Welcome to The Long View—where we peruse the news of the week and strip it to the essentials. Let’s work out what really matters.
This week: Google forces apps to make deleting users’ data easier, and the RISC-V drumbeat grows louder. (more…)

Welcome to The Long View—where we peruse the news of the week and strip it to the essentials. Let’s work out what really matters.
This week: Google forces apps to make deleting users’ data easier, and the RISC-V drumbeat grows louder. (more…)

Welcome to The Long View—where we peruse the news of the week and strip it to the essentials. Let’s work out what really matters.
This week, four things that caught my eye from Amazon Web Services’ re:Invent 2022 conference: SnapStart turbocharges Lambda, Graviton3E ARM HPC SoC, AWS continues hiring, and AWS’s origin story. (more…)

Welcome to The Long View—where we peruse the news of the week and strip it to the essentials. Let’s work out what really matters.
This week: Matt Hicks is the new Red Hat CEO, visual accessibility is in focus, and Google Cloud rolls out ARM instances. (more…)

Intel CEO Pat Gelsinger has cautioned that the semiconductor shortage will last until 2024, a scary reality for manufacturers, businesses and consumers alike.
Semiconductor chips, or microchips, are essential for many digital consumer products. Anything that processes information uses these chips and with the exponential growth of technology, there has been a massive increase in demand.
“The rapid acceleration of the internet of things (IoT) to date and to come forever moves semiconductors ahead of oil as the world’s key commodity input for growth,” according to economic investment firm TS Lombard.
Although the U.S. leads the world in developing and selling semiconductors, manufacturing has shifted to Asia. Taiwan and Korea account for 83% of global processor chip production and 70% of memory chip output, according to the Semiconductor Industry Association.
In many of these Asian economies, harsh lockdown measures were put in place in response to COVID-19, causing bottlenecks in the supply chain. As a result, certain manufacturing tools are unavailable, limiting chipmaking capacity.
The shortage was originally projected to last until 2023, but Gelsinger now predicts that it will roll into 2024.
“The shortages have now hit equipment and some of those factory ramps will be more challenged,” Gelsinger explained.
Semiconductors are especially important in the automobile industry. Microchips are an essential component of the modern-day car, and they enable many innovations within the industry.
As a result of the bottleneck, some automotive companies have limited or paused production. Tesla, for example, has halted production in 2022, citing supply chain issues as the limiting factor.
In response to the shortage, companies are urgently building new manufacturing facilities. Samsung is building a $17 billion semiconductor factory in Texas and Intel is spending $20 billion on two new factories in Arizona.
The shortage has also prompted legislative action in Florida and Texas that calls for increased funding for microchip and semiconductor factories.
“The more we have this capacity within our own country the more opportunities there’s going to be for people and the more secure both our economic supply chains will be and our national security,” Florida governor Ron DeSantis said of the measures he’s taking to combat the shortage.
Although industry experts predicted the shortage will end in 2024, there is no definitive end in sight, prompting manufacturers and businesses to strategize accordingly.
Some companies, like Tesla, have resorted to alternative chips and software-based solutions to endure the shortage. Companies like Latent AI offer software packages that optimize alternative hardware, which could prove to be a technological lifesaver for the many companies affected by the shortage.
Although the current shortage is a byproduct of the pandemic, some of the alternative solutions that have arisen may be revolutionary in filling the ever-growing demand for semiconductors.

