The Next Compute Transition: Rethinking Inference Architecture

Investors poured over $9.5 billion into AI processor startups in 2024, betting on architectures that could reshape inference economics. NVIDIA itself projects the broader AI-infrastructure market could reach $3,4 trillion by 2030. That kind of capital rarely gathers around incremental improvements, it usually signals an architectural inflection point. Yet GPUs still dominate both training and most inference workloads today, so any transition will be evolutionary before it is disruptive. ...

October 22, 2025 · 5 min · 1055 words · bjr

the great unclouding

The shift away from the public cloud by companies like 37signals marks a moment of reckoning for an industry that spent the last decade preaching infinite scalability and “as-a-service” convenience. What once seemed like the inevitable future of computing, outsourcing infrastructure entirely to hyperscalers, is now being reassessed through the lens of cost, performance, and control. The so-called “great unclouding” is not a rejection of cloud technology itself, but of the assumptions that it is always cheaper, simpler, or strategically wiser. For mature companies with predictable workloads, owning the hardware again is beginning to look less like nostalgia and more like discipline. ...

October 22, 2025 · 1 min · 212 words · bjr

ai factories in europe

AI Factories are EU-supported ecosystems that combine EuroHPC supercomputing capacity, data and expertise to develop trustworthy, cutting‑edge generative AI models and applications. They connect supercomputing centres, universities, SMEs, industry and finance to accelerate AI innovation across sectors such as health, manufacturing, climate, finance and space, with an emphasis on access for startups and SMEs. Key elements: Purpose: provide high-performance, AI-optimised computing resources and support services to train and deploy advanced AI models while promoting trustworthiness and compliance with EU values and the AI Act. Governance and support: the EuroHPC Joint Undertaking (JU) offers access to computing time and services; the European Commission, European AI Office and related initiatives (Testing and Experimentation Facilities, European Digital Innovation Hubs) coordinate and network resources. Scale-up instruments: the InvestAI Facility proposes a €20 billion fund to support up to five AI Gigafactories—large facilities for training trillion-parameter models requiring massive processor counts, power capacity, networking and energy efficiency. Deployment timeline and scope: through 2025–2026 the EU aims to have at least 15 AI Factories and several Antennas operational and to procure at least nine new AI‑optimised supercomputers, more than tripling current EuroHPC AI capacity. Selection rounds: the EuroHPC JU selected seven consortia in December 2024 (Finland, Germany, Greece, Italy, Luxembourg, Spain, Sweden), six more in March 2025 (Austria, Bulgaria, France, Germany, Poland, Slovenia), and announced another six in October 2025 (Czech Republic, Lithuania, Netherlands, Romania, Spain, Poland) alongside 13 Antennas including several partner countries (Iceland, Moldova, North Macedonia, Serbia, Switzerland, UK). Investment: combined public and member/state investments in supercomputing and AI Factories are expected to reach about €10 billion for 2021–2027. The initiative aims to create a pan‑EU AI ecosystem that balances technological leadership (via compute, training, and Gigafactories) with regulatory compliance, access for innovators, and coordinated public‑private investment. ...

October 22, 2025 · 2 min · 300 words · bjr

xperiments with fans

When it comes to PC case cooling, there’s a fine line between optimizing airflow and turning your system into a mini oven. Does adding more fans always improve temperatures? Does simply removing the side panel offer the best cooling solution? If you think more fans automatically mean better cooling, think again—sometimes, less is more.

March 9, 2025 · 1 min · 54 words · bjr

The incredible story of ALTEON

Scaling internet infrastructure was a significant challenge before concepts like cloud computing, DevOps, and SDN emerged. In the late 1990s, Alteon Networks revolutionized the industry with some of the first gigabit Ethernet switches and hardware-based load balancers. These devices, equipped with failover capabilities, filtering, and various layer 3/4 functionalities, became the backbone of many major web platforms of the time. The Alteon load balancer stood out as a unique solution in the pre-standard gigabit Ethernet era. While the name is now closely associated with load balancing, Alteon was a pioneer in NIC and switch innovation throughout the 1990s. As John Hayes described it, networking at the time was as groundbreaking as AI is today. ...

February 27, 2025 · 1 min · 126 words · bjr