Forget legal power ... HOW? What technical mechanism does the FCC have that can block firmware updates over the public internet? Are we proposing a China-style "Great Firewall" for U.S. consumers?

Jensen Huang to college grads: "Run. Don't walk" toward AI

https://www.axios.com/2026/05/...

Nvidia founder and CEO Jensen Huang told graduates at Carnegie Mellon University in Pittsburgh yesterday that demand for AI infrastructure is creating a "once-in-a-generation opportunity to reindustrialize America and restore the nation's capacity to build."

Why it matters: With many college grads fearing AI could obliterate their career dreams, Huang pointed to boundless opportunity as a "new industry is being born. A new era of science and discovery is beginning ... I cannot imagine a more exciting time to begin your life's work."

Nvidia, which makes AI chips, is the world's most valuable company. Huang told 5,800 recipients of undergraduate and graduate degrees that the AI buildout will require plumbers, electricians, ironworkers, and builders for chip factories, data centers and advanced manufacturing facilities.

"No generation has entered the world with more powerful tools â" or greater opportunities â" than you," he said. "We are all standing at the same starting line. This is your moment to help shape what comes next. So run. Don't walk."

"Every major technological revolution in history created fear alongside opportunity," Huang added. "When society engages technology openly, responsibly, and optimistically, we expand human potential far more than we diminish it."

Full speech: https://www.youtube.com/watch?...

On the contrary, evidence seems to suggest that AI has long been very good at generating zero-day vulnerabilities. It has a little more trouble with identifying and avoiding them.

Yes, but now you have it too complicated for 95% of the vibe coders. So they simply won't do it. Because skipping all of those steps still results in something that compiles.

They fuck up spreadsheets as well. A truckload of business-critical spreadsheets have errors in them that often go undetected for years.

It's hard enough to get actual developers to properly consider security. Not surprised at all that vibe coders don't.

Plus, of course, most of the training data is insecure to begin with.

But let them learn by fire that there's a reason actual programmers take time to ship a product, and it's not that the AI can type faster.

I am the specific target audience for these drives.

And ... they are a TERRIBLE idea.

Assume PCIex4 v5.0 for the interface. That's a theoretical 15.75GB/sec. To read this drive sequentially would take 4.25 hours.

This is so slow it's absolutely useless for AI. Assume for a moment I loaded 8 of these into a 1u chassis. 800Gb XDR InfiniBand would be too slow, a double link would work. But you would be better off building half-U trays with four drives and an 800Gb link.

That said, let's say you had half a rack of that. That would be 48x245TB or about 12PB. And remember this is performance storage, not reliable storage. Everything here should be treated as entirely volatile... it's just cheap/slow RAM, it's not bad.

I think overall, I would architect a similar system on 64TB sleds because with the exception of rack space and power (and the drives use no power next to GPUs), 64TB drives destroy 245TB drives in every way.

Once we hit PCIe v9.0 or so and 4Tb Ethernet or InfiniBand, then 245TB will start making sense.

If Micron wanted a serious product, they would have dropped U.2 in favor of Ethernet or InfiniBand.

I looked it up. Asus's fiscal year is January through December (same as the calendar year).

Problem is: We don't even know what consciousness is.

So the best we can say is if something creates the impression of having one, based on whom we attribute consciousness to, i.e. other humans. Well, big surprise that a model explicitly trained on human language and texts creates that impression. It does show just how good the models are. At pretending to be human because they have a shitload of examples on what humans would say.

For all we know, the gas clouds on Jupiter could be conscious, just in a way that is completely baffling to us. We can't rule it out because we don't know what consciousness is, so we can't test for it.

Not true.

An attacker may have a limited window. He might exploit some other vulnerability to do some operation with privileged access rights, but not have an admin shell.

You're not saying?

But they take security so seriously. They said. They promised. This time for real. No, this time. Ok, next time.

They got bought by EMC, which at the time was a Dell company. Then they got acquired by Dell directly. Then they got spun off as their own company, which lasted a year or two before Broadcom snapped them up. Through the whole ordeal, they were sustained mainly by a combination of legit vendor lock-in and people just drinking the Kool-Aid.

COO: "I'm fed up with Broadcom's ridiculous price hikes! We need to get off VMware like yesterday!"

CTO: "But where will I get my headaches, proprietary tools, and vendor lock-in? Hmmmmmm...."

Sure, but we're talking about organizations that have already successfully deployed on VMware. If they didn't need all this massive transactional integrity and twelve-nines uptime back then, they don't now.

But knowing the industry-standard tools might make the education pay off a little better.