The CCS Insight Podcast

MWC 2024 unveiled game-changing innovations that will redefine how we connect, including private mobile networks and AI that learns to optimize performance. Ahead of this year's event, we're revisiting these developments and announcements.

In this podcast episode with Christina Cardoza, Editorial Director at insight.tech, and Wei Yeang Toh, General Manager of the Ecosystem Development Organization at Intel, we unpack these exciting trends and explore the future of intelligent networks.

The discussion explores:
  • Key network trends from MWC 2024
  • Advances and benefits AI brings to the network space
  • How these key trends and themes impact the industry
  • Importance of the hybrid model for intelligent networks
  • The horizon for 6G networks
  • Ecosystem partnerships for network modernization.

For in-depth analysis of announcements in the network space from MWC 2024, read our Insight report. And to stay abreast of what's coming at this year's event, register for our webinar here.

This podcast was originally published on insight.tech.

What is The CCS Insight Podcast?

Insightful audio from the global tech advisory firm.

(upbeat music)

- Hello, and welcome to the IoT Chat

where we explore the
latest technology trends

and innovations.

I'm your host, Christina Cardoza,

Editorial Director of insight.tech.

And today we're going to be
looking at the network landscape

with Ian Fogg from CCS Insight
and Wei Yeang Toh from Intel.

But as always, before we get started,

let's get to know our guests a bit more.

Wei, I'll start with you.

What can you tell us about
what you do at Intel?

- Hey, glad to be here, so yeah,

thanks for all the intros.

Hey, my name is Wei Yeang.

I run the ecosystem developments

for 5G and edge computing for Intel.

Right, so this function
reside within the network

and edge solution groups.

The challenge is really
working with the ecosystem,

develop the market, make
sure that the long tiers

of the value chain will come
together, working together,

say, to accomplish a common
goal to address the challenges

that the end user is looking for.

And this cut across a
pretty broad market, right?

So we do need a broad set
of ecosystem partnership

to cultivate these solutions

driving towards a form of maturity,

and at the end of the day, to
solve our customer problem.

- Awesome, looking forward to getting

into that a little bit.

At insight.tech,

the articles that we're writing,

there's been this ongoing theme

we're seeing better together.

So excited to get into that
ecosystem a little bit more.

But before we get there, Ian,
welcome back to the podcast.

For anybody who hasn't
seen the recent episode

that Ian did on predictions
for the next year and beyond

for the network landscape,

which is, some of them,

we'll get into probably today.

But Ian, what can you
tell us about yourself?

- So I'm a research director

at a company called CCS Insights.

We are a advisory and research company.

We track global trends in networks,

and a whole lot of other areas,

included the circular economy on handsets,

in terms of media, in terms
of enterprise research.

My coverage area's around what
we call network innovation.

That's what the practice is that I lead.

So a lot of focus the moment

around things like virtualization,

the Open RAN developments,

private mobile networks.

There's obviously still interest in things

like non-terrestrial networks.

And one of the big trends at the moment is

around how AI is transforming

different parts of the network

and driving greater needs
to use cloud services

within the telecom operator.

- Yeah, AI everywhere seems
to be the big theme of 2024,

especially in the network space.

And since we're talking
about the network landscape

and the different trends and
predictions that we have,

the Mobile World Congress
event recently just ended,

and there was a lot of themes
going around private 5G,

A lot of network things
happening in that space.

So Wei, I want to start
the conversation there,

since both you and Ian were at the event.

What were you hearing on the show floor?

You know, what were the
trends and the themes

that you've observed?

And how do you think those
are going to push the industry

or this space forward over
the next couple of years?

- Yeah, certainly.

I'm pleased to see

how things evolve, in fact,

right, every year.

So yeah, having attended
Mobile World Congress

for close to about a decade by now,

things been progressing, right?

And there are few pretty
clear noticeable key themes

from this year, right?

That we have to discuss.

Number one, of course, right?

