Pinterest has signed a $4 billion agreement with Amazon Web Services (AWS), marking the largest infrastructure commitment in the social media company’s history as it accelerates investment in artificial intelligence through 2031.
The visual discovery platform announced on Thursday that it will spend $4 billion on AWS cloud services over the next five years, extending a partnership that began in 2010 and deepening its reliance on Amazon’s cloud computing business to support AI-driven products for more than 600 million monthly users.
Under the agreement, Pinterest will use AWS’s custom-designed Trainium and Graviton processors to train and run large language models and vision-language models that power personalised visual search, recommendations and AI-assisted discovery features. Reuters reported that the move forms part of Pinterest’s broader effort to scale its AI initiatives as competition intensifies across social media and digital advertising.
Matt Madrigal, chief technology officer at Pinterest, said: “This expanded commitment with AWS gives us the compute flexibility, hardware optionality, and infrastructure efficiency to accelerate our AI vision for the next generation of visual discovery on Pinterest.”
Pinterest has increasingly focused on AI-powered services designed to improve content discovery and shopping experiences. The company recently launched Pinterest Assistant, a conversational search tool that uses vision-language models to help users find products, ideas and inspiration through more natural interactions.
According to Amazon, the companies have already collaborated on one of the largest data lake deployments running on AWS. The renewed agreement will support Pinterest’s next phase of AI model training, inference and broader platform infrastructure development.
The deal includes plans to expand Pinterest’s use of Graviton processors, which already support around one-third of its computing infrastructure. The company said it intends to diversify its accelerated computing workloads with Amazon’s custom silicon in an effort to improve the performance and efficiency of AI applications.
Amazon said the agreement will support a wider modernisation programme at Pinterest, including a transition from traditional Amazon EC2 environments to a Kubernetes-based architecture running on Amazon Elastic Kubernetes Service. The company expects the migration to improve reliability, operational efficiency and software development speed.
Dave Brown, senior vice president of AWS Compute & ML Services, said: “AWS is the best place to do AI at this scale, and we’re committed to helping Pinterest’s teams move faster and think bigger – benefiting users all over the world.”
Investors welcomed the announcement. Pinterest shares rose nearly 5 per cent in Thursday trading, while Amazon shares gained about 1.7 per cent following news of the agreement.
