Hello and welcome to Protocol Enterprise! Today: why the decision to overturn Roe v. Wade could have a huge effect on healthcare cloud deployments, the push to pass the Chip Act and corporate tech moves.
red state. blue state. Cloud state.
All politics is local — and because statewide abortion restrictions spark fear of law enforcement data subpoenas, all reproductive health data is political. Cloud providers are already facing new challenges.
- Fertility app Proov knew how important the location of the servers on which its data is stored would be, when the Supreme Court’s draft opinion presaging the overturning of Roe v. Wade was disclosed in May.
- On Monday, Proov kicked off its migration of data from AWS and Microsoft Azure to a new consolidated home: Google Cloud.
- Proov’s decision boiled down to having the most data storage options in states that protect the right to abortion to guard against possible subpoenas for the fertility-related data it stores. .
It turned out that Nevada played a key role in the decision. The company wanted to ensure that the sensitive data it processes is physically stored in a state that is unlikely to restrict abortion rights in the future. And he wanted at least a fallback in case state laws changed.
- Google and AWS both offer data center storage options in California and Oregon, which together released a multistate pledge last month to defend access to reproductive health care.
- But it was Nevada that tipped the scales towards Google. This was an additional option offered by Google, but not AWS, which Proov says will be a safe haven for its reproductive health data.
- “When you’re talking about two viable options versus three, that’s important,” Jeff Schell, chief technology officer at Proov, told me.
Moving 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 concerns about the data subpoena are justified.
- “If a company is hosting data in a state where abortion is restricted, that state could use the company’s presence and the data storage facility in the state to make an argument that the company should be compelled to turn over all data in response to a legal subpoena or court order regarding alleged abortions,” said Bethany Corbin, senior attorney at Nixon Gwilt Law who specializes in reproductive health technology law.
- Ultimately, companies that process reproductive health data should look beyond improving privacy and security measures.
- “They should minimize the amount of data they collect and only collect the minimum necessary,” Corbin said.
There are many more details in the full story. Check it out.
-Kate Kaye (E-mail | Twitter)
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$52 billion doesn’t go that far these days
About 11,000 chip industry insiders traveled to San Francisco this week for one of the biggest semiconductor conferences since the pandemic began. Typical trade talks aside during the three-day schmooze-and-booze that is Semicon West, the $52 billion in chip subsidies that Congress is weighing have been discussed both on stage and on the sidelines.
$52 billion sounds like a lot of money. But for chip companies, that’s not the case, Bernstein analyst Stacy Rasgon pointed out to a panel of financial analysts. “I don’t know if it’s politically correct in this audience,” he said. “I’ll say it anyway… for the entire US semiconductor industry, this is a rounding error. We do not care?”
At least one person does: Laurie Locascio, Commerce Undersecretary for Standards and Technology. Locascio agreed that the amount of money itself was not large, but said that was not the whole point. The money on the table is a signal to industry that the United States is committed to building its chipmaking capability for the long term.
“If you look at the money as a whole, compared to the size of the industry, it’s a small amount, and it’s a small amount compared to what China is investing in its industry, which is huge,” Locascio told Protocol in an interview.
“But if the [Chips Act] does not pass, it is an indicator. Chip companies are attracted [by] offers and incentives from around the world to plant their fabs there. We have to be in this game, we have to show this industry that we really care about the United States being in this game.”
— Max A. Cherney (E-mail | 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 previously president of Broadcom Software. Krause’s responsibilities will be transferred to CEO Hock Tan.
Nicole Dezen is the newly created Director of Partners for Microsoft. Microsoft’s channel lead role, previously held by Rodney Clark, will be split into two leadership roles and overseen by Dezen.
David Smith was named the new vice president of channel sales for Microsoft. Smith will report to Dezen along with Julie Sanford, vice president of go-to-market strategy and programs.
Matt Hicks was named CEO of Red Hat. Hicks was previously executive vice president responsible for products and technology.
Jim Hansen joined Redacted as CEO. Hansen was the co-founder and COO of Mandiant, which was acquired by Google earlier this year.
Suk Lee joined Intel as vice president of the ecosystem technology office. Lee was previously vice president 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 at the White House, the Commerce Department and the United States House of Representatives.
Sandy Hogan joined SADA as Revenue Manager. Hogan was previously senior vice president of commercial sales and global partners at VMWare and worked at Rackspace and Cisco before that.
David McNeil joined Envoy as Chief Revenue Officer. McNeil was previously chief commercial officer at Tebra and head of North American sales for Hubspot.
— Aisha counts (E-mail | Twitter)
Around the company
TSMC’s strong earnings results have lifted the spirits of chipwatchers anticipating the bad news amid the broader economic downturn, but the company also plans to shift some capital spending to next year.
Alibaba executives reportedly summoned to meet Shanghai government officials after a huge database of personal information was stolen from its cloud service.
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