AI is everywhere, right?

Not only during the show floor,

but as well as in any of the
customer meetings, right?

Towards the end, there's always a question

from the customer,

tell me more about your AI strategy.

It's kind of funny, getting
ready for that question.

Oh, you're not going to ask for AI, right?

So yeah, AI is everywhere

and we see this is the beginning, right?

Ecosystem is exploring how to leverage AI

for different type of the
usage in the telco domain,

because we're talking
about Mobile World Congress

over here, right?

So we're talking about
things like leveraging AI

in the area, like the
network optimization,

predictive maintenance,
customer service, right?

And many more others,

the possible use cases.

And again, it is at the beginning

of looking at the form
of AI adoption journey

for the telco community, right?

But then there are few more topics

that both dimensions, right,

that surface up during these shows, right?

And again, it's a progressive update,

and telco API is another key topic

that surface up quite,

quite big highlights

during the show as well, right?

And this is all about,

hey, we all, as telco communities here

managed to accomplish quite
a lot in 5G deployment,

and then what next, right?

And it's really about, hey,
CapEx already invested in,

how do we speed up
authority and monetization,

through edge application,

and therefore telco API

brings a set of the standardization,

if you will, right?

And helping the community
to look at how to capitalize

any form of the emerging opportunity

across multiple industry.

We really talk about cross
vertical industry over here,

and telco API will opening up
a new era of how connectivity,

how edge computing come together

and able to create a form
of revenue generation

not only for telco, but at the same time

for the edge and verticals
ecosystem partner

come together to utilize

the API for a better
services creation, right?

Better customer experience, so on.

And then the third thing

I want to mention real quick is

the entire software
defined network transition

is carry on, right?

And we see vRAN as virtual
RAN, vRAN, Open RAN

as a continuously as
the next major milestone

to go and accomplish, right?

We have done network
function virtualization

for call networks, for OSS/BSS,

and so on, journey continue.

And vRAN continue to make progress.

And we see how much that we manage

to accomplish it together,

stay up to date right now

with our partners and telco operators,

and the commitments remain there, right?

To modernize the infrastructure, right,

to software define the network infra.

And through that, we're able to unlock

the infrastructure constraint,

and get into a truly cloud
native in the future.

And AI will be there meeting
at the junction, right?

To unlock the futures capability.

And then lastly is

I'm excited about how
the partners talking more

about collaboration, right?

It's all about synergizing the ecosystem

as a catalyst, right?

To drive innovation and grow, right?

And this is a very clear path

always to accomplish success

because in this world right now,

when we bring 5G edge computing AI.

It is like cross three domain, right?

And we live through the first,

I shouldn't say first,

we live through the past
AI transformation for NFV,

and that involved cloud
layer, IT layer, and so on.

And now we're getting
into more complex, right?

IT, CT, OT, AI, right?

All the cross domain.

And this will require

very strong ecosystem
collaboration to get that.

So we are excited.

We see company reaching out, right?

They would like to formulate
a strategy collaboration

towards a common goal, right?

And it's very healthy sign,

showing that the ecosystem partnership,

how it should look like,

towards a very clear, common goal.

- All exciting stuff.

One thing that I love
that you mentioned is

this isn't only happening
in the telco space.

This is impacting across
the main, across vertical,

across industry, and also
bringing improvements

to edge computing.

I think that's really important

that a lot of these advancements,

they're not happening in silos.

It's really having a
huge impact in all areas.

I want to go back to what
you were talking about

in the beginning of
your response about AI.

We opened up that AI is a
theme going on everywhere.

So I'm curious, how is AI
coming to the networking space?

We've written about on
insight.tech using AI

in manufacturing for
predictive maintenance,

like you mentioned.

But what are the advances that
AI can bring to networking?

And what did you see at the
show within the Intel ecosystem?

How were they showcasing some
of their AI advancements?

- Yeah, yeah.

The whole show is a big highlight again,

for sure is about AI, right?

