MWC 2024 GSMA Keynote 7: Powering the Future, Antonio Neri & Rami Rahim

0:00 so let me welcome Antonio ner Antonio

0:03 the CEO of ulet parer Enterprise he has

0:06 been the president and CEO of HP since

0:11 2018 before becoming the CEO he spent

0:14 more than 20 years at the company

0:16 holding numerous leadership position

0:20 please join me in welcoming Antonio ner

0:22 to Stage

0:28 Antonio

0:38 all

0:40 right Antonio is a very famous man by

0:42 the way okay just

0:45 saying so Antonio I have a couple of

0:48 questions for

0:49 you we talk about modern infrastructure

0:53 yeah that's powering the future of

0:54 business today right and I know that HP

0:57 strategy has encompassed the edge for

1:00 several

1:01 years will you share more all of us how

1:04 HP views the Telco sector and is r in

1:07 the market to help companies reinvent

1:10 their

1:10 businesses well first of all thank you

1:12 for having me and good afternoon

1:14 everyone uh it's great to be here um you

1:17 know our strategy has been informed by

1:19 the mega Trends I saw early in my tenure

1:21 as a CEO I saw that Enterprise in the

1:24 future will be more Edge Centric Cloud

1:27 Ena and data driven what that means the

1:29 edge

1:30 is where we live where we work where a

1:32 lot of the onramp to digital processes

1:35 really happen and in doing so the first

1:38 step is really to be connected without

1:40 the connectivity you can digitize you

1:43 can automate your Enterprise and you can

1:45 deliver these new experiences some of

1:48 the technology you spoke in your early

1:51 remarks can really accelerate the

1:54 Enterprise and so we as a company make a

1:56 big bet at the time to you know invest

1:59 at the edge and working with a partner

2:01 ecosystem that's why this conference is

2:04 great for us because we have amazing set

2:06 of Partners throughout the venue but our

2:09 Focus was really at the time into the

2:11 campus and branch and bring together a

2:13 series of Technologies and a cloud

2:15 native approach wrapping the security in

2:18 the AI so that we can use that

2:20 connectivity layer to digitize and

2:23 automate but the second step was to

2:25 bring the cloud experience because for

2:27 us cloud is not a specific destination

2:30 is an experience that ultr you need to

2:33 bring to all your applications and data

2:35 wherever they live and obviously the

2:38 Enterprise today is way more distributed

2:40 than ever before and we understood in

2:42 fact late in the 2010s that the hybrid

2:47 experience is the key you can't put all

2:49 your data and your applications in one

2:51 location wherever it may be on Prem or

2:54 even in the public Cloud so we decided

2:57 to build a hybrid experience with the

3:00 cloud principles in mind and I was

3:03 listening to you and talk about also the

3:06 paradigm shift that's taking place in

3:08 the way customers consume technology and

3:11 so while we were you know focusing on

3:14 the hybrid experience we also changed

3:16 the way people consume technology and

3:19 therefore we enacted what is today known

3:22 as HP Green Lake a hybrid Cloud platform

3:24 we want to call it the fourth Cloud for

3:26 that matter which ultimately allows you

3:28 to consume C Apex subscription and

3:31 consumption in the same platform But

3:34 ultimately everything we do is

3:37 architected to that unified experience

3:40 and last but not least was the data

3:41 driven approach I have to say I was not

3:44 that futuristic to understand the AI

3:48 massive inflection point we got in the

3:50 last 12 15 months but I did and I did

3:53 understood and understand that the fact

3:55 that data is the most valuable asset you

3:58 have yeah and in fact I argue at some

4:01 point Enterprises will have to record

4:04 data in the balance sheet you are in the

4:06 business of auditing and providing you

4:09 know counseling and all those great

4:12 services but think about it you you

4:14 record an asset let's say a building or

4:16 capital expenditure I believe at some

4:18 point down the future you will have to

4:20 record the data is the most valuable IP

4:22 you have but with the ey obviously I

