Meta is acquiring tens of millions of AWS Graviton 5 processor cores from Amazon, positioning itself as one of the largest Graviton customers globally. These cores are slated to power agentic AI systems, which are designed to independently plan and execute tasks. While GPUs remain indispensable for the training phase of AI models, the critical orchestration and coordination of these sophisticated systems heavily rely on CPUs.
Meta has demonstrated a growing commitment to ARM-based processors. In February, the company announced the deployment of Nvidia's Grace CPUs. Following this, ARM unveiled in March a data center chip, co-developed with Meta, known as the “AGI CPU.” This strategic progression suggests that Meta may initially run its workloads on the ARM-based Graviton 5 CPUs before transitioning to its newly developed ARM chips.
The agreement with AWS is structured to be expandable as needed, though neither company has disclosed specific pricing details or the duration of the contract. Additionally, Meta also formalized a separate deal with AMD in February.