(upbeat music) >> Welcome back to "theCube's" coverage of Mobile World Congress 2021. We're here in person and remote. This is a physical and virtual. It's a hybrid event, and "theCube's" got wall-to-wall coverage. I'm John Furrier, your host of "theCube." We've got a great guest here, Adolfo Hernandez, Vice-President, Global Telco Business Unit for Amazon Web Services, AWS. Adolfo, thank you for coming on remotely for this virtual hybrid Mobile World Congress. >> Thanks for having me, John, exciting. >> You have an impressive background in telecom industry. Over the years the technology industry has been great innovation. We've seen, I mean, how many Gs have been we've gone through, but I remember the days when wifi wasn't even around. So (laughing) You got a complete change in the past couple decades. This year, more than ever with the pandemic coming through this, you're starting to see some clear visibility on the trends, and also, this is the first Mobile World Congress in person since 2019, so a lot has changed. What is your view on the marketplace, and what is your message you're telling the telecom industry from Amazon's and your perspective? What do you see? >> Yeah, you're absolutely right, John. This is a fascinating time to be on the cloud, to be at Mobile World Congress. I remember Mobile World Congress 2020 was the first event that actually got canceled. So that was the beginning of the pandemic. And now, here we are, a year and a bit later, working with the leading telecommunications operators with the leading telecommunication sides based on solution providers and what better place that would be in doing that with AWS in this very transformational time in this space. We are supporting telecom operators around the world, as they reinvent communications in many different ways. This is not just one more G, we are definitely transforming the industry. Like any industry, we see telecom operators having to get simplification on their operations and transforming the IT side of the house. So they've go the internal IT, that needs a big transformation, they also got the network IT, everything related with OSS and BSS, and they need to migrate that to the cloud. And we've got a lot of experience by doing that with telcos around the world, to really help them accelerate that journey to the cloud. And we can help them with data center consolidation, migrations and a number of things. So we've got examples like GiffGaff, which is one of the largest MVNOs, and one of the first ones in Europe to go all in on the AWS cloud and they move all the data and the heart of the business there. So once you're sort of dealing with the network, the IT transformation, then you've got to go and look at how do you reinvent and accelerate the delivery of 5G connectivity? Well, that's very current as we're doing now. And we really want to help them because when they accelerate to the cloud, they get more flexibility, they get more agility, they get more cost effectiveness. And if you think about how traditional telco networks were built, where you have to provision a lot of systems you have to provision a lot on the base stations, and then you needed to provision a lot of systems on the Ram side, and then you needed to put aggregation centers, traffic centers, and then you would have the headquarters, and then you would have all the network functions, going from the radio all the way into the center. All of the systems needed to be provision for peak capacity. They sort of famous Mother's Day moment. As you move to the cloud, you can provision on the different parts of the cloud, you can provision on the AWS Outpost, you can provision on locals phone, you can provision on regions, and you leverage right away the experience that we've got on all of our infrastructure, reducing costs, getting a lot of flexibility and being able to embark, just and consume what you need. And, an example of that, it's been a Telefonica Vivo in Brazil. We talked about that a couple of weeks ago, and they've accelerated their move by deploying a 5G standalone cloud native platform. And that gives them a lot of automation capabilities. It gives them faster CI/CD/CT. So really cool stuff that you couldn't do in the old ways of building networks- >> It's interesting you mentioned CI/CD pipeline and developers. To me that's what comes to my mind when I think of AWS, the enablement of developers, now the enterprise. Now you've got the telco cloud and Amazon is not known for being a 5G player, but you guys are enabling a lot of 5G. Could you address that question? How is Amazon web services enabling 5G? What's your answer to that? >> So first of all, I have to say that 5G is an absolutely great example that this is a lot about moving to the cloud. 5G is cloud native, it's cloud friendly. You can virtualize pretty much every function. You can separate every function from the hardware and the software move everything to the cloud. And that is really lending itself to move to a cloud delivery model. As we were talking about earlier, we are enabling people to go and take the AWS infrastructure like AWS Outpost and bringing all the AWS infrastructure, all the services, all the APIs and all the tools that you have on AWS, virtually to any single location. And that allows you to really deploy themes like thousands of cell sites across a run, you couldn't do that before. On the AWS local zones, you can take everything that compute storage databases and a lot of different services. And those are perfect for large metro areas where you need to do a lot of network traffic aggregation, and this makes them really good to deploy in parts of the network core. Again, that's another re-innovation. And then you can look at then the regions and the regions have everything that you need from a compute storage and services perspective. And that those are really well suited for BSS for OSS to keeping the network running and to do all of that. And you can do that today, leveraging existing infrastructure. You don't have to acquire that, you don't have to provision, that you don't have to provision for the peak capacity and then you don't have to install and manage, and I think that's a serious breakthrough for the industry. >> Okay, so let me just capture that, 'cause I heard a bunch of things that I really like, cloud native 5G. What does cloud native 5G mean for the telco industry specifically? >> Well, I think if I had to put it down to one thing, it's just about making it really easy to roll out. And it's about being able to deploy easily to automate easily, so you can free up investment and you can free up resources and you can free up overhead. You can really start taking advantage of all that flexibility and scalability and automation that you get with the cloud and you apply that to a network, and that is the very first time we're able to do that in wireless. And it's just going to give you a lot of advantages. Look at Dish. We made this announcement with Dish that they are moving with one of the industry first 5G cloud native networks out there. Look at the example I talked about earlier, Telefonica Vivo, we're doing that 5G standalone solution. So you're going to be seeing, this is just the beginning, but this is going to be not the end because there's a lot of interest in getting these benefits. >> I saw the Dave Brown announcement with Dish a while back just recently. So I want to ask you, does Graviton processors play a role on the Dish deal? Do you mind answering that? If you comment on that? >> Yeah, I think you might remember Dave Brown being very proud of everything that Graviton2 processors can do in terms of increase in the price performance, helping telco operators, not only with the price performance factor, but also with the energy equation. So it's just really exciting to have that differentiation and being able to deliver that innovation and that value to telco operators in a cloud native 5G network. >> I got to ask you about some of the open source and cloud scale things coming together. That's a big trend I'm seeing here at Mobile World Congress. Openness, multi-vendor, scaling up quickly, provisioning stuff fast and easy, leveraging existing technologies and of course, developer friendly. So with that, I got to ask you, what's all the big deal about with this Open RAN. Obviously radios are key and wireless. What does Open RAN mean? Can you take us through, what's the importance of this? >> Yeah, Open RAN is an industry wide or mostly industry-wide initiative to look into effectively trying to apply some of these open and sharing models to the RAN. You've got vendors and you've got telco operators participating. But what we do and you know as well John, 'cause you've been working with AWS for a while, you know, that we're very customer focused, and 90% of what we do is what we hear that they are trying to solve because it's the things that matter to them. So what we engage with them, what we engage with somebody like Dish, and they tell us that they are interested in Open RAN, we will go and partner with the right partners who can provide the right solution to deliver on that Open RAN. And you've seen we signed agreements with the likes of Nokia to do research and solutions on cloud RAN. You also saw a couple of weeks ago, we did another collaboration announcement with Mavenir, to deliver not only cloud run, but I said of 5G solutions like IMS, the 4G 5G converge packet, or messaging and others. So we are engaging with the complete ecosystem on our customer's behalf to deliver whatever thereafter, and Open RAN is one of these topics and that we're delivering to operators like Deutsche and others in the market. >> Do you think that this new shift with cloud is going to increase the surface area? 'Cause that to me is the big theme I'm seeing what this new shift, as we look at, even telco cloud and the Edge, it's the classic surface area. And this is well known in the security world, but the there's no perimeter anymore. The surface area for security is everywhere. So things have changed. But telco just seems like the edge is expanding, you got satellite, you got space, you got more 5G, more commercial, so much more surface area. What's the impact going to be to the industry and to applications? >> Well, I think what we're seeing is 5G comes out there because there is a need for more data, more bandwidth obviously increased security, new standards, but there is also about latency, latency reduction. And I think that's really going to change the paradigm as we inject these increased responsiveness, these low latency, closer to the edge, and we bring the applications and we bring the compute and we bring storage as we do with wavelength right through to the edge as we are doing with Verizon, Vodafone, KDDI, SK Telecom and operators around the world. This is going to enable a number of transformational use cases for society, whether they are in virtual reality, whether they are with autonomous driving, whether it's about automating and getting more intelligence into manufacturing processes, there is just so much potential to transform society. And it all comes back with these sort of new 5G and some of the themes that enables moving closer to the edge. So as I said, really interesting times. >> Adolfo Hernandez, Vice President of Global Telco Business Unit with Amazon Web Services. Thanks for the great insight here on "theCube" for our Mobile World Congress coverage. Really, really great insight. Thanks so much. >> Thanks, John, delighted to be here. >> If you don't mind, I'd like to just quickly shift gears to something