Pinterest commits $4 billion to AWS in largest-ever cloud deal to accelerate AI vision

Pinterest AWS Deal Marks Largest Infrastructure Commitment

Pinterest has announced a $4 billion cloud deal with Amazon Web Services that extends through 2031, representing the largest infrastructure agreement in the company's 16-year history 1

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. The commitment to cloud services deepens a partnership that began in 2010, with AWS designated as Pinterest's Preferred Cloud Services Provider 3

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. Shares of Pinterest rose nearly 5% following the announcement, while Amazon shares climbed 1.7% 1

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The infrastructure agreement is structured to support Pinterest's next phase of growth across AI model training, inference operations, and platform infrastructure 4

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. For Pinterest, which serves more than 600 million monthly active users, the scale of investment reflects how central artificial intelligence has become to its core business model 2

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Custom AI Chips Power Visual Search Capabilities

Amazon Web Services will provide Pinterest with access to custom AI chips, including Graviton and Trainium processors, to help scale its AI initiatives 1

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. Pinterest plans to diversify its accelerated compute usage with Amazon's custom silicon to improve price performance for its AI needs 1

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. The company currently uses Graviton for approximately one-third of its compute infrastructure and intends to expand that usage across more systems that support discovery 3

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Pinterest will leverage AWS Trainium to host and run large language models and vision-language models that power experiences like AI-powered visual search and personalized discovery 4

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. According to Pinterest Chief Technology Officer Matt Madrigal, "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" 5

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AI Investment Addresses Critical Business Gap

The Pinterest AWS deal lands against a backdrop of accelerating investment across the company. Pinterest posted $1.008 billion in Q1 revenue, up 18% year over year, with global monthly active users reaching 631 million 2

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. About half of its 80 billion monthly searches carry commercial intent, making the gap between engagement and monetization a central business problem the company is now organized around closing 2

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Pinterest has been investing heavily in AI tools by rolling out upgrades to its Performance+ ad suite to boost growth amid intensifying competition from major players such as TikTok and Meta's Instagram and Facebook 1

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. The company recently launched Pinterest Assistant, a conversational discovery feature powered by open-source vision-language models that lets users refine what they are looking for through back-and-forth queries rather than single searches 2

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Infrastructure Modernization Through Kubernetes

Beyond cloud computing services and custom chips, Pinterest plans to continue a major infrastructure modernization effort under the agreement, transitioning from traditional EC2-based environments to a Kubernetes-based architecture on Amazon Elastic Kubernetes Service 4

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. Pinterest and Amazon Web Services have worked together since 2010 to improve the reliability, efficiency, and performance of Pinterest's core services, including jointly optimizing one of the largest-scale data lakes on AWS 4

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. This renewed agreement significantly deepens that long-standing relationship and positions Pinterest to handle the substantially higher computing power required to train and run AI models at scale 2

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