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Semantics Delivery Network: Rethinking Web Retrieval Infrastructure for LLM Agents

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arXiv:2609.22486v1 [cs.NI] 18 Sep 2026

Semantics Delivery Network: Rethinking Web Retrieval Infrastructure for LLM Agents Peichun Hua

Yunming Xiao∗

The Chinese University of Hong Kong, Shenzhen China [email protected]

The Chinese University of Hong Kong, Shenzhen China [email protected]

Abstract

Keywords

Large language models (LLMs) increasingly rely on external sources when answering questions that require proprietary information or up-to-date live web content, through both traditional single-shot retrieval-augmented generation (RAG) and multi-turn agentic RAG. Yet today’s web infrastructure is still built for human clients. Given a query, current search services return a list of URLs and snippets ranked for generic relevance; content delivery networks (CDNs) cache URL-addressed objects (texts, images, videos, etc.) without knowing which passage an agent needs. LLMs, in contrast, consume short, semantically coherent passages—hereafter, chunks—selected for downstream task utility rather than similarity alone, and may retrieve statefully across reasoning turns. Uncoordinated agents also repeat search, data acquisition, and semantic processing, duplicating work that could be shared. We argue that semantic chunk retrieval should become a first-class network-delivery abstraction. We propose Semantics Delivery Network (SemDN): an origin-authorized, hierarchical edge substrate that indexes, searches, and smartcaches web content at chunk granularity. SemDN serves agents on behalf of participating websites, amortizes data acquisition and processing across agents, and supports tenantspecific retrieval policies. Because, unlike URL caching, semantic retrieval provides no explicit miss signal, SemDN must estimate when its enrolled corpus may be incomplete or stale and trigger scoped discovery or refresh. It raises open questions about shareable retrieval state, hierarchical caching, coverage risk, and deployment. Our preliminary probes reveal a large gap between page content processed and chunks consumed, substantial task-local reuse, and higher answer quality per context token from chunk delivery.

Content Delivery Networks, Retrieval-Augmented Generation, Agentic Search, Semantic Caching, Vector Search

1

Introduction

Machine-generated retrieval is becoming an important part of the web’s read path. LLMs retrieve external content to ground answers, from single-shot RAG [48] to multi-turn agentic search that interleaves reasoning and retrieval [37, 55]. Increasingly, this retrieval targets the live web: browsing agents and freshness-sensitive benchmarks make static corpora insufficient [46, 51, 62, 89, 94, 96], while query-time fetcher traffic is rising sharply [18, 24, 108]. Yet these machine clients retrieve through infrastructure designed for human readers. Discovery APIs expose URLand snippet-oriented results optimized for generic relevance; CDNs cache URL-addressed objects without knowing which passage an agent needs. An LLM instead consumes short semantic chunks1 rather than pages [70, 107]. It cares about downstream utility, not similarity alone [11, 20, 55, 77]; retrieves statefully across related sub-queries; and belongs to an uncoordinated population that repeatedly downloads, cleans, and embeds the same content, pushing redundant work onto origins [24]. The CDN offers a useful architectural precedent: edge placement, origin offload, and freshness management [2]. CDNs now go beyond opaque byte delivery and run origin logic at the edge, such as dynamic web logic, analytics, and DDoS and bot defense [17, 50]. Yet, they still lack the queryto-content abstraction required for semantic retrieval. We argue that semantic chunk retrieval should become a first-class network-delivery abstraction. We propose Semantics Delivery Network (SemDN): a new semantic delivery substrate that serves agents on behalf of participating origins. It encodes, indexes, searches, and smart-caches web content at chunk granularity, returning the passages an LLM actually needs rather than the pages it must otherwise download and post-process itself.

CCS Concepts • Networks → Network architectures; In-network processing; Overlay and other logical network structures; Network measurement; • Information systems → Web searching and information discovery.

1 A chunk broadly denotes a semantic unit; this may be a text passage [42],

an image region [25, 71] or page screenshot [92], a table block [31], an audio clip [97], or a video segment [58].

