July 14, 2022
Hello and welcome to Protocol Enterprise! Today: why the decision to overturn Roe v. Wade could have a huge effect on health care cloud deployments, the push to pass the Chips Act and enterprise tech moves.
All politics are local – and as statewide abortion restrictions spark fear of law enforcement data subpoenas, all reproductive health data is political. Cloud providers are already facing new challenges as a result.
It turned out Nevada played a key role in the decision. The company wanted to make sure the sensitive data it handles is physically stored in a state that is unlikely to restrict abortion rights in the future. And it wanted at least one fallback in case state laws change.
The move to Google Cloud will cost the company tens of thousands of dollars, and won’t necessarily save money in the long run, but Proov’s data subpoena concerns are warranted.
There’s a lot more detail in the full story. Check it out.
They created Digital People. Now they've made celebrities available as Digital Twins: Soul Machines co-founder and CEO Greg Cross and his co-founder Mark Sagar, Ph.D., FRSNZ are leading their Auckland and San Francisco-based teams to create AI-enabled Digital People to populate the internet, at first, and soon the metaverse.
Roughly 11,000 chip industry insiders descended on San Francisco this week for one of the largest semiconductor conferences since the pandemic began. Aside from the typical business-related talks during the three-day schmooze-and-booze that is Semicon West, the $52 billion of chip subsidies Congress is weighing came up in discussions both on stage and on the sidelines.
$52 billion sounds like lots of money. But for chip companies, it’s not, as Bernstein analyst Stacy Rasgon pointed out on a panel of financial analysts. “I don’t know if this is politically correct in this audience,” he said. “I’m going to say it anyways … for the entire U.S. semiconductor industry, this is a rounding error. Who cares?”
At least one person does: Laurie Locascio, Under Secretary of Commerce for Standards and Technology. Locascio agreed the sum of cash itself wasn’t large but said that wasn’t the whole point. The cash on the table is a signal to the industry that the U.S. is committed to building out its chip manufacturing capacity in the long run.
“If you look across the board at the money, compared to the industry size, this is a small amount, and it’s a small amount compared to what China is investing in their industry, which is enormous,” Locascio told Protocol in an interview.
“But if the [Chips Act] doesn’t pass, it’s an indicator. Chip companies are getting attracted [by] offers and incentives from all over the world to put their fabs there. We have to be in that game, we have to show this industry that we care that the United States really is in this game.”— Max A. Cherney (email | twitter)
Over the past week Broadcom announced an executive departure, Microsoft created a new C-suite role, Intel poached talent from TSMC and more.
Thomas Krause is going to be the new CEO of Citrix-Tibco. Krause was formerly president of Broadcom Software. Krause’s responsibilities will shift to CEO Hock Tan.
David Smith was named the new VP of channel sales for Microsoft. Smith will report to Dezen along with Julie Sanford, VP of go-to-market strategy and programs.
Matt Hicks was named CEO of Red Hat. Hicks was previously executive vice president of head of products and technologies.
Suk Lee joined Intel as VP of the ecosystem technology office. Lee was formerly VP of the design infrastructure management division at TSMC.
Steve Pinkos joined Intel as senior director of security policy, the company told Protocol. Pinkos previously worked in the White House, the Department of Commerce and the U.S. House of Representatives.
Sandy Hogan joined SADA as chief revenue officer. Hogan was formerly senior vice president of worldwide commercial and partner sales at VMWare and worked at Rackspace and Cisco prior to that.
David McNeil joined Envoy as chief revenue officer. McNeil was formerly chief commercial officer at Tebra and head of North American sales for Hubspot.— Aisha Counts (email | twitter)
Strong earnings results from TSMC lifted the spirits of chip watchersanticipating bad news amid the broader economic slowdown, but the company is also planning to move some capital spending out into next year.Alibaba executives were reportedly summoned to meet with Shanghai government representatives after the theft of an enormous database of personal information from its cloud service.
They created Digital People. Now they've made celebrities available as Digital Twins: Soul Machines is at the cutting edge of AGI research with its unique Digital Brain, based on the latest neuroscience and developmental psychology research.
Thanks for reading — see you tomorrow!