4:25 think is the most disruptive technology

4:27 in a lifetime it opens new opportunity

4:30 to improve business productivity which

4:32 is the core of the ey uh thesis and

4:35 obviously Drive the next level of

4:37 insights and there are remarkable

4:39 opportunities in there but for us the

4:42 connectivity in the networking space

4:45 with hybrid cloud nii is what we have

4:48 built inside our HP green leg platform

4:51 uh experience fantastic to see the

4:53 progress you have made at HP I have one

4:56 question about Juniper that we save for

4:58 the our next guest but let's touch on

5:02 the early progress C you the close of

5:04 athonet it's a company that you acquired

5:06 in the past to power the strategy that

5:08 you just talked about right how are you

5:10 seeing the integration accelerating the

5:12 strategies of your customers today well

5:15 I I don't think it's just outet right so

5:16 as I think about one of the the early um

5:20 you know Concepts and ultimately

5:23 development is to integrate the entire

5:26 connectivity layer from switching to

5:29 watch I to softer Define why there

5:32 Network to the extension to the manage

5:35 private Network which obviously private

5:37 5G is a major component and Anon it give

5:40 us that capability um with a very modern

5:44 Cloud architecture and so with Partners

5:46 here obviously we're working on

5:48 additional use cases but we already see

5:51 a significant uptick because think about

5:53 the use cases whether it's ports whether

5:55 it's defense whether it's health care

5:58 where you need persistent connectivity

6:00 low latency obviously a lot of density

6:04 environments need a level of resilience

6:07 and and performance but ultimately they

6:10 need to do it in a way that's way more

6:12 agile than ever before and so that's why

6:15 you know bringing that aspect to the

6:17 rest of the connectivity layer with the

6:19 same policy management the same

6:21 experience the same way to life cycle

6:24 manage the network was one aspect of it

6:27 so that's one aspect the other one was

6:29 the the soft defined WEA Network we did

6:31 an acquisition called Silver Peak and

6:33 then last but not least we also are

6:35 integrated the security obviously for

6:37 the service access service edge so we

6:41 are integrating our access security uh

6:44 security framework which covers all

6:46 three casby Swig and ztna together with

6:50 our sd1 to create an secc comprehensive

6:53 framework which is Cloud enabl in the

6:55 same platform inside HB Green Lake you

6:57 know when I was reading the information

6:59 and AET I was thinking about some of the

7:01 applications that you just mentioned

7:03 think about industrial manufacturing

7:05 yeah with smart factories with nobody

7:07 need if you can have you can control a

7:10 factory from a distance without no work

7:12 in the factory you need that low latency

7:14 you cannot have it the type of equipment

7:17 another application is in healthcare

7:20 remote surgery you cannot have remote

7:21 surgery with a delay well if you enable

7:25 robotics of sorts rights you know that's

7:27 you you can't fail yeah can fail with

7:29 that absolutely so why don't we do that

7:32 now next we are going to bring bring out

7:34 another CEO one that you know pretty

7:36 well now huh I do you bought this

7:38 company he's a Great's a great guy too

7:41 so now Ramy Rahim Ramy is has been the

7:44 CEO of Juniper Networks since 2014 and

7:47 he's also the member of the board of

7:49 directors and uh before becoming the CEO

7:52 uh Ramy started his Juniper career in

7:55 1997 I was young at that time yeah we

7:58 both started

8:00 exactly you know that's when we all

8:01 started our careers but it was EMP

8:03 number 32 now that's something right

8:05 that was the beginning I remember in my

8:07 early days as an as an engineer at

8:09 Motorola I was actually installing

8:10 Juniper equipment so that was quite

8:12 interesting so harami has been an EVP

8:15 and GM of juniper development and

8:17 Innovation organization so with that

8:19 Ramy why don't you come and join us

8:21 please Ramy CEO of Juniper

8:28 Networks

8:31 thank you so

8:36 [Music]

