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technology1h ago
Meta’s latest AI move hands AWS control of critical compute layer
- Meta signs a wholesale deal with AWS to deploy tens of millions of Graviton cores and related infrastructure.
- The deal emphasizes renting AWS-hosted compute rather than purchasing hardware for Meta’s data centers.
- Graviton5, built on a 3nm process, provides 192 Arm Neoverse V3 cores and 600 MB cache for demanding workloads.
- AWS designs the Graviton stack end-to-end, allowing performance tuning tailored for Meta’s AI workloads.
- The agreement includes not just cores but power, data center space, networking, and management layers.
- Meta anticipates extending deployment beyond the initial tens of millions of cores as AI capabilities grow.
- Nafea Bshara of Amazon emphasizes the infrastructure and data services backing billions of interactions.
- TechRadar frames the deal as a potential blow to traditional CPU vendors like AMD and Intel at scale.
- The deal aligns with Meta’s broader AI strategy to manage agentic workloads efficiently at scale.
- The stack includes a Nitro system enabling bare metal instances with familiar networking and storage.
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