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Peter Jones

@petergjones.bsky.social
376 followers 243 following 915 posts

WARNING - includes politics! This is me, not Cisco, not Ethernet Alliance(EA), etc Cisco Distinguished Engineer, EA chair emeritus, IEEE 802.3 participant. petergjones.substack.com

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Peter Jones @petergjones.bsky.social · 3h
When just hoping is not an option. www.theatlantic.com/magazine/202...
theatlantic.com
The Baltic States Prepare for War
Lithuania, Latvia, and Estonia are readying themselves to fend off a Russian attack—with the help of the United States, or without it.
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Peter Jones @petergjones.bsky.social · 01/10/2026
In case you missed it, "IDs R Us" krebsonsecurity.com/2026/09/fbi-...
krebsonsecurity.com
FBI Probes Service Selling 153M+ Drivers Licenses – Krebs on Security
A new identity theft service launched on the dark web this week is selling digital scans of more than 153 million drivers licenses from people in the United States and Canada. Based on interviews…
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Peter Jones @petergjones.bsky.social · 01/10/2026
Physician, heal thyself? www.lawfaremedia.org/article/the-...
lawfaremedia.org
The FBI Data Breach Is a Counterintelligence Disaster
Hackers stole thousands of FBI employees’ data, including about new hires and people in sensitive roles. It’s like giving a foreign adversary a gold mine.
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Peter Jones @petergjones.bsky.social · 01/10/2026
#AbliteratedAI part 2. Now anyone can access it. www.lawfaremedia.org/article/the-...
lawfaremedia.org
The AI Threat We’re Not Talking About
AI employees are raising concerns about an extinction-level event. But there’s a more immediate threat.
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Peter Jones @petergjones.bsky.social · 01/10/2026
I'm not surprised to hear this, but it makes a mockery of the "We can make AI safe!" argument. techcrunch.com/2026/09/03/a...
techcrunch.com
Abliteration.ai is making a business out of removing AI guardrails | TechCrunch
Abliteration.AI is making powerful AI models without guardrails easier to access, arguing that giving defenders the same tools as bad actors could ultimately improve cybersecurity.
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Peter Jones @petergjones.bsky.social · 01/10/2026
Looks like the legal profession is about to get a big AI boost. #SeriouslyRiskyBusiness via #Lawfare www.lawfaremedia.org/article/brin...
lawfaremedia.org
Bring On the AI Lawsuits
The latest edition of the Seriously Risky Business cybersecurity newsletter, now on Lawfare.
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Peter Jones @petergjones.bsky.social · 01/10/2026
I'm morally opposed to execution as a legal punishment. Regardless, the practical, legal and financial issues provide an entirely different set of reasons to stop using it. open.substack.com/pub/chrisgei...
open.substack.com
After SCOTUS allowed Tennessee execution to go ahead, Tennessee botched the execution
SCOTUS, over the liberals’ dissent, cleared the way for Tennessee to kill Christa Pike. The alarming order from DC was followed by even more disturbing developments in Tennessee.
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Peter Jones @petergjones.bsky.social · 30/09/2026
#EthernetHistory www.tomshardware.com/networking/t...
tomshardware.com
The Ethernet spec was first drafted on this day in 1980 — DEC, Intel, and Xerox defined the standard several years before the internet existed
Ethernet ports are still desirable on desktop PCs, hanging on alongside the likes of the 3.5mm audio jack and IEC mains connector.
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Peter Jones @petergjones.bsky.social · 30/09/2026
OpenAI agents vs RubyGems rubyhack.ai
rubyhack.ai
OpenAI agents carried out an undisclosed cyber-attack on RubyGems
On May 11th, 2026, hundreds of malicious packages were uploaded to RubyGems by AI agents performing web-lookup tasks with significant overlap with the German Wiki Incident.
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Peter Jones @petergjones.bsky.social · 30/09/2026
Managing risk from AI companies. www.lawfaremedia.org/article/boot...
lawfaremedia.org
Bootstrapping Frontier AI Governance by Mutualizing Risk
With frontier AI companies’ money on the line, a mutual insurer would enforce standards, peer review incidents, and pool safety research and development.
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Peter Jones @petergjones.bsky.social · 29/09/2026
Well this is scary. swarmtraces.org
swarmtraces.org
Revealing the details of how OpenAI agents hacked Hugging Face
When a swarm of 700 OpenAI agents hacked Hugging Face in July, they left behind a public trail of evidence.