∗ Corresponding author

1

Peichun Hua and Yunming Xiao

Two recent results make this new paradigm increasingly practical. First, recompute-based indexing, such as EdgeRAG and LEANN, shows that embeddings need not all be stored but can be regenerated on demand during search [74, 93]. An edge can therefore cache versioned normalized content blocks, maintain a canonical candidate index, and selectively materialize registered model-specific vectors where demand justifies them, trading storage for compute. Second, agent query streams can be bursty and task-coherent, creating locality that an edge hierarchy may exploit for placement and reuse [21, 47]. Prior systems separately expose retrieved chunks as a service [1], build managed indexes over tenant corpora [16], or reduce vector-index storage through on-demand recomputation [74, 93]; LLM-serving caches store responses or KV states per application, and KDN proposes delivering KV caches like CDN content [6, 15, 38]. SemDN’s architectural step is to join semantic selection with an origin-authorized hierarchical delivery and freshness path, sharing acquisition and normalized content across tenants while exposing semantic demand to placement and refresh decisions. This paper makes three contributions. (1) We characterize today’s LLM web-retrieval path and distill four structural mismatches between that workload and the search-engine/CDN stack, including its redundant, failure-prone preprocessing (§3). (2) We propose Semantics Delivery Network, a new edge retrieval substrate, and contrast its data path with today’s (§4, Fig. 1). (3) We organize its research agenda around shareable retrieval state, hierarchical caching, and two-sided deployment, and report preliminary evidence for semantic retrieval as a network-delivery abstraction (§5, §6).

(typically a few hundred tokens [70, 107]), each mapped to a dense vector by an encoder, e.g., E5 [91] or BGE [12]. A query is embedded by (typically) the same encoder, and the approximate nearest-neighbor search (ANNS) system returns the top-𝑘 chunks efficiently with a graph index such as HNSW [56, 59], a clustering-based index such as IVF and IMI [7, 36], or low-bit representation [28, 34, 35, 105, 106]. Embeddings need not be stored: rather than keeping an index several times larger than the raw text, a system can recompute embeddings on demand and trade storage for compute [93], a trade we return to as a design knob (§5.1). Agentic search interleaves reasoning and retrieval over multiple turns: the agent identifies missing information, queries, incorporates returned passages, and repeats, turning one question into a task-coherent sequence [5, 37, 96]. Yet similar passages can contain no useful information for the answer and might instead mislead reasoning with distractors [19], so retrievers trained on downstream correctness rather than query–passage similarity can improve accuracy and reduce search turns. Moreover, the best retriever may be coupled with the agent [55, 77].

2.3

A common production path for LLM web retrieval is a twostage pipeline (Fig. 1a). A search engine results page (SERP) API (e.g., Serper [75], Brave [9], Exa [23]) maps a query to ranked URLs and snippets but does not return content. A separate reader (e.g., Firecrawl [26], Jina [40, 90], Tavily [82]) fetches those pages, strips boilerplate, and returns clean text. The application then chunks, embeds, ranks, reasons, and may issue another query [37, 55, 79]. Applications cannot generally rely on cross-provider reuse or origin-integrated freshness; each assembles its own pipeline or adopts a providerspecific one.

2 Background 2.1 Content Delivery Networks We take CDN basics as given and recall only what bears on our argument. A CDN caches origin content at edge points of presence (PoPs), keyed by URL and expired by a time-to-live (TTL) [2]. Its value is two-sided in effect but one-sided in billing: clients enjoy lower latency, while content owners— who pay the CDN—offload origin traffic, absorb flash crowds, and gain DoS protection. Two properties matter here. First, a CDN treats content as opaque bytes and places or evicts objects by popularity and recency, not by semantic relationships. Second, although CDNs increasingly run origin computation and defense [17, 50, 98, 99], their placement remains URL-object-based.