while I got you here on the industry. Adolfo you're very well known in the industry for someone who knows how to turn things around. You've done that in the past. You've been part of growth companies, you've been part of companies that have refocused. Telco has been a big change over people looking at this new opportunity as a growth opportunity. And people are looking at divesting some non-critical divisions and looking at acquisitions. I mean the private equity's on fire right now, and you're starting to see a lot more formation because there's more visibility into territory to take, there's more opportunities to be had. So there's more potential revenue than there is you can do on the cost cutting side. So everyone I talked to who's been in the industry has got their eyes are really popping out of their head, they're saying there's more opportunities if we can reconfigure our resources to take advantage of cloud. You're an expert in this area. For the folks out there who are in the boardrooms, cranking away thinking through how to organize for the cloud scale, what would be your advice to those teams? >> Well, I mean, there's a lot of insight to be had from the experience that AWS we've gained through the years, of doing this IT. And you definitely have to get a top down vision. Obviously it's really got to start at the C-suite, is moving to the cloud for what it bring. Either faster pace of innovation, the cost reduction, the agility. And that's you've got to be thinking about going to the cloud top down. Then the next thing you've got to go and say, "Okay, what are the parts of my operation "that I can go after with cloud? "Where do I start? "Do I start with the IT applications? "Do I start with some new go-to market initiatives? "Do I start by infusing some machine learning capabilities "into existing operations? "Do I start by building a data links "that I can go and monetize, "or I can go on and use to generate "best at customer service, "or I can go and fundamentally transform my networks?" Now, every telco's going to start in in different place, but I would say is you've got to start looking at that agility, that faster innovation, that better use of resources that cloud brings to telco for the very first time in a time in, in decades. And then if you're going to do that, I would strongly recommend people to talk to the provider that's got the capabilities, the broader set of services, the deepest set of services, and the most relevant experience to do that, 'cause we've been doing that in IT, and we've been working on telcos now for five plus years. And we've got pretty much every relationship. And as you know, John, this is really important. In telco you depend on collaborations on ISBs on software vendors, and every vendor out there, every software company out there will develop certainly on AWS. So we would be delighted to engage with them and help them move forward. >> Yeah, and Andy Jassy the CEO of AWS last year at re:Invent really made that the hallmark of his keynote around get those teams together, the executives top-down be a builder, think like a builder. McKinsey just put out a report, trillion dollar opportunities that no one sees yet that's coming. So a lot of emphasis on revenue, new revenue opportunities that are coming. And certainly this has been something that telcos been looking for for a long time. So great opportunity and thank you for sharing your insight. Appreciate it. >> Thanks, John. >> Okay this is "theCube's" coverage of ABS Mobile World Congress, 2021, I'm John Furrier, your host. Thanks for watching.

(cheery music) >> Thanks, Adam. Thanks for everyone in the studio. Dave, we've got some great main stage CUBE interviews. Normally we'll sit at the desk, and do a remote, but since it's a virtual event, and a physical event, it's a hybrid event. We've got two amazing Google leaders to talk with us. I had a chance to sit down with Amol who was gone yesterday during our breaking news segment. They had the big news. We had two great guests, Amol Phadke. He's our first interview. He's the head of Google's telecom industry. Again, he came in, broke into our segment yesterday with breaking news. Obviously released with Ericsson, and the O-RAN Alliance. I had a great chance to chat with him. A wide ranging conversation for 13 minutes. Enjoy my interview with Amol, right now. (cheery music) Well welcome to the CUBE's coverage for Mobile World Congress, 2021. I'm John Furrier, your host of the CUBE. We're here in person as well as remote. It's a hybrid event. We're on the ground at Mobile World Congress, bringing all the action here. We're remote with Amol Phadke, who's the Managing Director of the Telecom Industry Solutions team at Google Cloud, a big leader, and driving a lot of the change. Amol, thank you for coming on theCUBE here in the hybrid event from Mobile World Congress. >> Thank you, John. Thank you, John. Thank you for having me, So, hybrid event, which means it's in person, we're on the floor, as well as doing remote interviews and people are virtual. This is the new normal. Kind of highlights where we are in this telecom world, because the last time, Mobile World Congress actually had a physical event was winter of 2019. A ton has changed in the industry. Look at the momentum at the Edge. Hybrid cloud is now standard. Multi-cloud is being set up as we speak. This is all now the new normal, what is your take? And so it's pretty active in your industry. Tell us your opinion. >> Yes, John I mean the last two years have been seismic to say the least, right? I mean, in terms of the change that the CSP industries had had to do. You know, John, in the last two years, the importance of a CSP infrastructure has never become so important, right? The infrastructure is paramount. I'm talking to you remotely over the CSP infrastructure right now, and everything that we are doing in the last two years, whether it's working, or studying, or entertaining ourselves, all on that CSP infrastructure. So from that perspective, they are really becoming a critical national global information fabric on which the society is actually depending on. And that we see at Google as well, in the sense that we have seen up to 60% increase in demand, John, in the last two years, for that infrastructure. And then when we look at the industry itself, unfortunately all of that huge demand is not translating into revenue, because as an industry, the revenue is still flat-lining. In fact, the forecasted revenue for globally, for all the industry over the next 12 months is three to five per cent negative on revenue, right? So one starts to think, how come there is so much demand over the last two years, post-pandemic, and that's not translating to revenue? Having said that, the other thing that's happening is this demand is driving significant CapEx and OPEX investments in the infrastructure, as much as eight to $900 billion over the next decade is going to get spent in this infrastructure, from our perspective, Which means it's really a perfect storm. John, We have massive demand, massive need to invest to meet that demand, yet not translating to revenue, and the crux of all this is customer experience, because ultimately all of that translates into not having that kind of radically disruptive or transformational customer experience, right? So that's a backdrop that we find ourselves in the industry, and that really sets the stage for us to look at these challenges in terms of how does the CSP industry as a whole, grow top line, radically transform CSPCO, at the same time, reinventing the customer experience and finding those capital efficiencies. It's almost an impossible problem to find solution. >> It's a perfect storm. The waves are kind of coming together to form one big wave. You mentioned CapEx and OPEX. That's obviously changing the investments of their post-pandemic growth, and change in user behavior and expectations. The modern applications are being built on top of the infrastructure, that's changing. All of this is being driven by Cloud Native, and that's clear. You're seeing a lot more open kind of approaches, IT and OT coming together, whatever you want to do, this is just, it's a collision, right? It's a collision of many things. And this positive innovation coming out of it. So I have to ask you, what are you seeing as a solution that are showing the most promise for these telco industry leaders, because they're digitally transforming, so they got to re-factor their platforms while enabling innovation, which is a key growth for the revenue. >> Yes. So John, from a solution standpoint, what we actually did first and foremost as Google Cloud, was look at ourselves. So just like the transformation we just talked about in the CSP industry, we are seeing Google being transformed over the last two decades or so, right. And it's important to understand that there's a lot Google data over the last two decades that we can actually not externalize all of that innovation, all of that open source, all of that multicloud, was originally built for all the Google applications that all of us use daily, whether it's YouTube, or email or maps, you know. Same infrastructure, same open source, same multicloud. And we decided to sort of use the same paradigm to build the telecom solutions that I'm going to talk about next, right. So that's important to bear in mind, that those assets were there, and we wanted to externalize those assets, right. There are really four big solutions that are resonating really well with our CSP partners, John. You know, number one to your point, is how can they monetize the Edge? All of this happens at the Edge. All of this gets converged at the Edge. We believe with 5G acting as the brilliant catalyst to really drive this Edge deployment. CSPs would be in a very strong position, partnering with Cloud players like ourselves to drive growth, not just for their top line, but also to add value to the actual end enterprises that are seeking to use that Edge. Let me give you a couple of examples. We've been working with industries like retail and manufacturing, to create end solutions in a post-pandemic world. Solutions like contact-less shopping, or visual inspection of an assembly line in a manufacturing plant, without the need for having a human there, because of the digitalization of workforce. Which meant these kinds of solutions, can actually work well at the Edge driven by 5G. But of course they can't be done in isolation. So what we do is we partner with CSPs. We bring our set of solutions, and we actually launch in December 30 partners that are already on our Google Cloud Solutions. And then we partner with the CSPs based on our infrastructure, and their infrastructure to ultimately bring this all to life at the end customer, which often tends to be an enterprise, whether it's a manufacturing, plant, or a retail chain. >> Yeah, you guys got some great examples there. I love that Edge story. I think it's huge. I think it's only going to get bigger. I got to ask you while I got you here, because again, you're in the industry, you're the managing director, so you have to oversee this whole telecom industry. But it's bigger, it's beyond Telecom, where it's now Telecom's just one other Edge network, piece of the pie of the surety computing, as we say. So I got to ask you, one of the big things that Google brings to the table is the developer mojo, and opensource, and scale obviously. Scale's unprecedented, everyone knows that. But ecosystems are super important, and Telco's kind of really aren't good at that, right? So, you know, the Telco