Check out the ActiveGrid press release.
ActiveGrid represents a fundamental shift from traditional data center architectures, such as J2EE, by enabling transactional applications to be horizontally scaled across a transaction grid of low-cost computers, as contrasted to the traditional approach of scaling vertically on a small cluster of expensive multi-processor machines that must continually connect to backend systems.
See also J2EE not longer required and Application Servers 2004: A Big Muffin in a Donut World.
John already picked this up along with Adam Bosworth’s ISCOC04 Talk (which is not directly related but still…).
What’s interesting is reading ActiveGrid’s whitepaper (PDF) placing LAMP beyond application servers as the way to scale, pushing all the right “CEO buttons”.