Meta Partners with AWS for Massive Graviton Chip Deal
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 24 2026
0mins
Should l Buy GOOGL?
Source: Newsfilter
- Massive Chip Acquisition: Meta has entered into a deal with Amazon Web Services to utilize hundreds of thousands of Graviton chips, with the agreement lasting at least three years, demonstrating Meta's commitment to investing in high computing demands.
- AI Infrastructure Investment: Following a combined $48 billion in AI infrastructure agreements with CoreWeave and Nebius, Meta is enhancing its computing capabilities to support its applications that serve 3.6 billion daily active users.
- Data Center Expansion: With the completion of a new data center in Oklahoma, Meta will operate 32 data centers to handle increasing user loads, even as it announces layoffs of around 8,000 employees, or 10% of its workforce.
- Strategic Technology Choice: By opting for Graviton chips over other CPUs, Meta emphasizes its focus on performance and efficiency for AI workloads, positioning itself as one of the top five Graviton customers, thereby strengthening its competitive edge in the AI sector.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to fall
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 384.800
Low
305.00
Averages
374.25
High
400.00
Current: 384.800
Low
305.00
Averages
374.25
High
400.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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