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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.

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.