Pinterest, Inc. (NASDAQ:PINS) shares are trading higher on Thursday after the social media company disclosed that it is expanding its collaboration with Amazon.com, Inc. (NASDAQ:AMZN) Amazon Web Services (AWS).

The renewed agreement with AWS is the largest infrastructure commitment in Pinterest’s history and is expected to accelerate the company’s AI roadmap.

Partnership To Boost AI Infrastructure

This strategic partnership includes a planned $4 billion commitment for cloud services through 2031, aimed at enhancing Pinterest’s AI capabilities and infrastructure.

This move is designed to improve the search and shopping experience for the platform’s over 600 million monthly active users.

Pinterest CTO Matt Madrigal says the expanded commitment with AWS gives compute flexibility, hardware optionality, and infrastructure efficiency to “accelerate” AI innovation at Pinterest and improve consumer experience and advertiser performance.

Recent AI Advancements

During the earnings call, the company disclosed a major AI advancement. The company named PinRec, which is a generative retrieval system trained on user activity and the Taste Graph. It delivers personalized results across all surfaces using a single model.

Since its launch in 2025 and expansion in ...