Sarvesh Sharma, Dell Technologies & John McCready, Dell Technologies | MWC Barcelona 2023

the Cube's live coverage is made possible by funding from Dell Technologies creating technologies that drive human progress we're back in Barcelona at the fear my name is Dave vellante I'm here with David Nicholson we're live at mwc 23 day four of the coverage the show is Still rocking you walk the floor it's jamming people are lined up to get in the in the copter and the right it's amazing Planes Trains Automobiles digitization of analog businesses we're going to talk private Wireless here with Dell service Sharma is the global director for Edge and private Mobility Solutions practice at Dell and John McCready is the senior director for 5G Solutions of product management at Dell Technologies guys good to see you likewise likewise private Wireless it's the buzz of the Show everybody's talking about it what's Dell's point of view on that so Dell is uh obviously interested in entity private Wireless game as it's a good part of the overall Enterprise I.T space as you move more more and more into the different things what we've announced here is a sort of our initial Partnerships with some key players like airspan and expedo and afternet players that are important in the space Del is going to provide an overall system integration solution wrap along with our Edge BU as well and we think that we can bring really good solutions to our Enterprise customers okay I got to ask you about afternet so hpe pulled a little Judo move they waited till you announced your partnership and then they bought the company well you know what do you what's your opinion that you're gonna you're gonna dump ethernet you're going to keep them no we don't open ecosystem yeah it's an open ecosystem we announced these are our initial Partners you know we're going to announce additional partners that was always the case uh you know there's a lot of good players in the space that bring different pros and cons we've got to be able to match the solution requirements of all our customers and so we'll continue to partner with them and with others good good answer I like that so some of these Solutions are sort of out of the box others require more integration can you talk about the spectrum of your portfolio so I'm glad you brought up the integration part right I mean if you look at private Wireless private Mobility it is not a Cell by itself at the end of the day what the Enterprise wants is not just private Mobility they're looking for an outcome which means from an integration perspective you need somebody who can integrate the infrastructure stack but that's not enough you need somebody who can bring in the application stack to play and integrate that application stack with the Enterprises itot and that's not enough you need somebody to put those together and Dell is ideally suited to do all of this right we have strong partners that can bring the infrastructure stack to play we have a proven track record of managing the it and the Enterprise tag so we are very excited to say hey this is the sweet spot for us and if there was a right to win the edge we have it can you explain I mean people might be saying well why do I even need private Wireless I I got Wi-Fi I know it's kind of a dumb question for people who are in the business but explain to folks in the audience who may not understand the intersection of the two so yeah so I think uh you know Wireless is a great techno pardon me Wi-Fi is a great technology for taking your laptop to the conference room you know it's effectively wireless LAN we're a private 5G and and before that private LTE come into play is where there's a number of attributes of your application what you're using it for for which Wi-Fi is not as well suited and so you know that plays out in different verticals in different ways either maybe you need a much higher capacity in Wi-Fi better security than Wi-Fi wider coverage like outdoor uh and and in many cases a more predictable reliability so cellular is just a different way of handling the the wireless interface that provides those attributes so you know I think at the beginning first the first several years you know Wi-Fi and 5G are going to live side by side in the Enterprise for their different roles how that plays out in the long term we'll see how they each evolved but I think anybody can relate to that I mean Wi-Fi is fine you know we have our issues with Wi-Fi I'm having a lot of issues with Wi-Fi this week but generally speaking it works just fine it's ubiquitous okay but I would not want to run my Factory on it and rely on it for my robots that are shipping problems right yeah so that really is kind of the difference it's really an industry 4.0 yeah exactly so I mean manufacturing is an important vertical but things of uh energy and Mining and things like that they're all outdoor right so you actually need the scale that comes with a with a higher power technology and and even uh you know just basic things like uh running cameras in a retail store and using AI to watch for certain things you get a much better latency performance on private 5G and therefore are able to run more sophisticated applications I could be doing real-time info I can imagine Dave I got an arm processor I'm doing some real-time inference AI at the edge you you need you need something like 5G to be able to do that you can't be doing that over Wi-Fi yeah you nailed it I mean that that's exactly the difference right I mean if you look at Wi-Fi it grow up from a I.T enabled mode right you