Earlier quoted context omitted.
This has been debunked already - CEO sold the maximum amount of company stock he could from his yearly award every 4th quarter for the last 4 (5?) years in a row.
It's not clear to me that he's behaving like he did in the past: > According to filings, on Nov. 29, Krzanich exercised and sold 644,135 options and sold an additional 245,743 shares that he already owned. -- https://www.bloomberg.com/news/articles/2018-01-04/intel-ceo... Sure, he sold most of his 279k grant, just like he sold most of his previous (much smaller) grants, but he also flipped a huge pile of options. Thi…
How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown
31–40 of 71 posts
Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown
#32Earlier quoted context omitted.
Unclear that diversifying helps solve this sort of problem. More vendors could lead to the same number of bugs, but less investment in quality control per product e.g. if you make $1b and spend 1% on quality control, then you spend $10m checking your product for bugs. If the market fragments into 10 $100m vendors, then to get the same amount of money spent checking each chip for bugs, you'd have to spend 10x as much…
> Unclear that diversifying helps solve this sort of problem. At least having the option of another vendor as a fallback (e.g. in case there's a severe RCE vulnerability in ME/PSP) is a better alternative than having to shutter your entire business. I would not be surprised if these management engines have a backdoor that can be invoked from a guest VM... and then an all-Intel (or all-AMD) shop has a massive problem.
Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown
#33Earlier quoted context omitted.
It's not clear to me what the best approach is here. The wider the circle of those who know, the more likely it is that there will eventually be a leak. Three can keep a secret if two are dead and all that.
Exactly. I assume if one of the smaller providers like Linode found an internal vulnerability that they thought was a big security risk to have widely know and had 3 giant customers and a large number of smaller customers, they’d work directly with the giant customers in advance in the same way.
Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown
#34Earlier quoted context omitted.
> Why? Because the fallout will cost billions over the next years. Intel as a company due to class-action lawsuits, recalls, rebates, and the shareholders because the drop in stock value after the announcement will cost them quite a chunk of money. In addition, more long-term, I sincerely hope that the cloud vendors (and maybe even Apple!) recognize that their total dependence on Intel (and NVIDIA in deep learning...…
Unclear that diversifying helps solve this sort of problem. More vendors could lead to the same number of bugs, but less investment in quality control per product e.g. if you make $1b and spend 1% on quality control, then you spend $10m checking your product for bugs. If the market fragments into 10 $100m vendors, then to get the same amount of money spent checking each chip for bugs, you'd have to spend 10x as much…
Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown
#35Earlier quoted context omitted.
> Unclear that diversifying helps solve this sort of problem. At least having the option of another vendor as a fallback (e.g. in case there's a severe RCE vulnerability in ME/PSP) is a better alternative than having to shutter your entire business. I would not be surprised if these management engines have a backdoor that can be invoked from a guest VM... and then an all-Intel (or all-AMD) shop has a massive problem.
Intel ME drivers are not loaded into a VM, the devices are not exposed and the ME MSRs are also not exposed.
This is the core question: is this isolation absolutely perfect, or can it be pierced in any way? Something on a severity level like Spectre/Meltdown - people would have laughed you off the stage half a year ago when you told 'em you could read kernel memory from Javascript without exploiting both the browser and the kernel - is IMHO certain to be present in either of the "management" solution, and I'd like to be prepared when the bomb explodes.
Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown
#36Prgmr.com has been participating on the Slack channel this article mentions. Being able to share notes gleaned from reaching out to vendors and sort through the information and mitigations for Spectre and Meltdown has been a huge help.
Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown
#37~ Leo Lionni, Swimmy
Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown
#38The more I know about how Intel has managed the information, the less I trust them. What a disaster. CEO and all the Press and Communication team of Intel should be fired
It's not clear to me what the best approach is here. The wider the circle of those who know, the more likely it is that there will eventually be a leak. Three can keep a secret if two are dead and all that.
Three can keep a secret if two are bound by an NDA is closer.
Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown
#39Earlier quoted context omitted.
It's not clear to me what the best approach is here. The wider the circle of those who know, the more likely it is that there will eventually be a leak. Three can keep a secret if two are dead and all that.
Exactly. I assume if one of the smaller providers like Linode found an internal vulnerability that they thought was a big security risk to have widely know and had 3 giant customers and a large number of smaller customers, they’d work directly with the giant customers in advance in the same way.
I am very reluctant now to trust the little guys with anything remotely mission critical.
Re: How Tier 2 cloud vendors banded together to cope with Spectre and Meltdown
#40Earlier quoted context omitted.
Why? Intel made billions last year. They will make billions this year. They will make billions next year.
> Why? Because the fallout will cost billions over the next years. Intel as a company due to class-action lawsuits, recalls, rebates, and the shareholders because the drop in stock value after the announcement will cost them quite a chunk of money. In addition, more long-term, I sincerely hope that the cloud vendors (and maybe even Apple!) recognize that their total dependence on Intel (and NVIDIA in deep learning...…