Meta signs multibillion-dollar deal for Amazon Graviton5 chips as AI compute demand outstrips $135B capex budget
By Cristian Dina
Published on April 25, 2026.
Meta has signed a multibillion-dollar multi-year deal with Amazon Web Services (AWS) to deploy tens of millions of Graviton5 processor cores for agentic AI workloads. The chips are general-purpose processors, not AI accelerators, which handle the CPU-intensive inference and orchestration tasks behind real-time reasoning and multi-step agents. The deal is part of a $200 billion procurement campaign across several companies including Nvidia ($50B), AMD ($60B), CoreWeave ($35B), Nebius ($27B), and Broadcom ($29B), as well as Amazon. This deal is significant as Amazon is a direct competitor to Meta in advertising, commerce, and increasingly in AI. The majority of the capacity will be deployed in US data centres. The Graviton 5 delivers a 25% performance uplift over its predecessor with 33% lower inter-core latency despite doubling the core count.
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