I think you're underestimating the % of HPC networks with properly-configured firewalls and only running code from trusted sources.
I think you're underestimating the % of HPC networks with properly-configured firewalls and only running code from trusted sources.
Why you generally do need it is the above isn't true, and microcode has to be loaded at the hypervisor level for everyone or for no one
This is quite common in the engineering/research sectors, which love clusters. Think Sandia, oak ridge, etc. I also personally know of several private companies with research clusters. I'm curious how common hpcs are outside of the research community, because honestly I'm struggling to think of a practical need for one.
The real question is do you trust any potential co-tenants in a public cloud that share a hypervisor with you, when said hypervisor does NOT have Spectre/Meltdown fixes applied? (There is only one correct answer...)
Also you can fairly easily mitigate this in a public cloud setting by running your VM on a dedicated hypervisor. AWS calls these "EC2 Dedicated Instances". Interestingly enough for most compute sizes the cost different is negligable. I imagine that isn't the case everywhere / for-everything, but if you A) need pre-Spectre/Meltdown perf and B) need protection against co-tenancy attacks, paying a few more dollars for a dedicated hypervisor host seems like a no-brainer to me.