ecosystem was, I mean, okay, I'd say, okay, but mostly driven by carriers and moving bits from point A to point B. But now you've got a developer mindset, public cloud, developer ecosystem. How is this changing the landscape of the CSPs and how is it changing this cloud service provider's ability to execute, because that's the key in this new world? What's your opinion? >> Absolutely, John. So, there are two things, there are two dimensions to look at. One is when we came to market a couple of years ago with AnToks, we recognized exactly what you said, John, which is the world is moving to multi-cloud, hybrid cloud. We needed to provide a common platform that the developer community can utilize through microservices and API. And that platform had to by definition, work not just from Google Cloud, but any cloud. It could work on any public cloud, can work on CSP's private cloud. And of course, supports on some Google Cloud, right? The reason was, once you deploy and cause, once as a seamless application development platform, you could put all kinds of developer apps on top. So I just talked about 5G Edge John, a minute ago, those apps can sit on Antoks, but at the same time, IT to your point, John, IT apps could also sit on the same AnToks paradigm, and network apps. So as networks start becoming Cloud Native, whether it's SRAN, whether it's O-Ran, whether it's 5G core, same principle. And that's why we believe when we partner with CSPs, we are saying, "Hey, you give this AnToks to an ecosystem of community, whether that community is network, whether that community is IT, whether the communities Edge apps, all of those can reside seamlessly on this sort of AnToks fabric, John. >> Yeah, and that's going to set the table for multicloud, which is basically cloud words for multi-vendor, multi app. Amol, I've got to ask you while I have you here, first of all, thank you for coming on and sharing your insights. It's really great industry perspective. And obviously Google Cloud's got huge scale, and great leadership. And again, you know, the big, cloud players are moving in and helping out, and enabling a lot of value. I got to ask you, if you don't mind sharing, if someone asked you, "Amol, tell me about the impact that public cloud is having on the Telco industry." What would you say? What's the answer to that? Because a lot of people are like, okay, public cloud, I get it. I know what it looks like, but now everyone's knows it's going hybrid. So everyone will ask you the question, "What is public cloud doing for the telecom sector?" >> Yeah, I think it's doing three things, John, and great question by the way. Number one, we are actually providing unprecedented amount of insights on data that the CSPs traditionally already had, but have never looked at it from the angle we have looked at it. Whether that insights are at the network layer, whether those insights are to personalize customer experiences on the front-end systems. Or whether those insights are to drive care solutions in contact centers, and so on, and so forth. So it's a massive uplift of customer experience that we can help with, right. So that's a very important point, because we do have a significant amount of leadership, John at Google Cloud on analytics and data and insights, right? So, and we offer those roads to these people. Number two, is really what I talked about, which is helping them build an ecosystem, because let's take retail as an example. As a minimum, there are five constituents in that ecosystem, John. There is a CSP, there is Google Cloud, there's an actual retail store. There is a hardware supplier, there's a software developer. All of them as a minimum, have to work together to build that ecosystem, which is where we give those solutions, right? So that's the second part. And then the third part is, as they move towards Cloud Native, we are really helping them change their business model to become a DevOps, a Cloud Native mindset, not just a Cloud Native network or IP. But a Cloud Native mindset that creates unparalleled agility and flexibility in how they work as a business. So those are the three things I would say, as a response to that question. >> And also the retail's a great vertical for Google to go in there, given the Amazon fear out there. People want this for certainly low hanging fruit. I think the DevOps piece is going to be a big, winning opportunity to see how the developers get driven into the landscape. I think that's a huge point. Amol, that's really great insight. A final question for you, while I got you here. If someone says, "Hey, what's happened in the industry since 2019?" Last time we had Mobile World Congress, they were talking speeds and feeds. Now the world has changed. We're coming out of the pandemic. California is opening up. There's going to be a physical event. The world's going hybrid, certainly on the event, and certainly cloud. What's different in the telecom industry, from, you know, many, many months ago, over a year and a half ago, from 2019? >> I would say primarily, it's the adoption of digital everywhere, which previously, you know, there were all these inhibitions and oh, would this work? Would my customer systems become fully digital? Would I be able to offer AR VR experiences? Ah, that's a futuristic thing, you know. And suddenly the pandemic has created this acceleration that says, "Oh, even post-pandemic, half my customers are always going to talk to me, via our digital channel only." Which means the way they experience us, has to be through these new experiences whether it's AR VR, whether it's some other thing or applications. So that has been accelerated John, and the CSPs have therefore really started to go to the application, and to the services. Which is why you are seeing less on, you know, speeds and feeds because 5G is here, 5G's been deployed. Now, how do we monetize 5G? How can we leverage that biggest number? So that's the biggest- >> There's down stack, and then there's a top of the stack for applications. And certainly there's a lot of assets in the telecom landscape, a lot of value, a lot of refactoring going on, and new opportunities that are out there. Great, great conversation. Well, thank you, Amol Phadka, Managing Director, Telecom Industry Solutions. Thanks for comin' on the CUBE, appreciate it. >> Thank you, John. Thank you having me. >> Okay, Mobile World Congress here, in person, and hybrid, and remote. I'm John Furrier, host of theCUBE. Thank you for watching. We are here in person at the Cloud City Expo Community Area. Thanks for watching. Okay, that was us. That was me, online. Now, I'm here in person, as you can see Dave. That's a lot of fun. I love doing those interviews. So we had a chance to grab Google's top people when we could. They're not here, obviously. Amazon Web Services, Microsoft, and Google, the three hyperscalers, Dave, didn't make it out here. They didn't have a booth, but we had a chance to grab them. And that was head of the industry marketing, and I mean the industry group. So he's like the managing door. He runs the business side. >> It's an important sector for Google. You know, Amazon was really first, with that push into telco. Thomas Curran last March, laid out Google strategy for Telco. It's a huge sector. They know it. They understand how the cloud can disrupt it, and play a massive role there. >> Yeah. >> And Google, of course. >> They're not going to object to the public cloud narrative that Danielle Royston- >> No. >> I think they like it open source, Android coming to telco. Who knows what it's going to look like? >> That's what we call digital- >> So the next interview I did was with Shailesh Shukla. He is the Senior Vice-president. He's the Senior Leader at Google Cloud for Networking. And if you know, Google, Dave, Google's networking is really well known in the industry for being really awesome, because they power obviously Google Search, and a variety of other things. They pioneered the concept of SRE, Site Reliability Engineer, which is now a de facto position for DevOps, which is a cloud now persona inside almost every company, and certainly a very important position. And so- >> Probably the biggest global network, right? Undersea cables, and- >> I mean, Microsoft's got a big hyper-scale, because they've had MSN, and bunch of other stuff, infrastructure globally. But Amazon, Google and Microsoft all have massive scale, and Google again, very well engineered. They're total, and they're as we know, I live in Palo Alto, so I can attest that they're very strong. So this next interview is really from a networking perspective, because as infrastructure, as code gets more prolific and more penetrated, it's going to be programmable. And that's really going to be a key new enabler. So let's hear from Shailesh, Head of Networking at Google Cloud, and my interview with him. (cheery music) Welcome to theCUBE's coverage of Mobile World Congress, 2021. We are here in person in Barcelona, as well as remote. It's a hybrid event. You're going to have the physical space, in Barcelona for the first time, since 2019, and virtual worlds connecting. I've got a great guest here from Google, Shailesh Shukla, Vice-president and General Manager of the Networking Team, Google Cloud. Shailesh, it's great to see you. Thank you for coming on theCUBE for the special presentation from Mobile World Congress. Obviously, the Edge networking core, Edge human devices, all coming together. Thanks for coming on. >> Thank you so much, John. It's great to see you again. And it's always a pleasure talking to theCUBE. And I want to say hello to everybody, from, you know, in Mobile World Congress. >> Yeah, and people don't know your background. You have a great history in networking. You've been there, many ways of innovation. You've been part of directly, big companies that were now known. Big names are all there. But now we haven't had a Mobile World Congress, since 2019. Think about that. That's, you know, many months, 20 something months gone by, since the world has changed in telco. I got to ask you, what is the disruption happening? Because think about that. Since 2019, a lot's changed in telco. Cloud-scale has happened. You've got the Edge developing. It's IT like now. What's your take? Shailesh, tell us. >> Yeah, John, as you correctly pointed out the last 18 months have been very difficult. And you know, I'll acknowledge that right up front, for a number of people around the world. I empathize with that. Now in the telecom, and kind of the broader Edge world, I would say that the last 18, 24 months have actually been transformative. O-RAN, it turns out was a very interesting sort of, you know, driver of completely new ways of both living, as well as working, right, as we all have experienced. I don't think that I've had a chance to see you live in 24 months. So, what we are seeing is the following. Number one, a number of telecom carriers around the world have started the investment process for 5G, right, and deployment process. And that actually changes the game, as you know, due to latency, due to all of the capabilities around kind of incalculable bandwidth, right. Much lower latency, as well as, much higher kind of enterprise oriented capabilities, right? So network's licensing, as an example, quality of service, you know, by a traffic type, and for a given enterprise. So that's number one. Number two, I would say that the cloud is becoming a lot more kind of mainstream in the world, broader world of telecom. What we are seeing is an incredible amount of partnerships between telecom carriers and cloud providers, right? So