8:39 much so they are very good friends now

8:41 because he just his company we have been

8:44 for some time next time okay all right

8:48 all right so SB made a US announcement

8:51 it was in January actually by the way it

8:53 was just last January 11th January 11th

8:55 oh yeah you know exactly when it was

8:57 that was a big deal though for the

8:58 industry

8:59 but we when you think about the industry

9:01 today that was the first big deal of

9:03 2024 that we had that announcement that

9:06 Antonio made on January 11 about Juniper

9:08 coming to HP so first of all thank you

9:11 because you send a signal into the

9:12 market that deals are back okay so we

9:16 appreciate that okay as long as it makes

9:18 sense yeah it makes sense it's okay

9:21 yeah so what are the expectations on how

9:25 this will transform networking well I

9:28 think we need to step back and talk

9:29 about why we announced this deal I think

9:33 you know in the context of the comics I

9:35 made early on we obviously we are

9:37 experiencing this amazing inflection

9:40 point uh called Ai and when I think

9:43 about that inflection point it's fair to

9:45 say the AI will be an accelerator of

9:48 hybrid and the cloud and in doing so the

9:52 core tenant of that is the network think

9:55 about it how you bring the data to the

9:57 right acceleration of compute

9:59 to really either build these large

10:03 models and now we are talking about

10:05 trillions of parameters to potentially

10:08 fine-tuning these models with your data

10:11 you can give context to that model and

10:14 then eventually what the value is it

10:16 really is the deploying these models

10:18 which is the inference inside and so for

10:21 us it was about where we want to play

10:24 how we want to build where we want to

10:26 win and we believe that Network

10:30 aspect of the architecture is going to

10:32 be core core to the AI transition we we

10:36 we are experiencing and that's why when

10:38 we look at uh Juniper uh with Ramy we

10:42 felt this combination is going to give

10:44 the industry a new modern architecture

10:48 that it has been waiting for the network

10:51 I'm talking about for a long long time

10:54 and I think this is something that Ramy

10:55 and I are very committed to to develop

10:58 together we have an amazing we will have

11:01 an amazing combined team this is the

11:03 first time in the history of HP and

11:06 Juniper that together we're going to

11:08 have all the intellectual property to

11:11 really converge the network to automate

11:13 the network and then ultimately what is

11:16 the killer application for that is AI

11:18 but maybe I will ask Ramy how he think

11:20 about this because during the January 11

11:23 announcement I announced that Ramy once

11:26 the transaction closes it's going to

11:27 lead the business mhm

11:29 okay so I'm happy to weigh in and thanks

11:31 for the opportunity first I appreciate

11:32 the kind intro I have been a juniper for

11:35 a very long time and uh I started out my

11:38 career at the company as a silicon

11:40 developer and back then I recall uh we

11:43 were born in the age of the internet and

11:45 the Juniper was a really big bold bet on

11:49 an architectural transition that was

11:51 necessary to enable the internet to

11:53 scale to what it is today fast forward

11:57 to today as Antonio mentioned AI is the

12:00 next big inflection point and it's

12:02 probably no it's definitely going to be

12:04 bigger than the in Internet inflection

12:07 that happened several decades ago and I

12:10 believe that you need a similar sort of

12:12 mindset and bold thinking to pursue this

12:15 opportunity in its fullness uh so this

12:19 combination to me is about acceleration

12:23 of our Innovation to capture the full AI

12:26 opportunity from Silicon to system to

12:29 software as Antonio mentioned I fully

12:31 agree all of the technology components

12:34 necessary to build networks that enable

12:37 AI as well as the AI Ops that can

12:39 simplify the management and operations

12:42 of networks worldwide not to mention the

12:45 worldwide Channel and presence that HP

12:47 brings is really really interesting so

12:49 I'm excited wow this is a you should

12:53 have said that on January 11 this is

12:55 good we did we did but you know what

12:58 talk about the first deal of the year

13:01 you know it just happened to be that way

13:03 but we have in our cultureal beliefs two

13:05 key messages that we trying to resonate

13:08 one is we accelerate what is next I

13:11 think this is an opportunity to

13:12 accelerate what comes next with this

13:14 amazing opportunity with a lot of

13:16 challenges obviously and the other one

13:18 is the fortunes favor The Bold and so

13:22 you have to have the courage and the

13:24 conviction and

13:25 believing what you think is going to

13:27 happen and that go for it and this is

13:30 what we're doing together with Ramy

13:32 talking about what will happen next so