Most developers need three things in life: Control, interesting projects and the ability to build on the technology of their choice. Now a new development promises to put all three in developers’ hands—FusionAuth’s announcement of its support for ARM-based architecture.
FusionAuth solutions offer multi-factor authentication, passwordless authentication and single sign-on, among other features. ARM-based architectures offer simplicity with a lower and cooler energy footprint. Translated into DevSecOps benefits, this means that FusionAuth just made it significantly easier for developers to meet identity and authorization requirements and strengthen their security when building on ARM architecture.
We talked to Daniel DeGroff, co-CTO at FusionAuth, to find out the details on how this support can benefit DevSecOps.
You’ve probably noticed many forward-thinking developers are turning toward ARM-based technologies. Developers can count on interoperability across different implementations and different devices—and ARM processors offer a lower operating temperature and reduced power consumption. They’re also inexpensive to produce, making their price point attractive. This has earned them a place in everything from servers to smartphones to the world’s fastest supercomputer.
With many developers spotting the potential for higher performance and cost savings, it’s no surprise that vendors like FusionAuth would move to support ARM-based infrastructure, as well. By working with ARM processors, the company can support additional use cases such as IoT and high-performance cloud platforms that are built on ARM-based architectures. DeGroff described it as a pragmatic—and inevitable—move, and said, “If you want to use these new machines, you have to support this architecture in some fashion.”
“We develop on the Apple MacBook, and all new workstations will use Apple’s custom silicon which is based on the ARM architecture,” he pointed out. “ARM is generally faster and less expensive than an equivalent x86 server platform, and many of the low-power IoT devices will utilize the ARM architecture as well.”
FusionAuth’s ARM support can make the average security-minded dev’s life easier in several ways. FusionAuth runs on any platform, anywhere; by supporting ARM-based technologies, the company is extending developers’ ability to deploy its authentication and authorization platform how and where they want. “We have to ensure FusionAuth runs where our users want to develop,” DeGroff said.
In helping developers build on ARM-based architecture, FusionAuth also makes it easier for them to use an API to bring in FusionAuth at the early stages of app or software development. One of the platform’s selling points is that it makes it simpler for developers to solve typical authentication obstacles, like weak password policies or difficulty with privileged access rules, DeGroff said. By supporting ARM-based technologies, FusionAuth aims to help developers successfully meet even tough security requirements through flexible, sophisticated identity authentication and access tools—and do so earlier in their development cycles.
If you’re a developer interested in exploring the combination of FusionAuth and ARM technologies, DeGroff said any transition will feel seamless. “There is a great business case for moving workloads to this architecture,” he points out. Developers who want to take advantage of the improved performance and lower costs can begin to migrate workloads to ARM-based platforms now.”

Welcome to The Long View—where we peruse the news of the week and strip it to the essentials. Let’s work out what really matters.
This week: No remedy for banned Facebook users, new ARM-based VMs on Microsoft Azure, and The Great Resignation will still be a Thing for the foreseeable. (more…)

Welcome to The Long View—where we peruse the news of the week and strip it to the essentials. Let’s work out what really matters.
This week: CSS-Tricks gets bought by DigitalOcean, Peloton pedals while its business burns, and Arm lays off up to 15% of staff. (more…)