instead of thinking of those two as separate universes, those are starting to come together. So I believe that over a period of time, you will see the notion of kind of Cloud Native capability for both the IT side of the house, as well as the network side of the house is becoming, you know, kind of mainstream, right. And then the third thing is that increasingly it's a lot more about enabling new markets, new applications, in the enterprise world, right. So certainly it opens up a new kind of revenue stream for service providers and carriers around the world. But it also does something unique, which is brings together the cloud capabilities right, around elasticity, flexibility, intelligence, and so on, with the enterprise customer base that most of the cloud providers already have. And with the combination of 5G, brings it to the telecom world. And those, you know, I started to call it, as a kind of the triad, right? The triad of an enterprise, the telecom service provider, and the cloud provider, all working together to solve real business problems. >> Yeah, and it's totally a great call out there on the pandemic. I think the pandemic has shown us, coming out of it now, that cloud-scale matters. And you look at all the successes between work, play, and how we've all kind of adjusted, the cloud technologies were a big part of that, those solutions that got us through it. Now you've got the Edge developing with 5G. And I got to ask you this question, because when we have CUBE interviews with all the leaders of engineering teams, whether it's in the industry, or customers in the enterprise, and even in the telcos, the modern application teams have end-to-end visibility into the workload. You're starting to see more and more of that. You starting to see more open source in everything, right. So okay, I buy that. You got an SRE on the team, you got some modern developers, you're shifting left, you've got Devs set up. All good, all cloud. However, you're a networking guy. You know this. Routing packets across multiple networks is difficult. So if you're going to have end-to-end visibility, you got to have end-to-end intelligence on the networking. How is that being solved? Because this is a critical discussion here at Mobile World Congress. Okay, I buy Cloud Native, I buy observability, I buy open source, but I got to have end-to-end visibility for security, and workload management and managing all the data. What's the answer on the network side? >> Yeah, so that's a great question. And the simple way to think about this, is first and foremost, you need kind of global infrastructure, right? So that's a given, and of course, you know, Google with its kind of global infrastructure, and some of the largest networks in the world, we have that present, right. So that's important. Second is, to be able to abstract a way that underlying infrastructure, and make it available to applications, to a set of APIs. Right, so I'll give an analogy here. Just as you know, say 10 years ago, around 10 years ago, Android came into the market from Google, in the following way. What it did, was that it abstracted away the underlying devices with a simple kind of layer on top of operating system, which exposed APIs northbound. So then application developers can write new applications. And that actually unleashed, you know, a ton of kind of creativity right, around the world. And that's precisely what we believe is kind of the next step, as you said, on an end-to-end observability basis, right? If you can do an abstraction away from all of the underlying kind of core infrastructure, provide the right APIs, the right kind of information around observability, around telemetric, instead of making, you know, cloud and the infrastructure, the black box. Make it open, make it kind of visible to the applications. Bring that to the applications, and let the thousand flowers bloom, right? The creativity in each vertical area is so significant, because there are independent software vendors. There are systems integrators. There are individual developers. So one of the things that we are doing right now, is utilizing open source technologies, such as Kubernetes, right? Which is something that Google actually brought into the market. And it has become kind of the de facto standard for all of the container and modernization of applications. So by leveraging those open technologies, creating this common control plane, exposing APIs, right, for everything from application development, to observability, you certainly have the ability to solve business problems through a large number of entities in the systems integrator and the ISC and the developer community. So that's the approach that we are taking, John. >> I love the Android analogy of the abstraction layer, because at that time, the iPhone was closed. It still is. And they got their own little strategy there. Android went the other way. They went open, went open abstraction. Now abstraction layers are good. And now I want to get your thoughts on this, because anyone in operating systems knows abstractions are great for innovation. How does that apply to the real world on telco? Because I get how it could add some programmability in there. I get the control plane piece. Putting it into the operator's hands, how do you guys see, and how do you guys talk about the Edge service offering? What does it mean for the telco? Because if they get this right, this is going to be in telco cloud developer play. It's going to be a telco cloud ecosystem play. It's an opportunity for a new kind of telco system. How do you see that rolling out in real world? >> Great question, John. So the way I look at it, actually even we should take a step back, right? So the confluence of 5G, the kind of cloud capabilities and the Edge is, you know, very clear to me that it's going to unleash a significant amount of innovation. We are in early stages, no question, but it's going to drive innovation. So one almost has to start by saying what exactly is Edge, right? So the way I look at it, is that the Edge can be a continuum all the way from kind of an IOT device in automobiles, right? Or an enterprise Edge, like a factory location, or a retail store, or kind of a bank branch. To the telecom Edge, which is where the service providers have, not only their points of presence, and central offices, but increasingly a very large amount of intelligent RAN sites as well, right. And then the, kind of public cloud Edge, right. Where, for example, Google has, you know, 25 plus kind of regions around the world. 144, you know, PoPS, lots of CDN locations. We have, you know, few thousand nodes deployed deep inside service provider networks for caching of content, and so on. So if you think about these as different places in the network that you can deploy, compute, storage and intelligence act, right. And do that in a smart way, right? For example, if you were to run the learning algorithms in the cloud with its flexibility and elasticity, and run the inferencing at the Edge, very Edge, at the point of sort of a sale, or a point, a very consumer standing. Now you suddenly have the ability to create a variety of Edge applications. So going back to the new question, what have we seen, right? So what we are seeing, is depending on the vertical, there are different types of Edge applications, okay. So let's take a few examples. And I'll give you some, a favorite example of mine, which is in the sports arena, right? So in baseball, when you are in a stadium, and soon there are people sort of starting to be in stadiums, right? And a pitcher is throwing the pitch, right, the trajectory of the ball, the speed of the pitch, where the batter is, you know, what the strike zone is, and all of these things, if they can be in a stadium in real time, analyzed, and presented to the consumer as additional intelligence, and additional insight, suddenly it actually creates kind of a immersive experience. Even though you may be in the stadium, looking at the real thing, you are also seeing an immersive experience. And of course at home, you get a completely different experience, right? So the idea is that in sports, in media and entertainment, the power of Edge compute, and the power of AI ML, right, can be utilized to create completely new immersive experiences. Similarly, in a factory or an automotive environment, you have the ability to use AI ML, and the power of the Edge and 5G coming together, to find where the defects are, in a manufacturing environment, right? So every vertical, what we're finding is, there are very specific applications, which you can call as kind of killer apps, right in the Edge world, that over time will become prevalent and mainstream. And they will drive the innovation. They will drive deployment, and they also will drive ultimately, kind of the economics of all of this. >> You're laying out, essentially the role of the public cloud in the telco market. I'd love to get your thoughts, because a lot of people are saying, "Oh, the cloud, it's all Edge now. It's going back to on-premises." This is not the case. I mean, I've been really vocal on this. The public cloud and cloud operations is now the new normal. So developers are there. So I want you to explain real quick, the role of the public cloud in the telecom market and the Telecom Edge, because now they're working together. You've got abstraction, you mentioned that Android-like environment coming, there's going to be an Android-like effect, that abstraction. You got O-RAN out there, creating these connection points, for interoperability, for radio signals, and the End Transceivers or the Edge of the radios. All of this is happening. How is Google powering this? What is the role of public cloud in this? >> Yeah, so let me first talk about genetically the role of public cloud. Then I'll talk about Google, okay, in particular. So, if at the end of the day, the goal here is to create applications in a very simple and efficient manner, right? So what do you like, if you look for that as the goal, then the public cloud brings, you know, three fundamental things. Number one, is what I would call as elasticity and flexibility, right? So why is this important? Because as we discussed earlier, Edge is not one place, it's a variety of kind of different locations. If there is a mechanism to create this common control plane, and have the ability to kind of have elastic compute, elastic networking, elastic storage, and have this deployed in a flexible manner. Literally if you think, think about it like an effortless Edge is what we are starting to call it. You can move workload and capability, and run it precisely where it makes sense, right? Like I said, earlier, training and learning algorithms in the deep cloud. Inferencing, at the very edge, right? So if you can make that decision, then it becomes very powerful. So that's the first point, you know, elasticity and flexibility that cloud can bring. Second is, intelligence. The whole notion of leveraging the power of data, and the power of AI and ML is extremely crucial for creation of new services. So that's something that the public cloud brings. And the third is this notion of, write once, deploy anywhere, right? This notion of kind of a full stack capability that when open, kind of developer ecosystem can be brought in, right? Like we talked about Kubernetes earlier. So if there's a way in which you can bring in those developer and ISV ecosystem, which is already present in the world of public cloud, that's something that is the third thing that public cloud brings. And Google strategy very simply, is