And telco is at the different stage

of the AI adoption journey, right?

And what I meant is

depending at which stage of
this network modernization

and monetization as well, right?

The different telcos,

they're really at
different stage right now.

But regardless what we are going to see

across various of the
objective and intention, right?

It is still within the same objective

of how do we harvest the best
outcome of the AI, right?

And we are talking about

whether it's to orchestrate
the intelligent network,

or do we looking at gaining
more insight about the network?

Or creating a new business opportunity?

Right?

So most of the conversation

that we run into, right?

I could structure it down to probably

like threefold, right?

To make it slightly
simple to follow, right?

Telco, they're planning the
AI adoption journey, right?

And again, based on
maturity, based on the KPI,

they intend to accomplish,

because any form of investment,

it costs CapEx, it costs a OpEx.

And there isn't a lot of extra,

excess CapEx to spend, right?

With a lot of CapEx
already invested in 5G.

So therefore every single step

will have to be well planned, right?

With a KPI in mind,

and the maturity of the certain use cases

to get into production, right?

All those in mind, right?

So we see three major areas

that telco is looking at, right?

One across, the board we
see a lot of the discussion

and showcasing, right?

Around the inserting AI into
the network layer, right?

And we're talking about
use cases like vRAN, right?

With AI coming in, right?

To help things like power
managements, wind farming,

antenna selections, channel
estimation, and so on.

There are tons of other, say
opportunities could look at,

but it is about making vRAN, TCO,

look better, right?

Comparing with traditional RAN, right?

And Intel itself.

We do take this opportunity

to introduce the vRAN
toolkits, AI toolkits

that we've been working on
for really a while, right?

It's a great timing

that we release it, announce it, right?

It is again, all about helping partners

who already have the strong

Intel install base with
Intel vRAN platform,

and helping partners to unlock
the AI capability, right?

Within the same platforms

that they're already using, right?

Again, it's a journey, right?

So adopting AI, it will be
journey, don't rush it, right?

Look at the KPI and adopt
based on the maturity.

So we are doing that,
right? That's one, right?

Inserting the AI into the network layer.

And then we see the second
thing is GenAI, right?

Because a ChatGPT

and so on, GenAI become a big topic.

But for player that
working on AI for long,

AI is not all about GenAI, right?

GenAI is one form, right?

Yes.

It's very much needed technology, right?

It could do goodness.

But GenAI,

it's not the only part about AI, right?

GenAI will bring benefit
for different parts

of the telco network,

and if there's a set of KPI defined,

the implementation could be
done in more cost effective way

by enabling the GenAI capability
at the right location,

and with more sustainable way, right?

Because it will require
their power consumption

as well, right?

So we have a lot of conversation
with the customer around

how are you going to
activate GenAI, right?

Is it all about
consolidating, concentrating

the centralized computing for GenAI?

Or taking advantage of what have learned

through the OpenAI right now, right?

And able to select the
right language models,

and fit that into the
location to do the job

that require for what you need, right?

Rather than get into a
big centralized AI, right?

And get to know what to
get out of it, right?

It going to cost investment, right?

So GenAI, we have a lot
of discussion, right?

How to get there, don't rush, right?

How to get there, we
we're here to help you

to unlock the GenAI by phase, right?

And then third piece of it
is something not too new,

but get blend into
cross domain discussion,

which is this telco edge use case

that talk about API and so on early on.

Right?

As the deployment of the 5G

will need each use case
to come along, right?

We see telco is embracing themself

as a channel and as a platform, right?

Telco as a platform to
deliver the services, right?

To the vertical customer,
enterprise customer,

and all form of services
will require AI capability

as well, right?

And again, AI capability
will involve things like

computer vision, right?

We're talking about a lot of cameras,

installation out there,

and all the video feed coming back, right?

It will require form of
computer vision, right?

To do video analytics and so on.

And telco's they're data network pipe.