Welcome to The Long View—where we peruse the news of the week and strip it to the essentials. Let’s work out what really matters.
This week: We worry about chips failing randomly, we ponder a new way of thinking about workload shifting, and we grok Arm’s IPO.
First up this week: Could cosmic rays be causing increasing numbers of errors in cloud servers? As chips get faster and more densely packed, the worry is that undetected bit-flips could cause serious problems.
As workloads grow in number and complexity, this is becoming a real issue—not merely theoretical. (See also: DevSecOps worries such as Rowhammer.) Think about where the critical data are and how to detect random errors. Even consider running important workflows in lockstep pairs.
John Markoff: Tiny Chips, Big Headaches
Imagine for a moment that the millions of computer chips inside … the largest data centers in the world had rare, almost undetectable flaws. … As the tiny switches in computer chips have shrunk to the width of a few atoms, the reliability of chips has become another worry for the people who run the biggest networks. … There is growing evidence that the problem is worsening with each new generation of chips.
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Both Facebook and Google have published studies describing computer hardware failures whose causes have not been easy to identify. … Facebook researchers noted that some processors would pass manufacturers’ tests but then began exhibiting failures when they were in the field. … Smaller transistors, three-dimensional chips and new designs that create errors only in certain cases all contributed to the problem … according to Google.
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Intel executives said they were familiar with the Google and Facebook research papers and were working with both companies to develop new methods for detecting and correcting hardware errors. [But] computer engineers are divided over how to respond to the challenge.
Have we hit a wall? So asks Thutmose V:
For more than 50 years, semiconductor manufacturers have been trying to keep up with Moore’s Law, which … has effectively served as the target for semiconductor engineers to push them forward. … The size of some parts of the transistors is now 10 nanometers or less. 10 nanometers is about equal to the width of 100 silicon atoms—100 atoms is not very many.
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When things are that small, does quantum randomness start to be noticeable? Normally if the odds of something failing is a trillion to one, you don’t need to worry. But if you have 10 billion transistors operating at a clock speed of 3 billion times a second, a one in a trillion chance of failure is nowhere near good enough. … It is a miracle these things work as well as they do.
We’ve known about the problem for years, but only now is it becoming reality, says dsgrntlxmply:
We observed certain network failures to be caused by corruption of an on-chip routing table memory in a SoC that lacked parity protection for these tables. The failure rate was low, but was higher in units that were deployed at higher altitudes. … The problem was eventually mitigated by software table sweeps, and in newer SoC generations, by parity in critical tables.
These Single Event Upsets are said to be caused by muons generated by high energy cosmic ray interactions in the upper atmosphere. Third semester undergrad physics.
Many of us are familiar with delaying a workload until a time when servers are idle—or when energy is cheap. But some fascinating research asks: What if we could predict a future workload and perform it in advance?
The researchers argue that pre-caching even parts of a workload’s output when energy costs are low—or even negative—can save far more money than traditional grid-scale storage such as batteries or pumped hydro. For example, speculatively transcoding video versus generating it on the fly, or predicting future machine learning training workloads.
Caitlin Dawson: A New Way to Store Sustainable Energy
Renewable energy has an intermittency problem. … What if surplus renewable energy could be stored as computation? … That’s the thinking behind “information batteries,” a new system proposed by … Barath Raghavan, an assistant professor in computer science at the USC Viterbi School of Engineering … and Jennifer Switzer, a Ph.D. student from UC San Diego.
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When renewable energy is available in excess, it is used to speculatively perform computations. … The stored computed results can then be used later when green energy is less plentiful. … For instance, every day, YouTube data centers transcode more than 700,000 hours of videos to different resolutions. Many of these computations are predictable and can be performed at a time when there is excess green energy.
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[But] computations that are completed in advance do not need to match exactly with the computations completed at a later time. … The challenge, said the researchers, is determining what computation to perform, where and when, and how … to efficiently retrieve the results later. … It is only possible in some workloads and in some contexts. But Raghavan believes with improved prediction and integration into large systems, the technology points towards a promising future alternative.
This isn’t just batch computing with a fancy name. cognizant_ape explains:
On AWS we do a lot of batch processing when the data centers are low on traffic. This is just the standard SPOT instances which you can trigger once the cost goes below a certain amount and then end when it goes about a certain amount.
The big issue is being effective with I/O and setup time. The article seems to be getting ambitious to the point of a distributed compiler with a flexible optimization metric.
Cut to the chase. It hinges on prediction, says bradley13:
Predicting loads is easy, but predicting the computations that will make up those loads? Not so much. … Imagine: Most employees start work in an hour — let’s predict which database queries they will generate. Your success rate better be high.
SoftBank and Nvidia have bowed to the inevitable. Arm, designers of ubiquitous chip cores, will IPO sometime in the next 12 months.
As I’ve said before, it seemed everyone was against the idea of Nvidia owning Arm. It put the kibosh on Arm’s open licensing stance, dooming the ecosystem to scraps from the table as Nvidia grabbed first dibs on everything. Now regulators must turn their attention to the very real risk that Nvidia will still acquire Arm anyway—via the stock market.
Richard Waters, Arash Massoudi, James Fontanella-Khan and Antoni Slodkowski: $66bn sale of chip group Arm to Nvidia collapses
The deal, which would have been the largest ever in the chip sector, was set to give … Nvidia control of a company that makes technology at the heart of most of the world’s mobile devices. A handful of Big Tech companies that rely on Arm’s chip designs, including Qualcomm and Microsoft, had objected to the purchase [arguing] that Nvidia would get an unfair advantage by having first rights to Arm’s technology.
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Jensen Huang, Nvidia’s chief executive, hoped to use Arm’s processor designs to cement his company’s growing role in data centres. … Nvidia abandoned its pursuit of Arm at a board meeting on Monday, said a person familiar with the discussion.
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The deal’s failure brought an immediate management shake-up at Arm, with chief executive Simon Segars replaced by Rene Haas, head of the company’s intellectual property unit. … In the UK, where politicians view Arm as a strategic national asset, attention is set to shift to whether the company will be listed in London [but] Haas said … no decisions had been made on where Arm would be listed.
Reminding us why this matters to DevOps, here’s Timothy Prickett Morgan:
Now there is no question that Arm Holdings will be going public. … The plan is to do so before the end of [its] fiscal year in March 2023. … Arm Holdings will be returning to its IP licensing roots, having spun off some uncore business back into SoftBank, and seeking out new markets as it has been able to do with hyperscalers [and] cloud builders.
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When Intel was worried about AMD Epyc chips, what it really needed to worry about was boosting price/performance to keep Arm CPUs out of the hyperscaler and cloud builder datacenters. [But AWS] has Graviton Arm server chips on a pretty regular schedule, and you can bet Masayoshi’s last yen that Graviton4 will debut at re:Invent 2022 this year.
But what happens next? Pun it up, HereAndGone:
If Softbank is going to take ARM public, Nvidia will find it much cheaper simply to acquire a controlling interest. … Looks like a duck, walks like a duck, but cheaper than a duck—while ducking regulatory issues. This plan is not quacked up to solve what it pretends to solve and will likely prove most fowl.
You have been reading The Long View by Richi Jennings. You can contact him at @RiCHi or tlv@richi.uk.
Image: Nicole Geri (via Unsplash; leveled and cropped)