2.2

How LLMs Retrieve From Web Today

3

Observations

We distill the gap between this workload and its infrastructure into four observations. O1: Objective mismatch: similarity is not utility. Mainstream discovery services nowadays[9, 75] return results ranked by generic relevance (such as lexical similarity), while offthe-shelf encoders [73] optimize query–passage similarity; agents instead need passages that are useful for producing a correct answer. The two are not always the same: similaritytrained retrievers underperform utility-aware ones [55, 111], and highly similar passages can even derail reasoning [19]. Search-R1 uses answer-level RL to adapt a search policy to a fixed retriever; Agentic-R further trains the retriever on local relevance and global answer correctness [37, 55]. This trend motivates tenant-specific utility ranking rather than treating shared similarity as the final objective. Content acquisition

Retrieval for LLMs

RAG augments an LLM by retrieving external passages from proprietary sources or the live web, and placing them in the model’s context [48]. A corpus is segmented into chunks 2

Semantics Delivery Network: Rethinking Web Retrieval Infrastructure for LLM Agents Search Engine (1) keyword

encode

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(a) Today: page granularity, semantics-agnostic

discovery / enrollment

(b) SemDN: chunk granularity, semantics-aware

Figure 1: Today’s retrieval path (a) versus SemDN (b). Today, search returns URLs fetched through a semanticsagnostic CDN. SemDN exposes query-to-chunk retrieval over a hierarchical corpus. Its coverage controller consults enrollment-filtered discovery when evidence may be incomplete or stale; violet arrows fetch/revalidate content and the dashed arrow expands or refreshes coverage. and canonical candidates can be shared; a tenant’s utility function and outcome labels need not be. Our preliminary results provide motivating evidence: similarity-ranked pagefirst retrieval leaves useful chunks unreached and is matched or outperformed by chunk-first retrieval (§6.3); whether a utility-customized chunking and retrieval pipeline widens this gap is future work. O2: Granularity mismatch—pages versus chunks. The web is authored, crawled, and delivered at the granularity of pages and their resource-heavy objects, whereas LLMs consume shorter passages or chunks [1, 70, 110]. CDNs cache URLaddressed objects, not passages. An HTML-only fetch still transfers the full document; browser-rendering agents may additionally retrieve its subresources—the median desktop page is now ≈ 3 MB across roughly 70–77 requests [33], while the passage a model wants is typically a few kilobytes. Today’s agents bridge this gap on the client side expensively: many production agents render complete pages and operate over screenshots or other browser-level representations [4, 29, 43, 65, 66], fetching and processing essentially the whole page to read a kilobyte-scale slice. The useful passage is thus one to three orders of magnitude smaller than what is fetched, leaving large room for optimization. Furthermore, chunking is a budget decision in addition to a bandwidth one: stuffing whole pages into the model’s context inflates inference costs and potentially degrades answer quality [54]. Therefore, how content is chunked and selected is part of answering well—and it is itself non-trivial and improvable (fixed-size windows, neural text segmentation [57, 70], etc.), and LLM-driven chunkers that split by semantic logical boundaries or into self-contained propositions [13, 14, 22, 110]. The best granularity varies per query [104, 112]. Existing mitigations optimize this work on the client [8, 14, 53, 81]; we ask whether a shared edge substrate can instead perform it once, well, and amortize it (§4).

O3: Locality and policy mismatch—URL versus semantics. CDN caching keys on URL and recency; LLM retrieval keys on semantics and can exhibit locality that the current stack cannot see (§6.2); AI traffic already degrades URL caches because it rarely reuses URLs [108]. Query streams in RAG workloads are bursty and task-clustered [21, 47, 96]: within one task and across similar tasks, retrieved chunks recur across turns. Separating discovery from URL-object delivery prevents the delivery layer from directly exploiting this semantic locality for cross-client placement and eviction. O4: Redundant, failure-prone semantic preprocessing. Turning a URL into model-ready chunks is a heavy, multi-stage pipeline that requires reaching the page (often past bot walls [67], JavaScript shells, and timeouts), extracting content from a noisy web, stripping boilerplate, segmenting, and embedding [14, 27, 80, 81, 90]. Because each application assembles this pipeline itself (§2.3), popular pages may be processed independently by many operators. The work is both substantial and unreliable: across 1,430 live SERP result URLs, a plain HTTP client from our vantage point obtains usable clean text from only 37%, and even a cloud renderer from at most 75%, after which the clean text must still be de-boilerplated (raw extraction carries ≈2× the needed text) and embedded. This fetch–clean–chunk–embed work can be repeated across tenants within a single freshness window while origins absorb the resulting fetch storms [24, 108]. Acquisition and normalization can instead run once per content version, while representation-specific embedding and indexing run once per registered retrieval configuration (§6.2).