In fact is video is one of
the biggest traffic, right?

Occupying the pipe, right?

So telco have the right
infrastructure to go

and not only helping the deployment,

but able to look at way to monetize it,

through the data analytic and so on.

And then plus GenAI, right?

All in all become a more complete,

edge solution that require it, right?

So yeah, all those are
three big areas, right?

AI, inserting the networks,
introducing GenAI, right?

Within the telco different
location, new use cases, right?

With different form of AI,
computer visions, right?

machine learning, data analytics.

- Yeah. One thing that
I love that you said

was AI is a journey and not to rush

and that this is, you know,

still an early adoption
for the telco space.

I feel like we've been
talking about AI so much

and the benefits it can bring

in all of these different areas,

but it's still early on in some instances.

And not to rush that application of it,

to be really strategic about
how we want involve it.

Ian, last time we spoke,
we were talking about

how AI is coming to the network space,

maybe bringing some
self-healing capabilities

to the networks.

And you had some predictions there.

You mentioned in the
beginning that AI was actually

one of the big themes
you were seeing, too.

So since you were at the event,

curious from a research perspective

and from CCS Insight,

what themes and trends did you see you?

Do you want to touch on
anything that Wei mentioned,

or add anything to that?

- So yeah, I mean I think Open Gateway

was clearly one of the massive
initiatives of the show,

as Wei mentioned.

I mean that particularly
driven by the operator side.

I think there was vendor support, too,

but really the operators
were really the main drivers

of that side of things.

AI was everywhere at the show.

What struck me about many of the AI demos

and stands was that
not everything was new.

Like, a lot of the
stuff I'd seen last year

when there were demos on the stand,

but AI wasn't such a big thing.

They didn't have massive AI labels on it.

So for example, I saw a demo

of RAN optimization
orchestrating cells together

to reduce energy uses in the RAN,

but still maintaining a good
enough level of performance.

And that demo I saw last year.

This year I think it
was actually a launch,

and it had AI plastered
all over it in big letters,

but it was there last year, too.

So one of the things about AI is

although it's really high profile

at the show this year,

it's built on a kind of a
long runway of foundations.

This hasn't happened overnight,

it's just that this year

because of what's happened with ChatGPT,

and Anthropic, and Cohere, and Gemini

and all the rest of it,

it's a lot more high profile than it was

a year ago or two years ago.

There was also AI in different
parts of the network.

We toured the RAN optimization piece.

You know, you talk with the BSS/OSS people

and there are people there using AI tools

for revenue optimization,

and maximizing revenue generation.

There's stuff happening
in the operations domain.

There's stuff on the security domain.

One of the things that was
new this year was GenAI

as Wei mentioned.

And what is generative AI?

Well, descriptive API
categorizing information

like categorizing photos
has been around for years.

Generative AI doing things
like large language models,

creating photos, creating videos,

creating fluid text
interactive interfaces,

that is a much newer trend.

But where I saw the
GenAI models being used

was often to democratize knowledge.

So it wasn't doing ChatGPT

and training on the whole of the internet.

It was vendors taking GenAI models,

training them on very
defined data sets about say,

vendor tools or regulatory
requirements, or whatever.

And basically democratizing
the information

and making it something more accessible

to more people than an organization.

So that particularly,

that was happening in the security space,

but not just that.

It was also happening in
the operations domain.

It was happening in a whole
load of different areas.

And I think that was one of
the really interesting things

was seeing that use of GenAI tools

to democratize information.

I chaired a panel at the
SecCon event at MWC this year.

So SecCon is a security
event filled with CISOs.

And AI was the key theme

of that event within an event.

So it's an event within MWC.

And all the sessions were AI focused,

and what was becoming very apparent

was from a security point of view,

GenAI increases the
velocity, the sophistication,

and the quality of those security threats.

Why does that matter on what we're seeing

on private mobile networks and IoT?

Well, if you think about

what are the main benefits

of private mobile networks,

it is that security element around it.