to play on all of these, right? Because we, you know, Google has incredibly rich deployment experience around the world for some of the largest services on the planet, right? With some of the biggest infrastructure in the networking world. Second, is we have a very open and flexible approach, right? So open as you know, we not only leverage kind of the Kubernetes environment, but also there are many other areas, Key Native, and so on where Google has brought a lot of open kind of capabilities to the broader market. And the third, is the enablement of the ecosystem. So last year we actually announced 200 applications, you know, from 30 ISVs in multiple verticals that we're now going to be deployed on Google Cloud, in order to solve specific business pain points, right. And building out that ecosystem, working with telecom service providers, with systems integrators, with equipment players, is the way that we believe Google Cloud can make a difference in this world of developing Edge applications. We are seeing great traction, John, you know, whether it is in the carrier world. Carrier such as Orange, Telecom Italia, TELUS, SK Telecom, Vodafone. These have all publicly announced their work with Google Cloud, leveraging the power of data, analytics, AI ML, and our very flexible infrastructure. And then a variety of kind of partners and OEM players, in the industry. As an example, Nokia, right, Amdocs, and Netcracker, and many others. So we are really excited in the traction that we are getting. And we believe that public cloud is going to be a key part of the evolution of the telecom industry. >> Shailesh, it's great to have you on. Shailesh Shukla, VP and GM of Networking at Google Cloud. And I would just add to that final point there, that open and this Android-like open environment is going to create a thousand flowers to bloom. Those are new applications, new modern applications, new companies, a new ecosystem in the Telco Cloud. So congratulations. Thanks for coming on and sharing your insights. Google Cloud, you guys are about the data, and being open. Thanks for comin' on. >> Thank you, John. Good to talk to you. >> Okay, so keeps coverage of Mobile World Congress. Google Cloud, featured interview here on theCUBE. Really a big part of the public cloud is going to be a big driver. Call it public cloud, hybrid cloud, whatever you want to call it. It's the cloud, cloud and Edge with 5G, making a big difference and changing the landscape, and trying innovation for the telco space. I'm John Furrier, your CUBE host. Thanks for watching. Okay, Dave, that's the Google support. They are obviously singing the same song as Danielle Royston, every vertical. >> Two great interviews, John. Really nice job. We can see the tech. The strategy is becoming more clear. You know, one of the big four. >> Yeah, I just love, these guys are so smart. Every vertical is going to be impacted by elastic infrastructure, AI, machine learning, and this new code deployment, write once, deploy anywhere. That's theCUBE. We love being here it's a cloud show now. Mobile World Congress, back to the studio for more awesome Cloud City content.

>>from around the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel and AWS. Yeah, welcome back to the cubes. Live coverage here for eight of us. Reinvent 2020. Virtual normally were on the show floor getting all of the interviews and talking about the top newsmakers and we have one of them here on the Cube were remote. I'm John for your host of the Cube. George Ellis Eros, GM and director of product manager for AWS. Talking about Wavelength George. Welcome to the remote Cube Cube. Virtual. Thanks for coming on. >>Good to be here. Thanks for having a John >>Eso Andy's Kino. One of the highlights last year, I pointed out that the five g thing is gonna be huge with the L A Wavelength Metro thing going on this year. Same thing. Mawr Proofpoint S'more expansion. Take us through what was announced this year. What's the big update on wavelength? >>Yes, so John Wavelength essentially brings a W services at the edge of the five G network, allowing our AWS customers and developers to reach their own end users and devices. Five devices with very low latency enabling a number off emerging applications ranging from industrial automation and I O. T. All the way to weigh AR VR smart cities, connected vehicles and much more this year we announced earlier in the year the general availability of wavelength in two locations one in the Bay Area and one in the Boston area. And since then we've seen we've been growing with Verizon or five D partner in the U. S. And and increasing that coverage in multiple off the larger U. S cities, including Miami and D. C in New York. And we launched Las Vegas yesterday at Andy's keynote with Verizon. We also announced that we are going toe to have a global footprint with K d D I in Japan launching a wavelength in Tokyo with SK detail SK Telecom in in South Korea or launching indigestion and with Vodafone in London >>so significant its expansion. Um, we used to call these points of presence back in the old days. I don't know what you call them now. I guess they're just zones like you calling them zones, but this really is gonna be a critical edge network, part of the edge, whether it's stadiums, metro area things and the density and the group is awesome. And everyone loves at about five gs. More of a business at less consumer. When you think about it, what has been some of the response as you guys had deployed mawr, What's the feedback? Um, can you take us through what the response has been? What's it been like? What have been some of the observations? >>Yeah, customers air really excited with the promise of five G and really excited to get their hands on these new capabilities that we're offering. Um, And they're telling us, you know, some consistent feedback that we're getting is that they're telling us that they love that they can use the same A W s, a P I S and tools and services that they used today in the region to get their hands on this new capabilities. So that's being pretty pretty consistent. Feedback these off use and the you know, Sometimes customers tell us that within a day they are able to deploy their applications in web. So that's a that's pretty consistent there. We've seen customers across a number of areas arranging, you know, from from manufacturing to healthcare to a ar and VR and broadcasting and live streaming all the way to smart cities and and connected vehicles. So a number of customers in these areas are using wavelength. Some of my favorite you know, examples are in in actually connected vehicles where you really can see that future materialized. You get, you know, customers like LG that are building the completely secularized vehicle, tow everything platform, and customers like safari that allow multiple devices to do, you know, talkto the Waveland, the closest Waveland Zone process. All of those device data streams at the edge. And then, um, it back. You know messages to the drivers, like for emergency situations, or even construct full dynamic maps for consumption off the off the vehicle themselves. >>I mean, it's absolutely awesome. And, you know, one of things that someone Dave Brown yesterday around the C two and the trend with smaller compute. You have the compute relationship at the edge to moving back and forth so I can see those dots connecting and looking forward to see how that plays out. Sure, and it will enable more capabilities. I do want to get your your thoughts, or you could just for the audience and our perspective just define the difference between wavelength and local zones because we know what regions are. Amazon regions are well understood all around the world. But now you have this new concept called locals owns part of wavelength, not part of wavelengths. Are they different technology? Can you just explain? Take him in to exclaim wavelength versus local zones how they work together? >>Yeah, So let me take a step back at AWS. Basically, what we're trying to do is we're trying to enable our customers to reach their end users with low latency and great performance, wherever those end users are and whatever network they're they're using to get connected, whether that's the five g mobile network with the Internet or in I o t Network. So we have a number of products that help our customers do that. And we expect, like, in months off other areas of the AWS platform, that customers are gonna pick and twos and mix and match and combine some of these products toe master use case. So when you're talking about wavelength and local zones, wavelength is about five g. There is obviously a lot off excitement as you said yourself about five g about the promise off those higher throughput. They're Lowell agencies. You know, the large number of devices supported and with wavelengths were enabling our customers toe to make the most of that. You know, of the five G technology and toe work on these emerging new use cases and applications that we talked about When it comes to local zones, we're talking more about extending AWS out two more locations. So if you think about you mentioned AWS regions, we have 24 regions in another five coming. Those are worldwide and enabled most of our customers to run their workloads. You know all of their workloads with low latency and adequate performance across the world. But we are hearing from customers that they want AWS in more locations. So local zones basically bring a W S extend those regions to more locations by bringing a W s closer to population I t and industrial centers. You know, l A is a great example of that. We launched the lay last year toe to local zones in L. A and toe toe a mainly at the media and entertainment customers that are, you know, in the L. A Metro, and we've seen customers like Netflix, for example, moving their artist workstations to the local zones. If they were to move that somewhere, you know, to the cloud somewhere further out the Laden's, he might have been too much for their ass artists work clothes and having some local AWS in the L. A. Metro allows them to finally move those workstation to the cloud while preserving that user experience. You know, interacting with the workstations that's happened. The cloud. >>So just like in conceptualizing is local zone, like a base station is in the metro point of physical location. Is it outpost on steroids? Been trying to get the feel for what it is >>you can think off regions consisting off availability zones. So these are, you know, data center clusters that deliver AWS services. So a local zone is much like an availability zone. But instead of being co located with the rest of the region, is in another locations that, for example, in L. A. Rather than being, you know, in in Virginia, let's say, um, they are internally. We use the same technology that we use for outpost, I suppose, is another great example of how AWS is getting closer to customers for on premises. Deployments were using much of the same technology that you you probably know as Nitro System and a number of other kind of technology that we've been working on for years, actually, toe make all this possible. >>You know, anyone who's been to a football game or any kind of stadium knows you got a great WiFi signal, but you get terrible bandwidth that is essentially kind of the back hall component for the telecom geeks out there. This is kind of what we're talking about here, right? We're talking about more of an expansionary at that edge on throughput, not just signal. So there's, you know, there's there's a wireless signal, and it's like