4 Semantics Delivery Network (SemDN) 4.1 Architecture SemDN introduces a semantics-aware delivery path between agents and participating origins. In the SemDN data path (Fig. 1b), a client (e.g., a RAG application or an agent) sends 3

Peichun Hua and Yunming Xiao

a query, not a URL, to its nearest edge. We assume a mature SemDN already maintains a large-scale, origin-authorized semantic corpus, populated by participating origins and prior acquisition, rather than constructing that corpus from a single query. The edge runs three core functions: encode (map queries and content candidates to vectors), search (over canonical or registered model-specific indexes), and cache (store and evict normalized blocks, materialized chunks, and index state). Borrowing the hierarchy that makes CDNs scalable, an edge PoP holds hot content and index state, regional parents hold larger, colder shards, and a global tier maintains the distributed catalog; resource selection can avoid searching every shard [3]. This hierarchy changes the meaning of a cache miss. A URL cache has a binary exact-match miss; semantic search always returns top-𝑘 results, even when newer or better evidence lies outside its index. We define a semantic coverage miss to occur when the estimated risk that external discovery would add fresh evidence and change the returned top-𝑘 exceeds a policy threshold. The coverage controller could combine retrieval-score distributions and result coherence [78, 85, 86, 88], cross-tier agreement, and freshness metadata as imperfect signals of coverage risk. Periodically, or on a high-risk query, it invokes an external discovery service (e.g., a SERP API), as Corrective RAG does for lowconfidence retrieval [100]; results are filtered against the origin-enrollment registry before SemDN fetches or revalidates absent or stale content. FreshCache gates per-client semantic-cache reuse on an estimated staleness probability [60]; SemDN applies a similar risk test to a shared, originauthorized corpus. Calibrating this risk under workload and content drift is an open problem.

4.2

otherwise download and post-process. Normalized blocks remain the stable shared objects; hot chunks composed under supported policies can be materialized and cached at the granularity the workload actually reuses (§6.1, §6.2). Place and evict in the query stream (O3). Because SemDN sees the agent query stream, it can place and evict based on observed semantic reuse rather than URL popularity alone. How much query state to share across tenants is open (§5). Do shared work once and specialized work once per registered representation (O4). Acquisition, cleaning, and normalization run once per content version; canonical embedding and indexing are shared across tenants, while registered modelspecific state is amortized among tenants that use it. This relieves origins of redundant fetches without pretending that arbitrary embedding spaces share one index (§6.2).

5

Architectural Research Agenda

SemDN raises three coupled architectural questions: what normalized content and retrieval state can be shared across heterogeneous tenants; how should a hierarchical substrate cache, discover, and refresh content under semantic coverage misses; and what tenant interfaces, origin controls, and incentives make the resulting service deployable.

5.1

What Retrieval State Can Tenants Share?

Representation. What stable form should the cached asset take? SemDN can store the versioned normalized blocks of §4, then compose tenant-visible chunks through supported policies. A canonical embedding or a Matryoshka representation, truncatable to smaller dimensions [44, 72], enables a shared first-stage candidate index but presumes an agreed encoder. A subtlety often missed: even with recompute, the proximity graph is metric-specific—an HNSW graph encodes nearest-neighbor relations in one embedding space and does not transfer to another [59, 93]. Hence, a model-specific graph is shared only among tenants registered for the same representation.