That if you have a dedicated network,

you have total control
over how that behaves.

If you go to a hybrid model

where you're using the
macro network as well,

and you are tying that back
into the enterprise security,

again, a lot of that advantages.

It's not just about the performance

and the reliability
and the predictability.

It's about a security element, too.

And you can see with
those AI based threats,

security's becoming higher
profile in the market.

It's also one of the
other things we're seeing

in the private mobiles network space.

It isn't just the growth
of the hybrid model.

It's also the increasing use of 5G

over older technologies for
private mobile networks.

And that's important because 5G

is a more modern standard

and it has more robust security

than legacy mobile technology.

So there's a benefit there, too.

I think.

The other benefit of 5G

is you can tap into things like REDCap.

So reduce capacity, lower cost 5G devices.

They're still able to
tap into the benefits

of that 5G core network,

and are still able to
use 5G specific spectrum

that isn't available for 4G or 3G,

but they're much cheaper devices.

And that's something we can
see coming down the pipe

based on those 5G standalone roll outs,

which again, was one of
the other things we saw

momentum around at MWC this year,

was this shift to a second wave of 5G.

5G advanced, which requires
a standalone network,

not a non-standalone network.

So it's purely 5G.

It's not using the old 4G core network,

what you have in a non-standalone world.

You're moving onto real 5G, complete 5G.

And I think that was one of
the other trends we're seeing.

And that enables things like REDCap.

And that will give us a greater momentum

in having 5G IoT devices.

5G devices suitable
for private 5G networks

in all kinds of areas.

You know, different form
factors, different cost elements,

different performance profiles.

And that will cause an
acceleration I think

in the private 5G space.

- Great.

You know, I'm not surprised

that you mentioned at the event, you know,

AI was obviously very prominent
all over the show floor,

but a lot of things that
you were seeing were demos

that you saw last year,

or weren't necessarily new things.

I think this industry, you
guys probably both have

experienced it throughout
your years in technology.

We love our buzzwords,

and AI is one of the
biggest buzzwords right now.

But I think what makes it different

from all the other
buzzwords we may have seen

is just all the benefits
you were just mentioning.

It's real, it's not going anywhere.

It's more than just a buzzword.

So excited to see how it
continues to progress.

Like you said, it's not
happening overnight.

So we're going to continue to see more

of these advancements and changes.

But talking out a little
bit outside of AI,

you mentioned second wave
of 5G and other things.

I'm curious because I know at the event,

CCS Insight was also talking about

the private mobile networks report

that you guys recently put out,

which is available on insight.tech.

I'll make sure to provide a
link for any of our listeners

who want to dig deeper into that.

But what were some of

the findings that came out of that report,

and were you seeing any of those

on the show floor actually, you know,

in real life, in real time?

- Yeah, sure.

So we were seeing that momentum

around the hybrid model.

That was very, very noticeable,
I think, at the show.

I think one of the other things

that was striking at the show

in the private mobile network space

was we've still got a very large number

of vendors in the private
mobile network space.

But there's still consolidation happening,

there's pressures happening

and I think there's a kind of momentum

around bigger players in the space.

I think that's one of the
other dynamics we're seeing.

I don't think it's
necessarily flowing through

yet into the numbers behind the report,

but I think it's something

that was very apparent at the show,

and what's happened just after the show

is this shift of consolidation.

This shift to greater scale

in some of the vendors coming through.

This hybrid model is very important, too,

because historically, private
networks were just dedicated.

You put in your core,

you'd put in your equipment.

You'd have some spectrum.

You'd have your devices connecting to it,

and that's what it would be.

And it would be in a factory on a port,

on a logistics facility.

The hybrid model, what that does is

potentially extend

a lot of the benefits to private network

onto a macro network.

Now that could be dedicated spectrum,

say 450 megahertz or something.

Or it could be a network
slice on the macro 5G network.

