June 29, 2022
Photo: Geoff Livingston/Getty Images
Hello and welcome to Protocol Enterprise! Today: How the Supreme Court’s decision to overturn Roe v. Wade is sending shockwaves through the location-based advertising industry, a notable win for Arm server chip vendor Ampere and maybe the real cybersecurity treasure is the friends we made along the way.
Digital advertisers have a voracious appetite for location information, and that appetite has fueled the growth of the location data sector. So far.
When the Supreme Court overturned Roe v. Wade, that decision not only put the availability of location data for advertising in the spotlight, it might have marked a turning point compelling the digital ad industry to take action to limit data associated with sensitive places.
Meanwhile, pressure from actual regulators mounts.
Despite facing pressure from lawmakers for more than a decade to limit and protect location data, the ad industry fought privacy legislation and pushed for increased location data use for much of that period.
Now a post-Roe window to possible change has cracked open.
Read in-depth coverage of this issue in the full story.
Hybrid work success looks different depending on who you ask. Your company is made up of a cast of players, each with a role critical to a competitive and thriving business, and with an eye on their North Star: employee happiness. How do you appease all those stakeholders?
HPE helped notch an important step for Arm designs in the on-premises server market, announcing late Tuesday that it is selling a version of its servers powered by chips made by Ampere.
The HPE servers will feature the Altra and Altra Max chips and are targeted at enterprise buyers that want to manage their own hardware. HPE and Dell are basically tied for the lead in the worldwide server market, and we’ll know that Arm designs have started to break through if and when Dell also offers an Ampere-based system design.
Arm designs are becoming more popular for use in servers but still have a long way to go to take a significant portion of the market. According to research from Wells Fargo, Arm server shipments in the first quarter of this year made up 2.2% of the overall market, or roughly 70,000 systems, a big jump from last year’s share of 0.8%. Gartner estimates that more than 5% of shipments for on-premises servers will be based on Arm designs by 2025.
For Ampere, HPE building a system around its processors is a big win, as it attempts to cement a position in self-managed data centers and take share from the chips designed around x86 tech made by Intel and AMD. It will likely be a long fight, but if the Ampere-powered systems offer cheaper performance and energy efficiency it could attract more businesses to give the new HPE servers a shot.
Sure, cybersecurity has its rivalries. And sometimes, things do get ugly. But maybe the instances of one security vendor dissing another stand out so much because, by and large, cybersecurity is an unusually collaborative industry. (Maybe?)
Dan Schiappa, chief product officer at security operations platform Arctic Wolf, put it this way in a recent interview: "We have a mission in our industry that most industries don't have: We are fighting the bad guys."
In other words, "I'm not fighting my competitors as much as I'm fighting the bad guys," he told me. "That's why I think we team up probably more than many other industries."
As an example, cybersecurity firms have long shared threat intelligence with one another. "We share threat intelligence with competitors, and they share it with us, because we all publish it openly," Schiappa said.
And crucially, for securing end customers, it's essential that security vendors can get along with each other. That's because most customers use a mix of security products in their environments that often need to be integrated with each other in some fashion.
Most vendors, Schiappa said, recognize that "we have a common customer looking for us collectively to protect them. So we need to work together to do that."
Chinese cloud providers are pulling back on server purchases this year, according to research from TrendForce, which means next month’s cloud capital expenditure numbers from the Big Three U.S. cloud providers will be even more interesting than usual to watch.
Rightsizing, where each meeting space is outfitted for a specific purpose, is top of mind for facilities pros. Reconfiguring rooms to support new hybrid work schedules enables personalization and a safe return to the office. Understanding how employees will use spaces as they come back will be critical for success.
Thanks for reading — see you tomorrow!