really conductivity riel functionality for applications. >>Yeah, and many. Many of those use case that we're talking about are about, you know, immersive experiences for for end users. So with five t, you get that increasing throughput, you can get up to 10 GPS. You know, it is much higher with what you get 40. You also get lower latents is, but in order to really get make the most out of five G. You need to have the cloud services closer to the end user. So that's what Wavelength is doing is bringing all of those cloud services closer to the end user and combined with five G delivers on these on these applications. You know, um, a couple of customers are actually doing very, very, very exciting things on immersive application, our own immersive experiences. Um, why be VR is a customer that's working on wavelength today to deliver a full 3 60 video off sports events, and it's like you're there. They basically take all of those video streams. They process them in the waving zone and then put them back down to your to your VR headset. But don't you have seen those? We are headsets there, these bulky, awkward, big things because we can do a lot of the processing now at the edge rather than on the heads of itself. We are envisioning that these headsets will Will will string down to something that's indistinguishable potential from, you know, your glasses, making that user experience much better. >>Yeah, from anything from first responders toe large gatherings of people having immersive experiences, it's only gonna get better. Jorge. Thanks for coming on. The Cuban explaining wavelength graduates on the news and expansion. A lot more cities. Um, what's your take for reinvent while I got you? What's the big take away for you this year? Obviously. Virtual, but what's the big moment for you? >>Well, I think that the big moment for me is that we're continuing to, you know, to deliver for our customers. Obviously, a very difficult year for everyone and being able to, you know, with our help off our customers and our partners deliver on the reinvent promised this year as well. It is really impressed for >>me. All right. Great to have you on. Congratulations on local news. Great to see Andy pumping up wavelength. Ah, lot more work. We'll check in with you throughout the year. A lot to talk about. A lot of societal issues and certainly a lot of a lot of controversy as well as tech for good, great stuff. Thanks for coming. I appreciate it. >>Thanks for having me. Thanks. >>Okay, That's the cube. Virtual. I'm John for your host. Thanks for watching. We'll be back with more coverage from reinvent 2023 weeks of coverage. Walter Wall here in the Cube. Thanks for watching. Yeah,

>>from around the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel and AWS. Yeah. Welcome to the cubes. Virtual coverage of 80 was reinvent 2020. I'm John for your host. We are the Cube virtual not there in person, but we're doing remote, as is a W s. Although there there on stage live. And we're here with Dave Brown, Vice President of the Sea, to compute. Great to see you again. Great keynote last night, kicking off everything for the opening night. Great stuff. >>Yeah, well, John, it's always good to be on the Cuban. Thanks for having me back. >>You know, you're in the hot seat these days in the sense of there's so much going on. I mean, Andy, that could do a three week announcement. Keynote. It was like in three hours of nonstop you take a break to go The bathroom. You missed two announcements, right? So, so much going on. You opened up reinvent 2020 with your announcement ec2 of mac instances. And there was a ton of compute. And the theme was really you know, reinventing and reimagining compute both. I want to get into that. But let's start with the hard news. Tell me about the Mac instances. Um, you had a great use case there, That kind of illustrated in your talk. But where is this coming from? It's obviously Mac developers are big, but is this market something that you guys saw from customers or was a necessity? Take us through the thinking around the Mac instance. Easy to for Mac instances, um are going for >>absolutely absolutely So I mean me personally Matthews, a longtime Matthews that we've often thought about. Could we ever bring Mac OS to AWS? Right This thing we've spoken about on and off for many, many years and, you know, it was about a year and a half about two years ago. You know, we're always hearing new use cases from customers, and that's kind of what we're doing. So we're saying what a customer is trying to do that we don't support today, and how would we support them in that? And we started a year from customers that they have been able to successfully migrate all of the AWS workloads to AWS. So most of the server workloads to AWS and then they've got this Mac bold workload that they just weren't able to bring to us. We just didn't support Max into. It was a great example who I had on stage with me last night where you know, they over the last couple of years have been moving Ah, lot of their workloads to AWS. And and then they had these Mac money sitting around that they had to manage themselves. And so we said, could we actually do this? And so that was the one thing the customer ask. And the other thing that we realized was with the nitro system in the work that we've been doing there over the last, you know, six years, seven years since 2012, Really? And just where we are from the From nitro system point of view, we were able to wrap a Mac money without making any changes to it with nitro cards plugging a FireWire to the thunderbolt port and and and actually control that device. And so it means that you get the best of Apple hardware, which is what Apple's all about is the hard way that they make and the way that their software works with it. together with the nitric system and the cards around that inte integrating with the rest of AWS. So we're giving you, you know, high speed secure networking. We're giving you great access to elastic block store Was just integrates natively into the magma Nias? Well, a So we realized that the technology was there, the customer asked, was there and then obviously went to Apple and worked with them very closely to make it happen. And so that's kind of how it all came together. And I was incredibly excited to announce it last night. And the feedback today has just been amazing. A lot of excitement. >>Yeah, take me through the use case because, you know, obviously there's two trends going on. There's custom chips and server list kind of thing happening where you guys, I mean, really doing a good job of the eye as layer, innovating there and then platform as a service. All that software on top. I totally get that. You could see that happening. Chips custom ships to Intel, A, M, D. And others. Now you got Mac hardware. Where's the innovation use case because one would start would say, Hey, why don't you care about whether it's Mac hardware or not. Because I'm server lists. I should be programming the infrastructure actually be getting compute generically. Where does the Mac tying come in? Because that's the first question I was thinking of was, I'm a Mac user. I love Mac, but I'm also got some windows actually going on now. And ultimately, do I really care if it's compute? What's your reaction to that? Yeah, >>absolutely. I mean, if you look at Apple's ecosystem today, right, they have millions of applications in the APP store. They have 28 million developers worldwide, actually building those applications just incredible. And many of those applications, all these millions in the In the APP store itself, there's many more applications that are both by enterprises and companies, right? We have an application that we use internally at Amazon is available on my phone. That's not in the APP store, and you know, many companies are doing that and to build applications for the ecosystem, they have to be built on Mac hardware. And that's just how Apple works, right? So if you wanna build for iPad or iPhone or even Apple TV and Apple watch, you have to build those applications on a Mac. And so what we see companies doing is, you know, the old develop a meme off. Well, it works on my computer, right when you build something, you don't wanna be bullied on your local laptop for production. So they typically have a fleet of machines that they either under somebody's desk or in a data center somewhere that they use for for building these Mac applications. And so it's not possible to build a Mac application on anything other than a Mac itself. And we when we looked at it, we really didn't feel that virtualization made sense, right? Apple? I mean, they have some some virtualization that they're able to do within Mac OS itself. But if you think about how do we solve the customer use case, it's really bringing apple hardware too easy to to solve the problem and giving customers that exactly same exact same experience that they have on prep. And if you look into it like that, models just worked right. We gave them better access. Uh, you know, they've been using that data which you normally say, Hey, don't don't run production workloads on a beta. But you know, I found out if I interview with the BPS at Intuit critique that they've actually moved 80% of their production pulled wear clothes too easy to already to run on the Mac instances. And so that, and that's in the space of two months. And so, just as seamless ability to move because it's the same hardware is kind of what we were going >>after. Great, thanks for sharing that and say, one thing I wanna point out is Mac does have their own chips as well. They're going custom chips. Amazon's going custom chips. And I think I think you nailed what I was trying to understand, which is this developer community for Mac. And there's some things that are purpose built for Mac devices. So on Mac ecosystem, get the marketplace as well as you know, that that was the hardware PCs and devices, and they're only doing more and more. So this brings me to the i o t. Um, piece of it, because Apple does make devices that people wear and I watch is, um, iPhones. I mean, they're not computers anymore. They're everything. So this kind of brings up the edge conversation. So whether it's an iPhone or a five G in a Metro or I'm a stadium watching a football game and there's some sensor camera vision industrial thing there, this is the new normal. This is where you guys are kind of eating, eating up the software side that that business, because there's new capabilities here. Can you explain how compute he's, particularly C two gets to the edges because no one wants to move data around. They wanna move, compute, not data, because data is expensive and it's and it's fat. So we we talked about that we keep on years ago, but you gotta move. Compute. So how does that work Take us through your vision? >>Absolutely. And this is This is a massively growing area for us. I mean, you mentioned Apple's new M one silicon Apple silicon that they just launched a swell, and we're super excited about Apple's been doing there. We've been doing the same thing with our grab. It's on two processor and really saving customers. An incredible amount on price performance. Tried customers moving and getting 40% improvement and price performance just by moving to grab it on too. It's just incredible. Um, in terms of the edge, you know, we started this journey. We started this journey quite some time ago and bringing, you know, Lambda functions to cloudwatch and things like that. How do we bring compute to the edge? We took a look at five G, which I think it's gonna feel a