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Peter Jones @petergjones.bsky.social · 28/09/2026
Who carries what risk at what price? Getting this wrong can be very bad. open.substack.com/pub/globalda...
globaldatacenterhub.com
Who Carries the Risk: EPC, O&M, and SLA Structures That Make Capital Comfortable
Fixed-price EPC and liquidated damages, O&M deduction architecture, SLA service credit ceilings, back-to-back structuring, the gaps between all three
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Peter Jones @petergjones.bsky.social · 28/09/2026
The GPU depreciation/rental price curves aren't what you'd expect. Memory and leadtime are driving the market. If supply shortage eases (e.g., more chips available, more efficient models) then neocloud economics get challenging. open.substack.com/pub/chriszeo...
datagravity.dev
The GPU Depreciation Curve Is Broken
Old GPUs are holding their value. New ones command a scarcity premium. Memory explains why.
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Peter Jones @petergjones.bsky.social · 26/09/2026
The cost of the loss of trust. www.theatlantic.com/ideas/2026/0...
theatlantic.com
Lenders Don’t Trust the United States Anymore
Blame Trump for rising borrowing costs.
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Peter Jones @petergjones.bsky.social · 26/09/2026
Why not screw up the rest of the world as well? www.theatlantic.com/magazine/202...
theatlantic.com
MAGA Is Making the World Safe for Corruption
Far-right ideologues have transformed American foreign policy into a tool of private gain and antidemocratic reaction.
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Peter Jones @petergjones.bsky.social · 24/09/2026
Water Use Effectiveness (#WUE) is key constraint that's not going away. www.datacenterknowledge.com/cooling/data...
datacenterknowledge.com
Data Center Water Use: From WUE to Real-World Resilience
How data centers are shifting from WUE to site-specific water resilience, with cooling tradeoffs, sourcing, policy, and community impacts.
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Peter Jones @petergjones.bsky.social · 24/09/2026
The need for fundamental changes in physical infrastructure to increase power efficiency by orders of magnitude. www.datacenterknowledge.com/data-center-...
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Peter Jones @petergjones.bsky.social · 24/09/2026
The evolution of the secondary market for #AI #GPUs. Hint: #InferencingOptimized is better. standardmobileco.com/articles/ref...
standardmobileco.com
The Rise of Refurbished GPUs: How AI Infrastructure Is Flooding the Secondary Market
AI refresh cycles are pushing enterprise GPUs onto the secondary market at unprecedented volumes.
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Peter Jones @petergjones.bsky.social · 24/09/2026
Climbing the power ladder. open.substack.com/pub/globalda...
globaldatacenterhub.com
Why Data Centers Reserve Power They Never Draw (And Who Pays)
Every data center announcement names a number of megawatts. That number sits on one of four steps, and only the last one means a building is coming.
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Peter Jones @petergjones.bsky.social · 24/09/2026
#Horrifying Deliberately ignoring the lessons of history. michaeldsellers.substack.com/p/trumps-ann...
michaeldsellers.substack.com
Trump’s “Annihilation” Speech Embraced the World the UN Was Created to Prevent.
In the spring of 1945, as representatives of fifty countries gathered in San Francisco to design what would become the United Nations, people were still dying in the Second World War.
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Peter Jones @petergjones.bsky.social · 22/09/2026
Like everything else in life, if you want to understand what's going on, #FollowTheMoney open.substack.com/pub/globalda...
globaldatacenterhub.com
Vantage's $2 Billion Is Not Backed by Data Centers. Not Yet.
A dozen insurance and institutional investors closed the five-year data center development facility in September 2026. Inside the Evercore and Wells Fargo Securities structure built to revolve.
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Peter Jones @petergjones.bsky.social · 22/09/2026
A serious read from Dylan Patel at #SemiAnalysis open.substack.com/pub/semianal...
newsletter.semianalysis.com
Computation and Data Movement for Inference
Mapping MoE models onto inference hardware: structure, flow, and efficient serving
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Peter Jones @petergjones.bsky.social · 22/09/2026
#EnShitification and the #AIBubble from Cory Doctrow via #TheTechReport youtu.be/LiDUg_uylyM?...
youtu.be
This is how the AI bubble pops | Cory Doctorow
“If enshitificaiton is what you do when you’ve grown your market all you can and then you squeeze it, then AI is what happens when you run out of squeezing.” Author of The Reverse Centaur’s Guide To…
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Peter Jones @petergjones.bsky.social · 22/09/2026
Another look at GPU server depreciation vs earning power. open.substack.com/pub/chriszeo...
datagravity.dev
How Long Does a GPU Last?
Seven to nine years physically. Six on the books. The bears say three. The whole argument is about the wrong variable.
