AI Hardware Alliances, Memory Attacks, and a Hard Lesson in Cloud Resilience

John Petitte
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Co-Founder & CEO
NEWSLETTER
Beyond the Build • October 6, 2025
AI Hardware Alliances, Memory Attacks, and a Hard Lesson in Cloud Resilience

AMD, OpenAI Strike AI Chip Deal with 10% Stake Option

Around the web • October 6, 2025

AMD and OpenAI have signed a supply agreement for AI accelerators that includes an option for a 10% equity stake, signaling a deeper strategic alignment. The move broadens OpenAI’s hardware pipeline beyond a single vendor and could spur more investment in software tooling and framework support for AMD GPUs across training and inference. For engineering teams, expect more multi-vendor deployment options, potential pricing leverage, and a stronger push for portability across GPU ecosystems.

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Infra & Security: DR Lessons and Confidential Computing Risks

South Korea data center fire destroys G-Drive, no offsite backups

Around the web •October 5, 2025

A fire at South Korea’s National Information Resources Service data center destroyed the government’s G-Drive cloud, damaging 96 critical systems and wiping individual work files for roughly 750,000 civil servants. Unlike other platforms at the site, G-Drive’s large-capacity, low-performance architecture had no external/offsite backups or replication, leaving most user data permanently lost; only documents duplicated in the Onnara system may be recoverable. For IT leaders, this is a stark DR lesson to enforce offsite backups, cross-site replication, and regular restore testing for cloud file services.

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Battering RAM: $50 DDR4 Interposer Breaks SGX and SEV-SNP

Around the web •October 6, 2025

Researchers unveiled Battering RAM, an open-source, sub-$50 DDR4 memory interposer that stays invisible during boot and later dynamically aliases address lines to redirect/replay encrypted memory on Intel and AMD cloud CPUs. The attack enables plaintext read/write on Intel Scalable SGX (via single-key TME) and forges AMD SEV-SNP attestation by replaying captured launch digests, allowing backdoored VMs to be validated as genuine. It requires brief physical access and cannot be patched in software/firmware, pressuring cloud teams to revisit threat models; DDR5 hinders this low-cost method but the lack of freshness in current memory encryption leaves similar avenues open.

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Magic Wormhole: SPAKE2-powered, human-code P2P file and stream transfers

Around the web •October 5, 2025

Magic Wormhole is an open-source Python CLI and library that uses SPAKE2 PAKE with one-time, human‑pronounceable codes to establish end‑to‑end encrypted peer‑to‑peer channels for files, directories, text, and streams. It prefers direct LAN/public connections and falls back to a TURN-like transit relay via a mailbox rendezvous server; teams can self-host these relays and integrate code-protected channels via the library (Python 3.10–3.13). Ideal for secure ad‑hoc sharing and secret bootstrapping (passwords, SSH keys) without accounts, it also supports tab-completion and offers APIs for embedding this flow into apps.

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AI Platform & Product Strategy

From SEO to Context: Competing in AI Answer Engines

UX Design •October 6, 2025

AI-powered answer engines are turning search into a negotiation of truth, where confident, frictionless summaries shape belief more than source content—echoing Harold Innis’s idea that media delivery biases outcomes. For tech and product teams, this shifts strategy from volume SEO to designing context-rich, option-aware explanations that survive summarization and build downstream trust. Prioritize clarity, provenance, and decision support, and measure performance where answers are aggregated—not just on owned pages.

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Design With Clarity: AI Intent Prototyping Turns Sketches Into Apps

Smashing Magazine •October 3, 2025

This guide outlines an AI-assisted “Intent Prototyping” workflow that converts annotated sketches, user flows, and a generated conceptual model directly into a live, testable prototype—avoiding ambiguous “vibe coding.” Using a multimodal LLM (e.g., Gemini 2.5 Pro via Google AI Studio), teams produce a UML-backed Model.md plus DAL.md/UI.md specs, then implement and iterate—well-suited for complex, data-heavy enterprise apps using React/TypeScript and Ant Design. The payoff is faster iteration on real functionality, reduced design debt, and a cleaner engineering handoff anchored by a durable source of truth.

