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by zifpanachr23
488 days ago
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Maybe it's naive of me but I also don't really perceive much of a security imperative for NVIDIA. They make graphics cards and slop generator cards for the most part. What exactly is the threat model here that requires switching to prioritizing memory safety? Are there a lot of graphics card related codes that are being exploited in the wild? |
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> What exactly is the threat model here
It probably varies by product, but one commercial possibility is protection of price premiums, e.g. enforce feature segmentation for different products or customers, while using common silicon. NVIDIA operating margin reached 50%, unusually high for a hardware company, https://www.macrotrends.net/stocks/charts/NVDA/nvidia/operat.... AMD margin is below 20%.
2021, https://www.youtube.com/watch?v=l7i1kfHvWNI
2024, https://static.sched.com/hosted_files/riscvsummit2024/fe/Key...
There are upcoming open hardware/firmware RoT building blocks like OpenTitan (RISC-V), OCP Caliptra and TockOS (Rust) that could be used by competing device and platform vendors.> don't really perceive much of a security imperative for NVIDIA
When countries start budgeting hundreds of billions of dollars for national investment in LLM-based AI based on GPUs, they may introduce new security requirements for the underlying infrastructure.