📄🙌🏖️

Maŝino

From Waiting for Results to Making Things: One Year

A year ago I was at home cramming for the postgraduate entrance exam; now I am at a workbench soldering boards. In between: one failed attempt, one transfer, an internship in Beijing, and some not-very-dignified feelings.

Growth Points in AI Compute Infrastructure: A 2026 Panorama

In 2026, global AI infrastructure investment is surging past the $1 trillion mark. While attention remains fixed on GPUs, the real growth has quietly shifted upstream — to power, memory, optical interconnect, and cooling. Wherever the bottleneck sits, pricing power follows.