Bloomberg 2026-04-25-2
Meta Strikes Multibillion-Dollar Deal to Use Amazon Chips for AI Projects
Meta is renting hundreds of thousands of Graviton chips from AWS for multiple billions; Graviton is a CPU, not an accelerator. The consensus is measuring AI capex by GPU count, but at production scale the CPU layer, which handles feature serving, retrieval, ranking, and orchestration, runs roughly 5-10x the accelerator unit count. This deal is the first explicit public signal that reframes general-purpose CPU compute as a distinct AI infrastructure category, and it means the total AI infrastructure commitment envelope is materially larger than accelerator-only framings capture.