got to replace an Ethernet it was an ID extension a lan extension cellular came up from the mode of hey when I have that call I need for it to be consistent and I need for it to be always available right so it's a different way of looking at it not to say one is better the other is not better it's just a different philosophy behind the Technologies and they're going to coexist because they meet diverse needs now you have operators who embrace the idea of 5G obviously and even private 5G but the sort of next hurdle to overcome for some is the idea of Open Standards what is what does the landscape look like right now in terms of those conversations are you still having to push people over that hump to get them beyond the legacy of proprietary closed Stacks yeah so I think I look there are still people who are advocating that and I think in the carriers core networks it's going to take a little longer their main you know macro networks that they serve the general public in the private Network though the opportunity to use a elephant standard and open technology is really strong because that's how you bring the Innovation and that's what we need in order to be able to solve all these different different business problems you know the problems in retail and Healthcare and energy they're different and so you need to be able to use this openstack and be able to bring different elements of technology and blend it together in order to serve it otherwise we won't serve it we'll all fail so that's why I think it's going to have a quicker path in uh private the only thing to add to that is if you look at private 5G and the deployment of private LTE or private 5G right there is no real technology debt that you're carry so it's easy for us to say hey The Operators are not listening they're not going open but hey they have a technical debt they have 2G 3G 4G 5G systems right but the reason we are so excited about private 5G and private 4G is right off the bat when we go into an Enterprise space we can go open so what exactly is Dell's role here um how do you see obviously you make hardware and you have Solutions but you got to open ecosystems you got you know you got Labs what do you see your role in the ecosystem you're kind of a disrupter here in this when I walk around this show well a disrupter uh also a solution provider and system integrator you know sarvesh and I are part of the Telecom practice we have a big Edge practice in Dell as well right and so for this space around private 5G we're really teamed up with our with our cohort in the in the edge business unit and think about this as it's not just private 5G it's what are you doing with it that's right that requires storage it requires compute it requires other applications so Delta bring that entire package there definitely are players who are just focused on the connectivity but our view is that that's not enough to ask the Enterprise to integrate that all themselves I don't think that's going to work you need to bring the connectivity and the application the storage compute the whole solution right explain Telecom and Edge they're they're different but they're like cousins the Dell organization where do you guys divide the two you're saying within doubt yeah within Dell yeah so if you look at Dell right Telecom is one of our most newest business units and the way it has formed is like we talk Edge all the time right it's not new Edge has always been around so our Enterprise Edge has always been around what has changed with 5G is now you can seamlessly move between the Enterprise Edge and the Telecom Edge and for that to happen you have to bring in italicom systems business unit that can facilitate that Evolution the next evolution of seamless Edge that goes across from Enterprise all the way into the Telco and other places where Edge needs to be same question for the market because I remember at Dell tech World last year I interviewed Lowe's and the discussion was about the edge yeah how they're what they're doing in their Edge locations so that's Edge that's gold but then I had I had another discussion with um a a an agriculture firm they had like the massive greenhouses and they were growing these awesome Tomatoes well that was Edge too it was actually further Edge so I guess those are both Edge right yeah yeah Spectrum there right and then the Telecom business business now you're saying is is more closely aligned with that right depending on what you're trying to do the appropriate place for the edge is different you nailed it exactly right so if you need wide area low latency The Edge being in the Telecom Network actually makes a lot of sense because they can serve wide area low latency if you're just doing your manufacturing plan to your Logistics facility or your your agricultural uh growing site that's the edge so that's exactly right and and the tech the reason why they're close cousins between Telecom and that is you're going to need some connectivity some kind of connectivity from that edge in order to execute whatever it is you're you're trying to do with your business Nature's fresh was the company I couldn't think that Nature's fresh right great awesome awesome Cube guest right do you you mentioned this mix of Wi-Fi and 5G I know it's impossible to predict with dates certain you know when this when this houses is going to develop but can you imagine a scenario where at some point in time we don't think in terms of Wi-Fi because everything is essentially enabled by a Sim or am I missing a critical piece there in terms of in terms of