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Peter Jones @petergjones.bsky.social · 18/09/2026
If smart phones were a drug, I think we would probably ban them. Most adults I know are uncomfortable leaving their phones behind for any reason, we shouldn't be surprised kids have trouble. www.theatlantic.com/ideas/archiv...
theatlantic.com
Get Phones Out of Schools Now
They impede learning, stunt relationships, and lessen belonging. They should be banned.
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Peter Jones @petergjones.bsky.social · 18/09/2026
"Nice Kennedy Center you have there, be a shame if anything happened to it." The Atlantic - A judge blocked another effort to add Trump’s name to the Kennedy Center. In response, the president gave the center an ultimatum." www.theatlantic.com/culture/2026...
theatlantic.com
A Shouting Match and an Ultimatum at the Kennedy Center
President Trump berated a congresswoman during a board meeting, then posted that he would abandon the Kennedy Center if his name isn’t added to it.
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Peter Jones @petergjones.bsky.social · 18/09/2026
This is really bizarre but not surprising given where we are today. "A letter from Interior Secretary Doug Burgum revealed new details about warning signs the White House will install near the American-history museum." www.theatlantic.com/culture/2026...
theatlantic.com
The Next Change Trump Has Planned for the Smithsonian
A letter from Interior Secretary Doug Burgum revealed new details about warning signs the White House will install near the American-history museum.
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Peter Jones @petergjones.bsky.social · 17/09/2026
#Math & #AI mathandai.org
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Peter Jones @petergjones.bsky.social · 17/09/2026
New option for a non-alcoholic drink from the Lisbon #Marriott bar: Sparkling Water, Apple Puree, Lime Juice. #Gemini suggests calling it "Apple-Lime Spark". I'm sold.
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Peter Jones @petergjones.bsky.social · 16/09/2026
Just amazing levels of corruption. You couldn't make this up. #ProPublica www.propublica.org/article/dona...
propublica.org
Donald Trump Jr.’s Wedding Bankrolled by Putin-Linked Russian Oligarch
The oligarch, Umar Kremlev, spent hundreds of thousands on expenses like renting out a private island. He appears to have met Trump Jr. only recently, but he attended the intimate wedding with a large...
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Peter Jones @petergjones.bsky.social · 15/09/2026
#AI #FollowTheMoney #GlobalDataCenterHub on the effect of having the debt run longer than the contracts backing it. open.substack.com/pub/globalda...
globaldatacenterhub.com
The Contracts Run Three Years. CoreWeave's Newest Debt Runs Five.
CoreWeave closed a $2.6 billion GPU-backed facility on August 10 with JPMorgan and MUFG. Inside the two-year maturity gap, the re-lease option, and the spread the ratings did not reflect.
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Peter Jones @petergjones.bsky.social · 15/09/2026
Another meaty post on #HBM trends from #SemiAnalysis. It's not a quick read, but it's worth the effort. Remember, #HBM demand is driving #DRAM costs for everyone. open.substack.com/pub/semianal...
newsletter.semianalysis.com
Long Live the Short King: Why 4-hi HBM Wins
Same Bandwidth, Fewer Dies: How 4-hi HBM Cuts Inference Costs and Makes Scarce DRAM Go Further
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Peter Jones @petergjones.bsky.social · 15/09/2026
#CapeFearAdvisors on the money flow that leaves #NVIDIA to the #NeoClouds and what comes back.
capefearadvisors.substack.com
NVIDIA, A Little Bit of Money In
Jensen Huang described the mechanism on a Goldman stage. Three GPU buyers filed what it looks like from their side
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Peter Jones @petergjones.bsky.social · 14/09/2026
FYI: I’m passing the @ethernetalliance.bsky.social chair hat to David Rodgers. This has been important to me, but it’s a good time to make this change. Read more at petergjones.substack.com/p/change-is-...
petergjones.substack.com
Change is good : Chair -> Chair Emeritus
Time to pass the hat.
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Peter Jones @petergjones.bsky.social · 11/09/2026
#OnTheRoadAgain Heading to Lisbon for #IEEE #802d3 & #802d1 meeting, thanks to @ethernetalliance.bsky.social for hosting. #PaintedPanda #AirportArt
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Peter Jones @petergjones.bsky.social · 31/08/2026
Seems like there are a lot of mismatched contract timelines in the AI announcement froth. Who ends up with the #HotPotato? open.substack.com/pub/globalda...
globaldatacenterhub.com
Who Eats the Loss When the AI Tenant Walks | This Week in Data Centers
Georgia Power won approval for a fully redacted contract serving OpenAI's 3.2GW Effingham County campus. Inside the no-recovery pledge, Nvidia's Cloverleaf stake, and Spain's hourly renewables rule.
