Pinterest Inc (NYSE:PINS) has announced a planned $4 billion commitment with Amazon Web Services (AWS) through 2031, deepening a long-running partnership aimed at expanding its artificial intelligence infrastructure and capabilities.
The agreement, described by AWS as Pinterest’s largest infrastructure investment to date, will see the visual discovery platform rely on AWS services to train and run AI models that power search, recommendations, and personalized content for more than 600 million monthly users worldwide.
Pinterest said it will increasingly use AWS custom silicon, including Trainium chips for AI model training and inference workloads, and Graviton processors to support broader platform infrastructure. The company currently runs roughly a third of its compute footprint on Graviton and plans to expand that usage under the new agreement.
The partnership extends a relationship between the two companies that dates back to 2010, during which Pinterest and AWS have jointly scaled large data systems and cloud infrastructure underpinning the platform’s recommendation and discovery tools.
Pinterest has been steadily increasing its focus on AI-driven features, including multimodal recommendation systems and transformer-based models designed to improve visual search and personalization.
More recently, the company introduced Pinterest Assistant, a conversational discovery tool built on vision-language models that allows users to refine searches through multi-turn interactions.
Under the expanded AWS agreement, Pinterest said it will continue developing both proprietary and open-source AI models to enhance user experience and advertiser performance. The company highlighted that the additional compute capacity is intended to support faster iteration of models used in visual search, shopping discovery, and content ranking.
The deal also reflects a broader infrastructure shift for Pinterest, which is migrating parts of its systems from traditional EC2-based environments toward a Kubernetes-based architecture using Amazon Elastic Kubernetes Service (EKS). The transition is expected to improve deployment speed, operational efficiency, and system reliability at global scale.
"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,” the company’s chief technology officer Matt Madrigal said in a statement.
“This strategic partnership will help accelerate AI innovation at Pinterest, improving both our consumer experience and advertiser performance by advancing our proprietary models and our use of open-source models.”
The companies did not disclose detailed financial terms beyond the $4 billion planned commitment, which runs through 2031.
Shares of Pinterest added more than 5% to about $22 on the news, while Amazon stock was up 1.5% at about $254.