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## Overview Amazon Web Services (AWS) has inked a multiyear deal to supply Meta Platforms with cloud infrastructure, reportedly worth billions of dollars, according to Bloomberg (SiliconANGLE, April 24, 2026, citing Bloomberg). ## Key Details - The agreement centers on AWS's Graviton family of internally developed CPUs (SiliconANGLE). - According to the company, Meta will purchase access to tens of millions of Graviton chips (SiliconANGLE). - The deal is structured as a multiyear supply arrangement (SiliconANGLE). ## Strategic Context This deal is part of an escalating wave of major cloud/AI infrastructure partnerships as hyperscalers race to secure compute capacity for AI workloads. It follows other major infrastructure tie-ups including Meta's Broadcom custom AI processor partnership, Meta-CoreWeave deal, and Anthropic's multi-cloud commitments with AWS and Google. Notably, this deal uses AWS's custom Graviton CPUs rather than Nvidia GPUs, suggesting Meta is diversifying its compute supply chain beyond GPU-centric providers, potentially as a cost and capacity hedge amid ongoing chip scarcity concerns. ## Why This Matters For investors and enterprise technology strategists, this deal highlights: (1) the scale of AI infrastructure spending among major tech companies; (2) AWS's push to monetize its custom silicon (Graviton) at hyperscale; (3) Meta's multi-vendor compute strategy spanning AWS, Broadcom, CoreWeave and its own infrastructure. It also underscores intensifying competition among cloud providers (AWS, Google Cloud, Microsoft Azure) for anchor AI customers. ## Entities Involved - Amazon Web Services (AWS) - Meta Platforms Inc. - AWS Graviton CPU family