Now what a network slice is,

is a way for an existing mobile operator

or mobile carrier to have
an end-to-end quality

of service managed experience

that's segregated from other
traffic on the network.

So it has a security segregation as well,

as different quality performance metrics.

That's a characteristic
that's possible with 5G.

Once you have this 5G standalone network.

And as we're seeing operators finally

deploying standalone networks,

finally having 5G calls,

we see increasing opportunity
for this hybrid model.

Now where that's useful is, say,

take that logistics
situation for a second.

You have your logistic hubs,
you have maybe lorry drivers,

or couriers or something
going outside of that.

Maybe you want them to stay
connected to your network

with many of the security
benefits of that.

But you can't have your
private dedicated network

everywhere around the country.

So what you can do is have
your dedicated network

in the logistics hub in that facility,

but when those transportation
workers leave that,

they could be on a network
slice on the macro network.

On the main mobile operators
network infrastructure.

And that's something that,

we're seeing that momentum
around standalone.

We're seeing that momentum
in our data already

around the hybrid model
alongside the dedicated model.

It's one of the big growth
areas at the moment.

And we can see these 5G technologies

enabling that opportunity.

So that will open up
some different dynamics

in the private mobile network space.

- So still no 6G yet out there.

- Plenty of things happening

on 6G at the moment.

It's just, you know, these
things all happen in parallel.

The 6G work is all
happening behind the scenes.

We had the WRC last autumn talking about

spectrum usage of 6G.

The R & D guys are all working on it.

I think one of the things
that's interesting about

the 6G discussion,

which is relevant back to this,

is a lot of the efforts
are to have a 6G standard

that is simpler than 5G.

Because one of the things that
I think everyone's noticed

on the vendor community around 5G is that

there has been this non-standalone
access rollout of 5G,

which is sort of,

it's kind of hybrid 5G and 4G.

But it's being called
5G by all the operators.

And a lot of complexity around that.

And it's slowed down the
availability of real 5G features

where you need that standalone experience.

So one of the things that
that's hitting around

when you talk to people about 6G is

a general consensus to keep 6G simple.

And to only have a
standalone version of 6G.

Because I think everyone in the industry

in the technology space
has been frustrated by

how long non-standalone
access hung around on 5G.

And probably the damage it's done

to people's perceptions of
what 5G technology can do.

So the focus on 6G is we're
just going to do standalone.

- Great, yeah, I agree.

I think with all these technologies

and advancements coming out,

everybody sees how it can make

their lives a little bit more simple.

So that is going to be
interesting how it goes,

and impact some of the technologies

and standards that are going to come out

to make it more simple,

to make it easier for people
to adopt or to access.

I want to change the
conversation a little bit.

We've been talking about all the benefits

that we can get from
these core technologies,

and from the network going forward,

but I think it's interesting to talk about

how we actually get to those benefits.

We talked about the collaboration aspects,

we've alluded a little bit
to the Intel ecosystem.

So Wei, I am curious, you know,

how can companies partner together

and partner with Intel to take advantage

of some of these latest innovations,

and to really be able to get

to network modernization,
edge monetization,

and these AI advancements
we keep talking about?

- We believe it's better
to gather in the journey

of creating journey the connected world

that almost,

we need the different player, right,

across industry to come together.

And this been at the heart
of our ecosystem program.

Like, the network builders program,

that'll be running for close to decade,

as well as the newly introduced
Intel solution builder

just this week in software,

doing embedded work, right?

And the idea is really to
bring the cross domain,

ecosystem partner to come together, right?

So I think couple examples, right?

For a network space, right?

It's a perfect opportunity
for the cross industry

to look at a way to
upscale themselves, right?

By working with their partners,

and at the same time
through the collaboration

help to upscale their workforce, right?

To understand the cross
domain knowledge, right?

Bring the technology in, right?

Adopt the technology.

And are able to hire and
retrain the workforce, right?

So that it will blend
in the technology into

the respective domain.

