
The deployed cores will handle CPU-intensive agentic AI tasks such as code generation, real-time reasoning, search queries and complex workflow coordination.
Santosh Janardhan, Meta’s Head of Infrastructure, said diversifying compute sources is a strategic priority as the company scales its AI ambitions.
Nafea Bshara, vice president and distinguished engineer at Amazon, said the chips give customers the infrastructure foundation to build AI that scales efficiently to billions of people worldwide.

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