Design Decisions

Four decisions follow from the observations and motivate the agenda in §5. Share normalized content and canonical candidates; specialize ranking per tenant (O1). Different chunkers and encoders induce different objects and proximity graphs, and single-vector embeddings cannot express every top-𝑘 ranking [95]. SemDN does not assume that one index serves arbitrary tenant policies. It caches versioned normalized content blocks—e.g., DOM paragraphs, table blocks, image regions, and provenance—from which supported chunking policies compose passages. A shared canonical index retrieves candidates; a tenant-provided utility reranker or a pre-registered model-specific encoder refines them, with specialized index state materialized only where demand justifies it. Tenant utility functions and outcome labels remain private (§5.1). Serve and cache at chunk granularity (O2). The edge returns the passages a model consumes, not the pages it would

Indexing and the storage–compute trade. SemDN’s baseline uses a canonical index for candidate generation; sufficiently popular registered encoders may add model-specific indexes. For either, storing embeddings versus recomputing them remains a flexible option. LEANN [93] reduces the storage requirement of graph-based indexes through lightweight structures [36], at the expense of additional GPU load, whose viability depends on edge compute headroom. Together with the recall target and encoder size, the fraction of embeddings materialized rather than recomputed defines tradeoffs among storage, compute, accuracy, and latency. Where a real edge should sit on this surface, and whether PoPs carry the assumed compute, is left open. 4

Semantics Delivery Network: Rethinking Web Retrieval Infrastructure for LLM Agents

5.2

How Should a Hierarchical SemDN Cache and Refresh?

SemDN instead lets a client select a supported chunking policy over normalized blocks and either use canonical retrieval with a tenant utility reranker or register a modelspecific encoder (§5.1). It returns selected passages with scores and provenance, making retrieval auditable and billable for what was consumed. Managed services already offer website ingestion, configurable chunking/models, reranking, citations, semantic query caching, and tenant isolation [16]. SemDN instead shares origin-authorized acquisition and normalized content across independently operated retrieval clients, coordinating hierarchical placement, freshness, and representation-specific state. For clients, this transparency is as valuable as the content volume it saves.

Caching, locality, and coverage. This is the richest open area (O3). Agent trajectories reveal which chunks are reused together [47], while cross-tenant demand determines which content merits edge placement rather than a regional-only copy. Approximate reuse across similar queries [30, 64] could extend hits beyond exact repeats. The challenges include (1) coverage skew (only what is queried gets optimized, leaving the long tail under-served); (2) cross-tenant leakage (reweighting a shared structure from one tenant’s trajectories can expose its task structure to others); and (3) feedback entrenchment (favoring previously successful chunks risks locking in stale answers). The controller must also distinguish an edge miss, which a regional parent can satisfy, from a system-wide semantic coverage miss that warrants external discovery: false confidence hides fresh evidence, and outdated evidence retrieved alongside current evidence actively degrades answers [68], while a conservative threshold restores redundant search and origin load.

Deployment incentives and control. Unlike a CDN, which is paid only by content owners, SemDN can monetize two distinct services. To clients, it sells retrieval quality and latency: instead of fetching full pages and running the whole pipeline, RAG systems receive model-ready chunks, billed per chunk consumed and priced along the representation/accuracy surface (§5.1). To content owners, it sells origin offload for machine traffic, analogous to a CDN: SemDN terminates agent fetches at the edge and serves only the relevant chunks rather than full pages, reducing both origin load and delivered bytes while retaining freshness management and DoS defense. An origin contract defines enrollment, permitted transformations, freshness/version bounds, purge and invalidation, access control (agent traffic is already identifiable at the TLS/HTTP layer [41]), and provenance; the interface could expose aggregate machine-demand statistics while withholding individual queries. Pricing can also steer architecture: charging registered model-specific representations at their unshared cost while discounting a canonical representation gives tenants an incentive to use shareable state.