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Peter Jones @petergjones.bsky.social · 31/08/2026
So, when did you order the transformers for your shiny new AI DC? open.substack.com/pub/globalda...
globaldatacenterhub.com
The Four-Year Wait for a Transformer (And Why It Decides How Fast AI Grows)
Every AI answer runs through a steel box that takes more than two years to order. That wait sets the pace of the AI buildout.
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Peter Jones @petergjones.bsky.social · 31/08/2026
What happens when most of the class is cheating? www.theatlantic.com/ideas/2026/0...
theatlantic.com
A Society of Cheats
Students’ use of AI is teaching them to cut corners, disdain rules, and believe that integrity is for suckers and wimps.
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Peter Jones @petergjones.bsky.social · 30/08/2026
This is toxic for "government of the people, by the people, for the people" (Abraham Lincoln, Gettysburg Address). www.nytimes.com/2026/03/09/u...
nytimes.com
The Scale of Billionaires’ Campaign Donations is Overwhelming U.S. Politics
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Peter Jones @petergjones.bsky.social · 27/08/2026
InterDC Fiber with (actually) diverse physical routing is hard to get and harder (aka longer) to build. open.substack.com/pub/globalda...
globaldatacenterhub.com
Fiber Is the Second Queue: Why Power-Available Sites Still Stall
Power scarcity pushed capital into secondary markets with land and grid capacity but thin fiber routes. Inside strand density, right-of-way delay, the three investor lenses, and fiber-first screening.
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Peter Jones @petergjones.bsky.social · 25/08/2026
Are we in an #AIBubble? youtu.be/qagvVRk1sCs?...
youtu.be
AI’s Mountain of Debt Is About To Come Crashing Down
YouTube video by Finance Bureau
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Peter Jones @petergjones.bsky.social · 25/08/2026
#SpaceX - can it live up to the hype? youtu.be/Yx9huiJH33g?...
youtu.be
The SpaceX IPO... It's Worse Than You Think
YouTube video by Finance Bureau
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Peter Jones @petergjones.bsky.social · 24/08/2026
Evolution of search from looking to answers to producing is its own. What did we (the bigger we) lose on the transition? How will content producers get compensated so they can keep producing good content? youtu.be/3yGj04DsNOc?...
youtu.be
The Google Search Crisis Explained Like You're 5
Google Search isn't about finding answers anymore. It's about never letting you leave, feeding you AI summaries built on AI content, and squeezing every last click out of a monopoly that already owns…
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Peter Jones @petergjones.bsky.social · 22/08/2026
Things are not getting better :( harrylitman.substack.com/p/blanche-is...
harrylitman.substack.com
Blanche Is as Bad as We Feared He Would Be
His first week at the helm may be the most transgressive in DOJ history.
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Peter Jones @petergjones.bsky.social · 20/08/2026
#WorthReading from Gabrielle Hempel on #AISecurity. www.linkedin.com/posts/gabrie...
linkedin.com
Safety Is Not a Charter Provision: The Cybersecurity Drift Problem in AI Startups | Gabrielle Hempel
An AI company can adopt a public-benefit charter, create a safety committee, publish a responsible-scaling framework, and still make an unsafe decision. The problem starts when security controls stop...
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Peter Jones @petergjones.bsky.social · 20/08/2026
Barron Fung from #DellOro on the DRAM/HBM shortages/price hikes on AI. www.delloro.com/the-growing-...
delloro.com
The Growing Memory Tax on AI Infrastructure - Dell'Oro Group
Analyst Baron Fung examines how DRAM inflation and HBM complexity reshape server economics and make memory efficiency increasingly critical.
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Peter Jones @petergjones.bsky.social · 20/08/2026
#SpaceX financials. BTW: nice AI cartoon images youtu.be/ROesEAtjgj4?...
youtu.be
The Upcoming SpaceX Disaster Explained Like You're 5
YouTube video by Money Covered
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Peter Jones @petergjones.bsky.social · 18/08/2026
#WorthReading from Brian Perry. www.perrycyber.com/projects/ztn...
perrycyber.com
ZTNA with Cloudflare — perrycyber.com
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Peter Jones @petergjones.bsky.social · 18/08/2026
Anyone used #Pi (pi.dev) for coding and care to comment?
xda-developers.com
Claude Code, Codex, and Cursor are all overkill — here’s the lightweight tool I use instead
This tool does things differently
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Peter Jones @petergjones.bsky.social · 07/08/2026
New #Substack post - "Why is it called the #PeopleSwitch Diaries? And what’s a #PeopleSwitch anyway?" petergjones.substack.com/p/why-the-pe...
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