Meta gobbles up AWS Graviton capacity

Meta is now one of the largest customers of AWS Graviton chips. Amazon said Meta will deploy "tens of millions of Graviton cores" in a move that highlights how the CPU is back due to AI inference.

According to Amazon, Meta and AWS have expanded a partnership that now includes Graviton custom CPUs. The Meta deployment starts and scale and can move higher. Meta leverages Amazon Bedrock to support its AI efforts.

At Google Cloud Next and during Intel's earnings call it's clear that the once-lowly CPU is back as AI inference scales. Intel cited CPU strength during its earnings call and AMD is likely to show something similar. Even GPU king Nvidia is getting in on the CPU act--including a deal with Meta.

• Meta to double down on Nvidia's AI stack, including CPUs
• Meta launches new set of AI chips, but its approach is the big lesson

Amazon said Meta sill use Graviton5 for AI inference, reasoning, code generation, search and orchestrating multi-step tasks. Graviton5 has 192 cores and a cache that's 5 times larger than the previous generation.

Bottom line: Custom silicon is in and will be a big part of the AI inference mix. Amazon CEO Andy Jassy said in his 2025 shareholder letter that AWS silicon demand is surging. "Two large AWS customers have already asked if they could buy *all* of our Graviton instance capacity in 2026," said Jassy.

Jassy added that AWS' annual revenue run rate for its chips business now tops $20 billion. If AWS sold its chips to AWS and other third parties, the annual revenue run rate would be $50 billion. "There’s so much demand for our chips that it’s quite possible we’ll sell racks of them to third parties in the future," said Jassy.

Also see: Anthropic, Amazon links tighten: Anthropic to spend $100 billion over 10 years on AWS capacity