uh management of spectrum and the complicated governmental yeah the situation went am I missing something it seems like a logical progression to me but what am I missing well there is something to be said about Spectrum right if you look at Wi-Fi as I said the driver behind the technology is different however I fully agree with you that at some point in time whether it's Wi-Fi behind whether it's private 5G behind becomes a mood point it's simply a matter of where is my data being generated what is the best technology for me to use to ingest that data so I can derive value out of that data if it means Wi-Fi is so be it if it means uh cellular so be it and if you look at cellular right the biggest thing people talk about Sims now if you look at 5G standard in 5G standard you have EAP TLS which means there is a possibility that Sims in the future go away for iot devices I'm not saying they need to go away for Consumer devices they probably need to be there but who's to say going ahead for iot devices they all become Sim free so at that point whether your Wi-Fi or 5G doesn't matter by the way on the Spectrum side people are starting to think about the concept uh you might have heard this nru new radio unlicensed so it's running the Wi-Fi standard but in the unlicensed bands like Wi-Fi okay so and then the last piece is of course you know the cost the reality is this 5G is still new to new technology the endpoints you know what would go in your laptop or a sensor Etc today that's more expensive than Wi-Fi so we need to get the volume curved down a little bit for that uh to really hit every application I would guess your vision is correct but who can predict yeah so explain more about what the unlicensed piece means for organizations what does that mean so that's more of a future thing so you know just but let's put on our telescope okay so it's true today that Wi-Fi traditionally runs in the bands that have been licensed by the government and it's a country by country thing right what we did in the United States with cbrs is different than what they've done in Germany where they took part of the search C band and gave it to the Enterprises the Telco is not involved and now that's been copied in Japan and Korea so it's one of the complications unfortunately the market is that you have this different approach by Regulators in different countries Wi-Fi the unlicensed band is a nice global standard so if you could run NR just as 5G right it's another name for 5G run that in the unlicensed Bands then you solve the Spectrum problem that Dave was asking right which means that the market really opens up it would be a real name exactly the only thing about to that is right there are some Enterprises who have the size and scale to kind of say hey I'm going the unlicensed route I can do things on my own there are some Enterprises that still are going to rely on the telcos right so I don't want to make a demon out of the telcos that you own the Spectrum no sure they will be offering a very valuable service to a massive number of small medium Enterprises and Enterprises that span Regional boundaries to say hey we can bring that consistent experience to you the primary value proposition has been connectivity right I mean we can all agree on that and you hear different monetization models we can't allow the Ott vendors to do it again you know we want to tax Netflix okay we've been talking about that all week but there may be better models yes right and so where does private Network fit into the monetization models just follow the money here actually you've brought up an extremely important point right because if you look at why haven't 5G networks taken off one of the biggest things people keep contrasting is what is the cost of a Wi-Fi versus the cost of deploying a 5G right and a portion of the cost of deploying a 5G is how do you commercialize that Spectrum what is going to be the cost of that Spectrum right so the csps will have to eventually figure out a proper commercialization model to say Hey listen I can't just take what I've been doing till date and say this is how I make because if you look at 5G the return of investment is incremental any use case you take unless let's take smart manufacturing unless the factory decides I'm going to rip and replace everything by a 5G they're going to introduce a small use case you look at the investment for that use case you'll say I'm not making money but guess what once you've deployed it and you bring use case number two three four five now it starts to really add value so how can a CSP acknowledge that and create commercial models to enable that is going to be key like one of the things that Dell does in terms of as a service solutions that we offer I think that is a crucial way of really kickstarting 5G adoptersection in this world right the first telephone yeah not a lot of value second right I could call one person but you know if I can call a zillion now it's valuable now you got data yes you you use the phrase rip and replace what percentage of the market that you are focusing on is the let's go in and replace something versus the Let's help you digitally transform your business and this is a networking technology that we can use to help you digitally transform the example that you guys have with uh with the small breweries a perfect example yeah you help digitize you know digitally transform your business right you weren't going in and saying I see that you have these things connected via Wi-Fi let's rip those out put Sims in no nope so so you know that's