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AWS and NVIDIA plan 2 million more GPUs as their AI stack expands beyond accelerators

The scale of the AWS–NVIDIA expansion is the headline, but the builder consequence is broader: AWS is co-engineering more of the NVIDIA stack, from CPUs and interconnects to models, vector indexing and physical-AI infrastructure, rather than merely adding another GPU instance family.

Cloudflare Web Analytics can now change SPA pageview counts as it measures soft navigations properly

Cloudflare’s RUM measurement model now distinguishes hard navigations, native soft navigations and routing-API fallbacks. For React, Vue, Angular, Svelte and other client-routed sites, the immediate consequence is a metric discontinuity: pageviews and Core Web Vitals can shift without an underlying traffic change.

NVIDIA Groq 3 LPX enters full production with 3,431-token/s long-context inference

Groq 3 LPX is moving from architecture announcement to manufactured infrastructure. Artificial Analysis measured about 3,400 output tokens/s at both 10K and 100K context on an NVIDIA-hosted private endpoint, but the single-concurrency benchmark does not yet establish public-cloud price, multi-tenant throughput or end-to-end agent speed.

Meta opens Muse Spark’s 816B weights — but large model-as-a-service operators need a separate licence

Meta Muse Spark Open is genuinely downloadable, unlike a promised future weight release. But 42B active parameters do not make its 816B weights cheap to host, and the Muse Model License is not Apache or MIT: model-as-a-service operators over $20M in affiliated annual gross revenue need a separate agreement.