13:34 this is Mobile World Congress and uh we

13:37 both know haven't been out U all of us

13:39 know having been the industry for a long

13:40 time right here in Barcelona since 2006

13:43 right Global Gathering of the Telecom

13:46 Industries and now 60% of the people

13:48 here actually not from the Telecom

13:50 industry

13:51 right can you give us an indication of

13:54 how the combined company will address

13:56 this Market the telom market but also

13:58 companies at large the Enterprise mhm

14:01 sure uh I think people don't know but HP

14:04 when you think about the vertical

14:06 approach tlco has been one of the two

14:09 top two verticals we do business with

14:12 obviously we come from a comput Centric

14:15 and call it uh you know Cloud Centric

14:19 approach he obviously comes from the

14:22 core Network approach with the service

14:24 provider business but ultimately the

14:27 convergence that we see between in the U

14:29 kind of the telecommunication side and

14:31 the IT side and I think these Trends

14:34 comes every so many years call it every

14:37 decade right so if think about it you

14:39 know we chatting before where I came

14:41 from the PC client server you know very

14:43 distributive then we went centralized

14:46 think about your phone that's your

14:47 terminal you can do so many things but

14:50 the main frame is the cloud and now we

14:52 are going to live in both worlds with

14:54 the eye being you know what I think is

14:57 going to be one of the most interesting

14:59 applications of Technology but that said

15:02 I think this convergence is going to be

15:04 accelerated and there is opportunity to

15:06 partner together to do something amazing

15:09 that not only advances the business but

15:12 also society as a whole I think of

15:15 connectivity as an important aspect for

15:17 society not different than water

15:19 electricity we must make it inclusive

15:22 and we must make it sustainable AI is

15:26 going to demand a lot of key Innovation

15:29 to reduce power and increase performance

15:32 at the same time What will reduce cost

15:35 and HP together with juner we intend to

15:37 do that using our assets and an amazing

15:40 knowhow in engineering capabilities to

15:42 take advantage of this I think an

15:44 opportunity in 10 years Remy you know

15:48 Juniper was born as trusted advisors for

15:52 Telos our very first customer was a

15:55 telecom operator for years we were

15:57 exclusively selling to Telecom operators

16:00 and uh that's never going to change um

16:04 when I reflect now on where we are today

16:06 despite the fact that we have

16:07 transitioned over half of our business

16:10 to the Enterprise we've never lost focus

16:13 on the incredibly important vertical for

16:16 us of the service providers um first of

16:20 all I think all of our service provider

16:22 customers understand that our strategy

16:26 of pursuing and diversifying our

16:27 business into the ENT rise has only

16:29 helped it gives us the scale and the

16:31 ability to invest more in solutions that

16:33 are applicable everywhere increasingly

16:35 the solutions that we develop for high

16:37 performance networking and highly

16:38 automated AI powered networks are

16:41 applicable to Telos and to

16:43 Enterprises and last but not least when

16:46 I think about the potential of this

16:48 combination the components that HP

16:51 brings to the table again across all

16:53 layers of it but then Technologies like

16:56 AET some of the software capability that

16:59 HP has built and accumulated over the

17:01 years that can increase the relevance of

17:04 our solutions to solve some of our

17:07 service wider customers most pressing

17:09 challenges today honestly I just can't

17:11 wait we got to get through this

17:13 regulatory process but I honestly can't

17:15 wait to the other side of it so we can

17:17 demonstrate to our customers what we can

17:19 do as a single company you know it's

17:21 very interesting from what we just heard

17:23 here the fact that it is not only one

17:27 technology that makes it difference the

17:29 full stack how you just mentioned

17:32 right there is AI is going to be a big

17:35 disrupture for all businesses that we

17:36 serve today but there's no AI without

17:40 data there's data with there's no data

17:43 without sensors capturing that data but

17:45 you need to move the data therefore

17:47 there is no cloud and and AI with that

17:51 connectivity but highspeed connectivity

17:54 sustainable connectivity from what I

17:55 just heard from you this is great and

17:57 this is how when we think about the

17:58 future of business it's not just one

18:00 technology It's a combination of all the

18:02 technologies that can make a difference

18:04 for all the business that the audience

18:06 today is currently serving MH Antonio

18:09 Ramy thank you very much for for your

18:11 marks really appreciate it okay thank

18:13 you and