exactly right it's enabling new things that either couldn't be achieved before or weren't all right so from a private 5G perspective it's it's not going to be rip and replace as I said what it will coexist with Wi-Fi it's still got a great role uh it's enabling those solving those business problems that either hadn't been solved before or could not be solved with other technology how are you guys using AI let everybody talk about chat GPT I love chat GPT we use it all the time love it hate it you know whatever it's a fun topic but AI generally is here in a way that it wasn't when the the Enterprise disaggregated right so there's AI there's automation there's there's opportunities there how do they fit into private so if you look at it right AI AIML is actually crucial to Value extraction from that data because all private 5G is doing is giving you access to that precious data but that data by itself means nothing right you get access to the data extracting value out of the data that bring in business value is all going to be AIML whether it's computer vision whether it's data analytics on the on the fly so that you can you know do your closed loop controls or what have you all of these are going to be AIML models does it play into automation as well absolutely because they drive the automation yeah right you learn your AI models drive that automation control closed loop control systems are a perfect example of the automation explain that further but give us an example so for example let's let's say we're talking about a smart manufacturing right so you have widgets coming down the PI right you have your computer vision you have your aim on model that says hey I'm starting to detect a consistent error in the product bin manufacturer I'm gonna close loop that Automation and either tweak the settings to the machine shut down the machine open a workflow escalate it for human intervention all that automation is facilitated by the AIML models and that and by the way there's real money in that right if you're making your power you're making it wrong you don't detect it for hours there's real money in fixing that right so I've got it I've got an example albeit a slight not even slightly but a tragic one let's say you have a train that's rolling down the tracks that every several miles or so temperature readings are taking are are taken from bearings in the train yes wouldn't it be nice to have that be happening in real time yes so it doesn't reach that critical point where then you have a derailment yes yeah I mean obviously those are it's doesn't sound sexy in terms of hey what a great business use case that we can monetize yeah but I'll bet you in hindsight that operator would have loved to have that capability to be able to shut the train down and not run that's a great example where the carrier is actually probably in a good position right because you've got wide area you want low latency um so the the the traditional carriers would be able to in great position to provide that exact service Telemetry is another great example we have we've been talking about other kinds of automation but just picking up measurements and so on the the other example of that is in oil and gas right as you've got pipelines running around you're measuring pressure temperature you detect a leak right in minutes not weeks right so there's a lot of good examples of things like that to pick up in a point Dave you know it's like you look at this big huge super tankers right they have they private networks on that super tanker to monitor everything if on this train we had you know we hear about so many ages let's call one more the rolling Edge right that that edge is right on that Locomotive Tracking everything with AIML models detecting things warning people ahead of time shutting it down as needed and that connectivity doesn't have to be wired it can be a rolling Wireless it potentially could be a spectrum that's you know open Spectrum in the future or as you said an operator could facilitate that so many options right yeah I I got to double down on this look I know because I've been involved in some of these projects amusement park operators are doing this for rides yes so that they can optimize the amount of time the ride is up so they can shorten lines yes so that they can get people into shops to buy food and souvenirs yes certainly we should be able to do it to protect infrastructure absolutely right so I think the ultimate Point you're making is it's actually quite finely segmented there's so many different applications and so that's why again we'll come back to what we started started with is at Dell we're bringing the solution from Edge compute application connectivity and be able to bring that across all these different verticals and different solutions the other amusement park example by the way is as the rides start to invest in virtual reality so you're moving but you're seeing something you need some technology like 5G to have low latency and keep that in sync and have a good experience on the ride so 5G and Beyond gents thanks so much for coming on thecube all right thank you thank you guys thank you very much all right keep it right there for Dave Nicholson and Dave vellante this is thecube's coverage of mwc 23. check out siliconangle.com for all the news

thecube.net is where all these videos live John Furrier is in our Palo Alto office banging out that news keep it right there right back after this short break foreign foreign foreign

2023-03-08 03:47

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