And it will look and feel

and emit the right KPI as well, right?

Within their own domain, right?

You cannot just look at the
solutions, the cross domain,

try to take it and, and stab it into it,

and make sure that it works, right?

It might be the beginning,

but across different phases,

where you have to blend
into your own needs, right?

So we see a couple
things happening, right?

And Intel's been cultivating, right?

Pushing this forward,
supporting the ecosystem,

making sure that happen, right?

I point back to Ian said.

Earlier example, right?

For private 5G, right?

This is how we see

a pretty strong maturity, right,

of private 5G software.

Our partners from US,

from Europe, from India,
from AsiaPac, right?

They're different pockets
of partners, right?

They come with a pretty
wide selection, right?

So this no longer be just a
big equipment vendors like

Classic Ericsson, Nokia,
Juniper, and so on.

A play field, right?

It is a market that

because of the technologies
of the barrier entry lower,

we see a lot of the innovator coming in,

and over past few years, right?

We see this solution getting
into a form of maturity, right?

So I'm amazed when I stopped by

and my partner both look at

the out of the box experience, right?

The different capacity of the private 5G.

It's just getting better
and better right now, right?

You have this radio distributed 5G call,

network blending right?

And of course,

they will plus AI as the
Ian mentioned, right?

It looks the same last year, now plus AI.

But I was amazed by the maturity

of a different set of solution

that will help the
respective vertical market

player to lower down, right?

Their barriers to entry because
it speak the same language.

Some of the player,

they more tuned towards one
vertical than the other, right?

And it's really to help to
unlock the adoption rate

of private mobility as
a form of connectivity,

just like Wi-Fi over the password

into the system itself.

So we see that happen, right?

It's coming together, right?

This year is way more mature than last,

and every year we just getting
better and better, right?

So we see that happen, right?

And we need this side of the ecosystem

to continue to come up with a solution

to help the industry move forward, right?

One example, right?

We see ecosystem partners
stepping in as well.

Stepping up and stepping
in as well to offer

like telco API gateway, right?

So we have couple partners
coming up from Europe,

US and India, right?

Particularly three pockets
of the country, right?

They're offering
interesting solution, right?

It's a form of API gateway.

And from edge perspective,

we see interesting
things happening as well.

We see some of the edge
verticals, their ecosystem,

they participate at MWC, right?

They're not classic telco, right?

But they come here
because we see the trend

of the edge or IoT verticals.

They are enterprise verticals, right?

They are at the middle of
digitizing their solution, right?

Software defined.

And by de-coupling the
different layer of the solution.

It is the same journey
that we we going through

with telco as well.

How to put it back together, right?

And by putting that together,

when you take it out and
put it back together,

there's opportunity to insert

the right solution they want right

into the software defined, right?

So we're talking about
again, connectivity, right?

Private 5G now have a opportunity

to insert into the software
defined environment.

We see security, right?

Cross domain collaboration,
they're reaching out to Intel,

asking about the software
defined security solution

that can insert into the stack, right?

And then the player figure
out how to integrate

that all together and
it's a better solution.

It's an evolved solution
from the previous one, right?

And we see those trends
happening in retail,

manufacturing, healthcare,

media, entertainment, and so on, right?

It's exciting, right?

So working with the right leader

in the industry is important

because the leader will bring you

the rest of the ecosystem, right?

And Intel is one the leader here, right?

Yeah, we're proud about it, right?

And I would love to share more, right?

When partners say getting
into these journeys, right?

And we always welcome more partners.

Come and knock on the door,
hey, we need help, so yeah.

- Yeah, it's always so powerful

to see that ecosystem

and see how partners can work together

and can work with Intel.

We've been talking about a
lot of different advancements

and solutions going on in this space.

And I think it's clear

that no one partner
organization can be the expert

in all of these different in innovations.

So it's great to see
them leverage on Intel,

and leverage other partners

to really connect the dots

and to bring a bigger solution together,

and to market.