Freshness. SemDN can adapt CDN-style freshness machinery to amortize acquisition. For example, a query that forces a re-fetch can refresh related chunks (spatial locality), and content warmed by one tenant’s traffic serves the cohort. Versioned blocks also suit evolving documents, where amendments change few clauses but retrieval must select the right version [63]. This advantage is not unconditional. Freshnesscritical content (news, prices) limits cache lifetimes, periodic TTL refresh provably leaves stale windows [49], graph indexes must absorb frequent in-place updates [52], and cold content may never be warmed by piggybacking. So we treat the achievable savings as something to estimate rather than assume.

5.3

What Interfaces and Incentives Make SemDN Deployable?

6

Tenant interface. Today’s agents retrieve from the web through SERP and reader APIs, such as Serper [75], Brave [9], Exa [23], Jina [40], Firecrawl [26], and Tavily [82], or through managed indexes such as Cloudflare AI Search [16]. They return ranked snippets, cleaned text, or a synthesized answer along with a bill, but generally expose limited control over why a passage was returned or how retrieval policy affects it. Yet the embedding model and chunking strategy materially change which passages are retrieved and how well the agent answers [10, 61], so a fixed, hidden choice can cap quality, and a per-query bill prices a process the client cannot inspect.

Preliminary Results

We report preliminary evidence along three axes. Two concern cost: the content volume an agent processes to obtain the text it consumes (§6.1; O2, O4), and the locality and cross-tenant amortization a chunk cache enables where a page cache cannot (§6.2; O3–O4). The third concerns quality: chunk-granular delivery matches or beats the page and search-engine baselines in most settings, with far less token budget and therefore lower inference cost (§6.3; O1–O2). Throughout, a chunk is a passage of ≈100–256 tokens and a page is its source web page as a whole; an encoder maps text to vectors for top-𝑘 ANN search and a reranker re-scores candidates. 5

Peichun Hua and Yunming Xiao

CDF over queries

1.0

Trace-driven cache-byte savings. We replay the stream against simulated PoP caches. In the evaluated URL-object cache, an entry is a source article sized as the sum of its chunk bytes, and a miss fetches the entire article. This favors the URL-object cache by excluding markup and subresources. A chunk-granularity LRU cache of just 1.34 MB serves 73.8% of chunk requests (87.6% at 13.4 MB). The URL-object LRU under this page-first delivery path reaches a comparable hit ratio only near 100 MB and fetches 6.9–15.5× more bytes than the agent consumes; at equal cache capacity, the chunk cache sends 13–41× fewer bytes to origin (Fig. 3b). The study replicates with the same agent over a realistic web corpus from CRAG, where within-task reuse is stronger (63–79%) and the chunk cache sends 25–70× fewer origin bytes at equal size. Modeled cross-tenant amortization. The top-10 domains draw 34% of results across our live set, suggesting potential overlap but not establishing that tenants request the same pages or chunks. We therefore feed the measured perpage and embedding costs (392 chunks/s per A100 GPU with e5-base-v2) into a Zipfian tenant-demand model, which estimates ≈6× less repeated fetch–clean–chunk–embed work at 50 tenants. Embedding and index work amortize only among tenants sharing the canonical or same registered representation. A private per-tenant encoder remains 1× in the model, although acquisition and normalized blocks remain shareable—the incentive for encoder-aware pricing in §5.3.

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Figure 2: CDF of decompressed content bytes per query over the top-5 URLs (live web, 100 queries); values in the text are medians.

6.1

The Page Tax: Bytes Processed vs. Used

We send 100 real queries (50 curated intents across ten categories plus 50 from Natural Questions [45]) through the production agent path of Fig. 1a: a SERP API returns the top-5 URLs, which we then fetch and process. Across the acquisition spectrum, five sharply separated byte bands emerge— SERP snippets, SemDN chunks, reader clean text, HTML documents, and full renders (Fig. 2). At the median, the model consumes 7.1 KB of selected chunks, while the lightweight no-JS baseline processes 761 KB of decompressed HTML to obtain them (107×); a full browser render yields 18.1 MB of decompressed content (2,532×, or 5.75 MB on the wire). Plotted values are post-decompression processing volumes; wire values are labeled separately. Fetching is also brittle: at least 39% of the 500 sampled URLs lose over half their text without JavaScript and ≈19% are bot-blocked, making fetch–clean–chunk–embed heavy and failure-prone when performed independently by each client (O4).