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Stop Prompting, Start Shipping: Your Custom AI Assistant Playbook

Smashing Magazine •September 30, 2025

Cosima Mielke outlines how to turn refined prompts into reusable team assistants using ChatGPT CustomGPTs, Copilot Agents, or Gemini Gems, applying WIRE+FRAME and the MATCH checklist for build, testing, and rollout. A practical walkthrough builds “Insight Interpreter” for customer-feedback synthesis, including instructions/knowledge uploads, capability choices (disable web search, enable Code Interpreter), access controls, and maintenance. Clear guardrails explain when not to build (sensitive data, heavy orchestration, infrequent tasks) and note platform limits (CustomGPTs require a paid creator account and allow up to 20 files; Copilot Agents up to 200; Gems up to 10), helping teams codify expertise and standardize outputs.

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AI Reliability: Data Governance and Model Behavior

Tokenizer glitches in GPT-oss reveal training data, adult-site phrases

Around the web •October 5, 2025

An analysis of OpenAI’s open-weights GPT-oss and GPT-5-2025-08-07 embeddings (o200k tokenizer) finds high-norm “glitch tokens” — including spam/adult-site phrases and reasoning/code tokens — consistent with exposure during training. Querying models on these tokens enables limited membership inference and shows a moderate correlation with GitHub search hits (ρ≈0.45), hinting some data likely came from repos (e.g., spam/moderation lists). For practitioners, this raises data-governance and security concerns (model fingerprinting, potential token-wasting loops in 4o) and suggests pruning uncommon strings from tokenizer vocabularies.

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Why LLMs Hallucinate the Seahorse Emoji: Logit Lens Breakdown

Around the web •October 5, 2025

The article shows, via the logit lens, that when asked for a seahorse emoji, models synthesize a “seahorse + emoji” representation that the lm_head then snaps to the nearest valid emoji bytes (e.g., fish or horse) because no seahorse emoji exists—autoregressive feedback can then either correct or compound the error. For practitioners, this highlights a decoding/tokenization failure mode; mitigate with constrained decoding or post-hoc validation of Unicode/emoji outputs, and reproduce the analysis with the provided GitHub script.

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Crowdsourced Database of 'Motivated Proofs' Targets Better AI Reasoning

Around the web •October 6, 2025

A project backed by Renaissance Philanthropies’ $9M AI for Math program is building a public, point-and-click platform to capture “structured motivated proofs” — the human-obvious steps behind mathematical arguments — as training data for reasoning models. By standardizing moves like obvious library extraction, safe instantiation (including metavariables), and guided generalization/specialization with a human-in-the-loop LLM backend, the effort aims to curb rabbit-out-of-the-hat hallucinations and push AI beyond guess-and-check. A prototype exists, a web platform is targeted by year-end with ~1,000 proofs in two years, and the team is recruiting contributors (web/proof-assistant engineers, beta testers, moderators) with potential Lean integration and autoformalization to follow.

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Systems Performance & Frontiers

From PyTorch to Triton: Fusing Kernels for Faster GPU Sims

Around the web •October 5, 2025

A researcher ports a Physarum (slime-mold) agent simulation from PyTorch to Triton 3.4.0 on an NVIDIA RTX A6000, fusing sensing/steering and deposition into custom kernels to cut per-step CUDA launches from ~55 to ~17. Using PyTorch Profiler, they show notable speed and memory gains (plus JIT warm-up costs), and demonstrate similar wins with a fused row-wise softmax—underscoring how Triton’s tile-based kernels reduce memory traffic and improve locality versus generic tensor ops in Torch 2.8.0.

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NFS Turns 40: Commemorative Archive Preserves Sun’s Distributed Filesystem Legacy

Around the web •October 5, 2025

A new archival site marking NFS’s 40th anniversary aggregates original Sun design documents, engineering specs, standards/RFC references, trade press, and photos—with most materials downloadable. For storage and distributed-systems engineers, it’s a primary-source trove on a protocol that still underpins Unix/Linux and cloud NAS, and it welcomes community contributions. Note: a separate nfsv4bat.org resource referenced is insecure and slow; proceed cautiously.

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IIT's iRonCub3 achieves controlled jet flight, advancing humanoid control

Around the web •October 6, 2025

After nearly a decade of R&D, IIT’s iRonCub3—a child-size humanoid with four jet turbines producing over 1,000 N of thrust—achieved its first stable hover, lifting about 50 cm for several seconds. The team introduced modeling and control methods that blend classical and learning techniques to handle turbine lag, near-supersonic 800°C exhaust, and whole-body aerodynamics—tools applicable to eVTOL thrust estimation, windy-condition compensation for humanoids, and even pneumatic gripper control. Next up: a jetpack with an extra degree of freedom for yaw and potential wings, aiming toward fly-then-walk disaster-response robots.

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