And to, you know,

help with some of these advancements

that we see going.

I know we are running out
of time, but before we go,

I just want to hear from each of you again

if there's any final thoughts

or key takeaways you want
to leave our attendees with,

or you know, where you guys anticipate

the next significant
focus of the network space

or the next challenge to be
over the next couple of years?

So Ian, I'll start with you.

- Sure, so I think

there's a whole lot of things here.

I think, you know, many of these buzzwords

that we hear, all these technologies,

we're still really at the start.

So Open RAN, virtualization RAN,

is still really quite early.

ATT made that massive
announcement in December.

Vodafone in Europe's
got some Open RAN stuff.

In Japan, it's called Open RAN.

But really, it's really right
at the early stages of that.

There's a lot of runway ahead of us.

A lot of opportunity for growth in that.

As you virtualize the RAN,

you alter the hardware infrastructure,

you order the software play.

The vendors can change.

Lots of things happening there.

AI is still very early in the RAN,

and in the core, and
everywhere else as well.

I think the takeaway
I'd have on AI is that

AI has fundamental benefits,

which is why it's been
worked on for so long

before this hype kind of rose.

And I think the key thing
I'd say there is that

if and when, probably more like when,

there is this collapse
in perception of AI,

don't stop working on AI.

It is something that's
going to be important.

It's going to stay important,
it's going to be fundamental

to many different areas for the future.

And I think that's

one of the big takeaways from this.

And then how do you choose

to use AI in your networks

or in your solutions is also important.

It's not always clear where the best way

and how to best to apply it is.

So it's going to be around long term,

even if sentiment moves
against it, you know,

the bubble collapses.

- I'm excited to see that evolution,

and how we'll get there.

And then what will be the next big thing

we'll be talking about,

or how AI will sort of
go behind the scenes.

Wei, is there anything else
that you wanted to add,

or any final thoughts or key
takeaways you have for us?

- I'll probably just hit
three tricky point, right?

I say a lot just now, right?

And to Ian's point, right,

vRAN is making progress, right?

Continue to, it will continue
to make progress, right?

And it's a part of the
network modernization

that will happen, right?

But then do execute

in a more sustainable way as well, right?

Because power consumptions, yeah.

The carbon footprints will
be still top in mind, right?

In everyone's head, right?

That we have to collectively
make it happen, right?

So vRAN continue to make progress, right?

But as execute the network modernization

in more sustainable way, right?

And therefore, whenever every step,

plan it ahead, right?

In terms of adoption rate.

Second, right?

Starting to unlock the
5G business value, right?

I have couple conversations
with the telcos

that some of telcos,

they been telling me that, hey,

if we can't unlock the 5G,

there will not be 6G, right?

It's going to run out the cash, right?

So it is in all best interests, right,

among the telco community to
unlock the business values

for 5G faster.

And telco API, right?

It represent the opportunity, right?

To speed it up, right?

In terms of the path
to monetization, right?

So start with that, right?

And then the third things is

the telco AI adoption journey, right?

The reason I use the word
telco AI adoption journey,

because it is a journey, right?

And it is a journey that helping telco,

becoming a techco right?

Telco been talking
about for quite a while,

becoming a techco by combining

the network modernization, right?

Monetization and AI,

it will help the telcos
that are transforming

become a techco and going
to be an adoption journey.

- Great. Well, I want
to thank you both again

for joining the conversation.

I urge our listeners to
get in contact with Intel.

See how you can partner together.

And also take a look
at some of the reports

out of CCS Insight, like I mentioned.

The recent private mobile networks report

that just came out.

Because we've talked a
lot in this conversation,

but I feel like we've
barely scratched the surface

of what's going on and
what's still to come.

So dive deeper into some of those reports

to see what other innovations
and trends are happening.

And you know, again, thank
you both for joining us.

So until next time, this
has been the IoT Chat.

(upbeat music)