6.2

6.3

Answer Quality

In the evaluated fixed-corpus pipeline, chunk-first retrieval performs better than page-first retrieval. Using e5 over wiki18 with five QA sets—HotpotQA [103], 2WikiMultiHopQA [32], MuSiQue [87], Bamboogle [69], and NQ [45]—and the same Qwen2.5-7B reader, chunk retrieval with the small, fixed e5 backend used by Search-R1 matches or beats page retrieval with a strong 32k-context embedder (Qwen3-Embedding [109]) on four of the five, improving average F1 from 0.334 to 0.357 while delivering ≈470× fewer bytes. On 300 time-stable HotpotQA questions, 16–29% of SemDN’s global top-5 chunks lie on pages that a whole-page ranker does not select, even at 20 downloaded pages. A client that instead ranks pages by their best chunk needs five pages (0.76 MB, ≈238× the bytes) to recover the same chunks; read by the same model, SemDN’s five chunks (3.2 KB) beat the page-first client’s F1 even at ten downloaded pages (1.5 MB, ≈470×). We also test a noisier, web-derived benchmark regime. On CRAG [102], we answer each question once with a Qwen332B reader [84] and vary only how the retrieved content is packed into the reader’s context. Under equal token budgets over the same cleaned content, relevance-ranked chunks match or outperform whole pages and SERP snippets across

Agentic Locality

Observed session locality. We run Search-R1 on Qwen2.57B [37, 101] over wiki-18 [39, 42] (21M chunks, 3.2M pages) with the fixed e5-base-v2 backend to which its search policy was adapted during RL [91] and log every retrieval in a multisession stream. The locality O3 predicts is large and taskdriven: within a task, 30.5% of post-first-turn queries are byteidentical repeats, consistent with the redundant retrieval reported for Search-R1 [76], and even after deleting every repeat, 32–55% of a new query’s chunks were already retrieved earlier in the task. Compared with popularity-preserving, task-shuffled controls, the real stream reuses chunks after 1– 2 orders of magnitude fewer intervening chunks—structure a URL/TTL cache cannot key on (Fig. 3a). A session cache captures exact repeats; SemDN additionally enables cross-client reuse, shared acquisition and freshness, and origin offload. 6

Semantics Delivery Network: Rethinking Web Retrieval Infrastructure for LLM Agents

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Figure 3: Agentic locality (a,b) and answer quality (c). (a) Reuse-interval CDF for distinct chunks; shaded band shows 5–95% over 50 popularity-preserving, task-shuffled controls. (b) Bytes to origin per demand byte vs. edge cache capacity: a chunk cache sends far less to origin than a page cache at every size. (c) Answer quality vs. reader context budget (CRAG Task-3, 𝑛=600; Qwen3-32B reader, Llama-3.1-70B judge [83]): reranked chunk delivery answers more per token than whole-page or snippet delivery at every budget, and bi-encoder chunks match or beat both, with the gap widest where the budget is tight. the 128–6,144-token sweep (Fig. 3c). Cross-encoder reranking reaches 0.60 accuracy, with the largest gains at tight budgets. This is consistent with the risks of stuffing long pages into context [54].

7

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Conclusion

LLM agents consume task-relevant passages, yet today’s web stack discovers and delivers URL-addressed objects. We argue that semantic selection should become a first-class network-delivery abstraction. Our probes show that pagefirst retrieval processes far more content than agents ultimately consume, that agent queries exhibit reusable locality, and that shifting toward chunk delivery improves quality per context token, hinting at significant opportunities for such a semantics-aware network substrate. Lastly, we highlight several remaining challenges in coverage, indexing, freshness, privacy, and incentives, which define a new networking research agenda.

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