lot of this right if if we look at our cell phones today was actually just talking to the Apple team yesterday with the iPhone, only came out, you know, 13 years ago. It's kind of amazing to think just how much progress we've had and what four g did for the device that's in our pocket in terms of, you know, just how much we rely on that today and what we get. Well, five g is just a step function in both in terms of latency, but also in terms of throughput. And so, you know, one of the projects we announced last year with Verizon and we now Andy announced this morning we're also gonna be rolling out with Katy D I and SK Telecom and Vodafone next year. Um is a project always like that brings aws compute to the edge of the telco network. And so with Verizon, we now have eight locations around the U. S. Where we have AWS compute capacity. And what I mean by that is literally C five instances uh, G four GPU instances for customers that want to do influence and graphics processing on the edge. And that's embedded into the five G network on DSO customers. You know, we've got a number of customers that are doing a lot of interesting things with five G in the sports area, where they have five G cameras that are, you know, submitted directly to wavelength. We no longer need to drive a truck to a stadium to record a game. You just have five G cameras, um, to, you know, automated factories where they doing robotics in factories and yet really low latency. And they don't want the computer, the factory they wanted in five G and so just exciting area for us. That's growing really, really quickly. Thea Other thing we did is obviously with local zones. We launched our first local zones in L a X last year, Los Angeles on that's being used by the movie industry, so you know right now is a lot of exciting up and running off the covert and shut down for a period of time and filming the next release of all of our favorite episodes and across all of these various streaming platforms. And a lot of that work is actually the post production is being done on on AWS on G four instances within the Los Angeles region. So, you know, very low agency for colorization animation, special effects, all that sort of things happening there. What we heard from a lot of customers was they loved outposts as well, which is our offering to put a server into a data center. And you heard from riot games in Andy's Keynote, where they actually bought a number of outposts and put them all over the U. S. And also other places of the world to really lower the Leighton see for their latest game. And so what Andy also just announced is the availability off three additional local zones. So Atlanta, Miami and Houston Sorry, Boston Miami in Houston available today, and then additional 12 available local zones next year, and what that does is that sort of spreads AWS capacity compute capacity at the edge in all of our major metropolitan hubs all of their capacities on the AWS backbone as well, but brings customers that low latency connectivity that they're looking for. Gaming developers were, you know, every every millisecond counts in terms of gameplay on so super excited to be going after that use case, which I think, you know, it's difficult to tell what the next 10 years is gonna be like. But I think Layton's he's gonna have a big part to play in the types of applications we see on our phones going forward. >>Great stuff, final question for you as we wrap up, obviously with virtualization with virtualization. But you know, the cove it is. And he pointed out, People are gonna change, is gonna be winners and losers. He kind of clearly pointed out, But the people who do lean into the cloud who have been on the cloud or taking advantage of the tail winds of cove in because of the capabilities there are two bills air higher, and you should be happy for that. But they're also gonna have more demand for you to say, Hey, I need more services. So How do you speak to those people who are leaning in who are leveraging, more, compute? What should they be looking at? What kinds of services should be connecting into compute? How should they be thinking about the future of compute so that they can take advantage of those capabilities? The lower costs, higher performance? What things are complementary for these customers as they come in, not toe dip in the water kind of things against really driving. And what do they need? >>Yeah, absolutely. And this has been a big focus on us. You know, things has bean, as I cover in my keynote, which leadership session that I'm doing tomorrow Wednesday. You know, a lot of this year has been helping customers through covert and what covert is meant for their business. Whether that is cost savings for many of them or whether it's just demand, you know that they've never experienced are expected before. I mean, we've been incredibly hard at work in servicing those customers, right? I actually catch up with Scott Sikora. In my keynote. He leads our capacity team. We talked through what it meant and how we actually provided the capacity that our customers needed during Colbert Times. But for a customer moving to us, the first thing is obviously we wanna find ways to make them very successful in the cloud, but more importantly, lower price performance for them. So what we wanted to do is give them the best possible performance that's available at the lowest possible cost. And if you look at a number of the announcements that Andy made today, you know whether it's our latest graviton processor where you can, you know, when you move to arm. I think customers often overestimate how much work it will be to move to arm. And when I talked to them after they have moved, that's ahead. Wasn't actually that much work. We actually got it up and running relatively quickly. So what's simpler than people expect? But that's an opportunity to save 40% on price performance. You know these new newer workloads like our graphics. We just launched a new G four a D, which is an AMG based GPU solution, the first time we have had an AMG GPU on the EEC too. And that's also looking to say, if you know upwards of 40% price performance of other GPU offering so just incredibly exciting for graphics, work, clothes and then in the machine learning space. Like I think, if you know, machine learning is just become the new normal, like everybody is doing it. And you know, just three years ago, everybody was thinking about whether they should do it. How would how they would use it Now that it's a lot of companies are doing it. It's really How do you How do I use it more? And that comes down to again saving costs. And so what we know with without Inferential Chip and then the new Habbaniya chip we just announced it with with the work with Intel that we're doing and then a new trainee, um, ship for training, training. We're really working to lower the cost of machine learning. And so, like we've seen many customers like Alexa was a great use case the other day. Being able to lower the cost of inference for Alexa by 35% again just helps customers, you know, move to the cloud. But I mean, just generally, you know, we're trying to support customers everywhere where there were, you know, if there are many customers are in their own data centers looking to move to AWS. You know, we have great models that can support them with our existing compute. A new savings plan offering we announced last year just great for saving costs on getting the price down So a lot. You can look at it. You know, I could go on forever. Really. It >>Certainly it's certainly is MAWR. We'll we'll do a deeper dive follow up after reinvent, but it is a wake up call. As I wrote in my post, um, for a cloud on Finally, I've been saying this for years. Horizontal scalability is a disruption on the infrastructure side, but you've got vertical specialization with data to create great modern apse of machine learning. And I actually playing out in full display here is Andy said, um, net right now. So all this benefits and all these opportunities to disrupt horizontally and then leverage the data all tied together, all coming together. You're clear. Leading the team. Great Brown, vice president of E C. Two in charge of the team that's driving the future. Compute. Thanks for coming on The Cube Cube Live coverage. Thanks. >>Thanks for having me. >>Okay. I'm John for the Q back for more live coverage after this short break

>> Narrator: Live from Vancouver, Canada it's theCUBE covering OpenStack Summit North America 2018. Brought to you by Red Hat, the OpenStack Foundation, and its ecosystem partners. >> Welcome back to theCUBE, I'm Stu Miniman, with my cohost John Troyer, and happy to welcome to the program, fresh off the container keynote, Chris Hodge, who's the senior strategic program manager with the OpenStack Foundation. Thanks so much for joining us. >> Oh yeah, thanks so much for having me. >> Alright, so short trip for you, then John's coming from the Bay Area, I'm coming from the east coast. You're coming up from Portland, which is where it was one of the attendees at the Portland OpenStack Summit, they said, "OpenStack has arrived, theCUBE's there." So, shout out to John Furrier and the team who were there early. I've been to all the North America ones since. You've been coming here for quite a while and it's now your job. >> I've been to every OpenStack Summit since then. And to the San Francisco Summit prior to that, so it was, yeah, I've been a regular. >> Okay so for those people that might not know, what's a Foundation member do these days? Other than, you know, you're working on some of the tech, you're giving keynotes, you know, what's a day in the life? >> Yeah, I mean, I mean for me, I feel like I'm really lucky because the OpenStack Foundation, you know, has you know, kind of given me a lot of freedom to go interact with other communities and that's been one of my primary tasks, to go out and work with adjacent communities and really work with them to build integrations between OpenStack and right now, particularly, Kubernetes and the other applications that are being hosted by the CNCF. >> Yeah, so I remember, and I've mentioned it a few times this week, three years ago we were sitting in the other side of the convention center, with theCUBE and it was Docker, Docker, Docker. The container sessions were overflowing and then a year later it was, you know, oh my gosh, Kubernetes. >> Chris: Yeah. (chuckles) >> This wave of, does one overtake the other, how do they fit together, and you know, in the keynotes yesterday and I'm sure your keynote today, talked a lot a bit about you know, the various ways that things fit together, because with open source communities in general and tech overall, it's never binary, it's always, it depends, and there's five different ways you could put things together depending on your needs. So, what are you seeing? >> I mean it's almost, yeah, I mean saying that it's one or the other and that one has to win and the other has to lose is actually kind of, it's kind of silly, because when we talk about Kubernetes and we talk about Docker, we're generally talking about applications. And, you know, and, with Kubernetes, when you're very focused on the applications you want to have existing infrastructure in place. I mean, this is what it's all about. People talk about, "I'm going to run my Kubernetes application "on the cloud, and the cloud has infrastructure." Well, OpenStack is infrastructure. And in fact, it is open source, it's an open source cloud. And so, so for me it feels like it's a very natural match, because you have your open application