Maybe you get "lucky" with some chip and there's some extreme manufacturing variation that causes this failure mode, maybe the wafer was bad in some particular way, etc.
What percentage of chips couldn't handle lock cmpxchg8b eax? We're not talking about well formed code, we're talking about adversarial code from the web, designed to trigger edge cases or exercise obscure parts of the spec. Not sure spectre was relevant to NaCl, rowhammer was.
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what percentage of Intel chips or banned Centaur chips? I'm not saying that chips never fail, I'm just saying that your whitelisted vendors have the most complex and therefore the most likely to fail chips and this is what we've seen in practice.
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NaCl only depends on a small subset of the operation for security. Not sure why you keep talking about Spectre/Meltdown, it wasn't really relevant to NaCl (wasn't a free breakout, and you didn't need NaCl to exploit it, but rowhammer was).
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