It seems that broadly the same principles have been found independently by tons of teams. Expecting that well-financed actors have not explored that field and/or not yield any similar result at this point is completely insane.

Meaning, given the high level of technicality required, it's even doubtful that the embargo protected anybody; it might be that no attacker exist (and I postulate will ever exist) that will be simply waiting for 3rd party disclosure before writing its own exploits in that class. On the other hand, typical security providers monitoring threats in the field might not be aware for a long time of the existence of such vulnerabilities.

Now here arguably the first counter measures are similar to those for L1TF, so hopefully sensitive operators would already have disabled HT. However, it is not very cool to not make them aware of this additional (and slightly different) risk during such a ridiculously long period.

Also: does Intel has competent people working on their shit anymore??? They know the fundamental principles; which is speculative execution on architecturally out-of-reach data, followed by a fault and a subsequent extraction via covert channels of un-rolled-back modified micro-architectural state. The broad micro arch is widely known, so do they really expect that 3rd party security researchers won't found all the places where they were sloppy enough to speculatively execute some code on completely "garbage" data? Or were they themselves unable to do a proper comprehensive review, despite having access to the full detailed design (and despite a dedicated team having been created for that)? In either case, this is not reassuring.