delivery system and then it integrates incredibly well with an open source cloud and so whether you're looking for a public cloud running on OpenStack or you're hosting a private cloud, you know, to me it's a very natural pairing to say that you have an OpenStack cloud, you have a bunch of integrations into Kubernetes and that the two work together. >> I think this year that that became a lot clearer, both in the keynotes and some of the sessions. The general conversation we've had with folks about the role of Kubernetes or an orchestration or the cloud layer, the application layer, the application deployment layer say, and the infrastructure somebody's got to manage the compute the network storage down here. At least, in this architectural diagram with my hands but, you can also, a couple of demos here showed deploying Kubernetes on bare metal alongside OpenStack, with that as the provider. Can you talk a little bit about that architectural pattern? It makes sense, I think, but then, you know, it's a apparent contradiction, wait a minute so now the Kubernetes is on the bare metal? So talk about that a little bit. >> So, I think, I think one of the ways you can think about resolving the contradiction is OpenStack is a bunch of applications. When you go and you install OpenStack we have all of these microsurfaces that are, some are user facing and some are controlling the architecture underneath. But they're applications and Kubernetes is well-suited for application delivery. So, say that you're starting with bare metal. You're starting with a bare metal cloud. Maybe managed by OpenStack, so you have OpenStack there at the bottom with Ironic, and you're managing your bare metal. You could easily install Kubernetes on that and that would be at your infrastructure layer, so this isn't Kubernetes that you're giving to your users, it's not Kubernetes that you're, you know, making world facing, this is internally for your organization for managing your infrastructure. But, you want OpenStack to provide that cloud infrastructure to all of your users. And since OpenStack is a big application with a lot of moving parts, Kubernetes actually becomes a very powerful tool, or any other container orchestration scheme becomes a very powerful tool for saying that you drop OpenStack on top of that and then all of a sudden you have a public cloud that's available for, you know, for the users within your organization, or you could be running a public cloud and providing those services for other people. And then suddenly that becomes a great platform for hosting Kubernetes applications on, and so the layers kind of interleave with one another. But even if you're not interested in that. Let's say you're running Kubernetes as bare metal and you're just, you want to have Kubernetes here providing some things. There's still things that OpenStack provides that you may already have existing in your infrastructure. >> Kubernetes kind of wants, it wants to access some storage. >> It wants to consume storage for example, and so we have OpenStack Cinder, which right now it supports you know, somewhere between, you know over 70 storage drivers, like these drivers exist and the nice thing about it is... You have one API to access this and we have two drivers within that, two Cinder drivers, you can either choose the, the flex volume storage or the container storage interface, the CSI storage interface. And Cinder just provides that for you. And that means if you have mixed storage within your data center, you put it all behind a Cinder API and you have one interface to your Kubernetes. >> So Chris, I believe that's one of the pieces of I believe it's called the Cloud Provider OpenStack. You talked about in the keynote. Maybe walk us through with that. >> Cloud Provider OpenStack is a project that is hosted within the, within the Kubernetes community. And it's... The owner of that code is the SIG OpenStack community inside of Kubernetes. I'm one of the three leads, one of the three SIG leads of that group and, that code does a number of things. The first is there's a cloud manager interface that is a consistent interface for Kubernetes to access infrastructure information in clouds. So information about a node, when a node joins a system, Kubernetes will know about it. Ways to attach storage, ways to provision load balancers. The cloud manager interface allows Kubernetes to do this on any cloud, whether it be Azure or GCE or Amazon. Also OpenStack. Cloud Provider OpenStack is the specific code that allows us to do that, and in fact we were, OpenStack was one of the first providers that existed in upstream Kubernetes you know, so it's kind of, we've been there since the very beginning, like this has been a, you know, an effort that's happened from the beginning. >> Somewhat non-ironically, right? A lot of that you've talked about, the OpenStack Foundation and this OpenStack Summit, a lot of the things talked about here are not OpenStack per se, the components, they are containers, there's the OpenDev Conference here, colocated. Is there confusion, there doesn't, I'm getting it straight in my head, Is there, was there, did you sense any confusion of folks here or is that, if you're in it you understand what's going on and why all these different threads are flowing together in kind of an open infrastructure conversation. It seems like the community gets it and understand it and is broadened because of it. >> Yeah, I mean, to me I've seen a tremendous shift over the last year in the general understanding of the community of the role all of these different applications play. And I think it's really, it's actually a testament to the success of all of these projects, in particular, we're building open APIs, we're building predictable behavior, and once you have that, and you have many people, many different organizations that are able to provide that, they're all able to communicate with one another and leverage the strengths of the other projects. >> All of a sudden, a standard interface, low and behold, right? A thousand flowers bloom on top. >> You know, it essentially allows you to build new things on top of that, new more interesting things. >> Alright, Chris, any interesting customer stories out of the keynote that we should share with the audience? >> I mean, there are so many fantastic stories that you can talk about, I mean, of course we saw the CERN keynote, where they're running managed Kubernetes on top of OpenStack. They have over 250 Kubernetes clusters doing research that are managed by OpenStack Magnum. I mean that's just, to me that's just tremendous. That this is being used in production, it's being used in science, and it's not just across one cloud, it's across many clouds and, You know, we also have AT&T, which has been working very hard on combining OpenStack and Kubernetes to manage their next generation of, of teleco infrastructure. And so, they've been big drivers along with SK Telecom on using Kubernetes as an infrastructure layer and then putting OpenStack on top of that, and then delivering applications with that. And so those are, you know we, the OpenStack Foundation just published on Monday a new white paper about OpenStack, how OpenStack works with containers and these are just a couple of the case studies that we actually have listed in that white paper. >> Chris, you're at the interface between OpenStack, which has become more mature and more stable, and containers, which, although it is maturing is still a little bit, is moving fast, right? Containers and Kubernetes both, a lot of development. Every summit, a lot of new projects, lot of new ways of installing, lot of new components, lot of new snaps. All sorts of things. What are you looking forward to now over the next year in terms of container maturity and how that's going to help us? >> So... People are talking so much now about security with containers and this is another really exciting thing that's coming out of our work because, you know, during one of the container keynotes, one of the things that was kind of driven home was containers don't contain. But, we're actually, at the OpenStack Foundation, we're kind of taking that on, and we, and my colleague Anne Bertucio has been leading a project, you know, has been community manager for a product called Kata Containers, which is, you know, you could almost call it containers that do contain. So I think that this is going to be really exciting in the next year as we talk more and more about we're building more generic interfaces and allowing all sorts of new approaches to solving complex problems, be it in security, be it in performance, be it in logging and monitoring. And so, I think, so the tools that are coming out of this and you know, creating these abstractions and how people are creatively innovating on top of those is pretty exciting. >> The last thing I'm hoping you can help connect the dots for us on is, when we talk Kubernetes, we're talking about multi-cloud. One of the big problems about Kubernetes, you know, came out of Google from you know, if you just say, "Why would Google do this?" It's like, well, there's that one really big cloud out there and if I don't have some portability and be able to move things, that one cloud might just continue to dominate. So, help connect OpenStack to how it lives in this multi-cloud world. Kubernetes is a piece of that, but you know, maybe, would love your viewpoint. >> Yeah, so. This is happening on so many levels. We see lots of large organizations who want to take back control of the cost of cloud and the cost of their cloud infrastructure and so they're starting to pull away from the big public clouds and invest more in private infrastructure. We see this with companies like eBay, we see it with companies like AT&T and Walmart, where they're investing heavily in OpenStack clouds. So that they have more control over the cost and how their applications are delivered. But you're also seeing this in a lot of... Like especially municipalities outside of the United States, you know, different governments that have data restrictions, restrictions on where data lives and how it's accessed, and we're seeing more governments and more businesses overseas that are turning to OpenStack as a way to have cloud infrastructure that is on their home soil, that you know, kind of meets the requirements that are necessary, you know that are necessary for them. And then kind of the third aspect of all of this is sometimes you just, sometimes you need to have lots of availability across, you know, many clouds. And you can have a private cloud, but possibly, in order to serve your customers, you might need public cloud resources, and federation across, across this, both in OpenStack and Kubernetes is improving at such an incredible pace that it becomes very easy to say that I have two, three, four, five clouds, but we're able to, we're able to combine them all and make them all look like one. >> Alright, well Chris Hodge, we really appreciate the updates on OpenStack and Kubernetes in all the various permutations. >> Yeah, it was great talking about it. This is, I mean this is the work that I love and I'm excited about, and this is, you know, I'm looking forward to it, I have fun with it and I keep looking forward to everything that's coming. >> Awesome, well we love to be able to share these stories, the technologists, the customers and everything going on in the industry. For John Troyer, I'm Stu Miniman, back with more coverage here from OpenStack Summit 2018 in beautiful Vancouver, British Columbia. Thanks for watching theCUBE. (tech music)