Meta delays Avocado frontier model to May, Cursor, Ramp, and Anthropic race to build agent infrastructure, and GPT-5.4 merges the model stack

OpenAI collapsed its fragmented model lineup into GPT-5.4, the first model to combine reasoning, coding, and computer use while simultaneously shipping Codex-Spark at 1,000+ tokens per second on Cerebras hardware, a quiet signal that inference infrastructure is diversifying beyond NVIDIA.