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  • >> SiliconANGLE Media presents...

  • theCUBE!

  • Covering AlibabaCloud's annual conference.

  • Brought to you by Intel.

  • Now, here's John Furrier...

  • >> Hello everyone, welcome to Silicon Angle's theCUBE here on the ground, in Hangzhou, China.

  • We're here at the Intel Booth as part of our coverage, exclusive coverage of Alibaba Cloud

  • Conference here in the cloud city.

  • I'm John Furrier, the co-founder of SiliconANGLE, Wikibon and theCUBE.

  • And I'm here with CJ Bruno, who is the Corporate Vice President and General Manager of Global

  • Accounts of the sales and marketing group at Intel.

  • That's a mouthful but basically you run a lot of the major accounts, you bring a lot

  • of value to Intel Supplier to these big clouds.

  • >> I do, John.

  • We look after our top 20 or so largest partners and customers around the world.

  • Amazing like Alibaba, edge to cloud enterprises, deep rich engagements, just an exciting, exciting

  • time to be in the business with these big customers.

  • >> And there's no borders to the cloud so its not as easy as saying PC, like people

  • might think of Intel in the old days.

  • You guys have these major cloud providers, there's a lot of intel inside so to speak

  • but that value is enabling a new kind of functionality.

  • We're hearing it here at the show.

  • >> You are.

  • We work together with partners like Ali, in the area of such big artificial intelligence

  • development, big data analytics and of course, the cloud.

  • We've been working with them for over 12 years now and you can see the advancements and the

  • services that they're providing to their customers, not only domestically, here in China but on

  • a global stage as well.

  • >> Its interesting, Intel, you've been working with these guys for 12 years, what a journey,

  • from an entrepreneurial 12 guys in a dorm room, or an apartment for Jackie Ma, that

  • he talks about all the time, to now the powerhouse.

  • What's it like, because these guys have an interesting formula going on here.

  • They're bringing culture and art, with science, kind of sounds like Steve Jobs, technology

  • meets liberal arts, bringing a cultural aspect.

  • How far have they come?

  • Give us some insight into where they've come from and where you think they're going.

  • >> Its amazing, Jack Ma, yesterday in his keynote, talked about this event eight years

  • ago.

  • 120 people, John, we're standing amongst 60,000 or so, in this event today, just eight short

  • years later.

  • Its amazing what they've been able to do.

  • They're driving innovation, this is not a copy economy, it's an innovation economy.

  • They invest, very high-degree of technical acumen.

  • Willingness to break barriers, try things people have not.

  • Fail fast and correct.

  • Take risks.

  • They're entrepreneurs at heart, they're technologists in their bloodstream and they really invest

  • to win.

  • >> You guys are supplying.

  • We talked to people who talk about Photonics, Deeraj Malik, who's really going deep on these

  • pathways around.

  • Some of the Intel innovations, some of it's like wow, mind-blowing.

  • The other end is just practical stuff, making it easier, faster, simpler to run things.

  • IoT, their big use case, I mean you can't get any more sexier than looking at a city

  • cloud that's actually running the city with traffic and all those IoT devices, so what

  • is the big thing that you guys do for Alibaba?

  • Talk about that journey because its not one thing, what is it?

  • What is the magical formula?

  • >> Sure, of course, first off we deliver, we think, world-class ingredients to their

  • world-class cloud.

  • And enable them to deliver amazing services to their customer, at the base level.

  • But we really work together to solve societal problems.

  • Look at the precision medical cloud that we announced last April together, John.

  • Genome sequencing, solving people's cancer problems, in a matter of days, instead of

  • months.

  • Just one example of the real use case that we bring these technologies to bear on and

  • have an amazing influence.

  • We work on them with the Tenatchi Medical Imaging Competition.

  • 3,000 entrants competing to see who can identify lung cancer quickest, and we have some winners

  • selected, just this week.

  • So these things are real, taking this technology, solving real life problems, and business problems,

  • around the globe.

  • >> And its not just the big, heaving lifting technology that moves the needle, like you

  • were mentioning but its also the micro technologies, like FPGA, you guys have got lot of things.

  • This is like the new Intel, so I'd love to get your thoughts, if you can just take a

  • moment to share the journey that Intel is on right now because you gave a talk yesterday,

  • a kind of a keynote, onstage.

  • What is the Intel journey right now look like?

  • >> We're transforming ourselves from a PC centric company to a company that runs the

  • cloud and powers countless numbers, billions and billions of smart-connected devices.

  • That's a big journey we're on.

  • We've diversified our business significantly in a five year period, John.

  • Driving our data-center business, our IoT business, our programmable logic business

  • as you said, our friends from former Alterra are now two years inside Intel.

  • Our memory business, our NSG technologies, 3D NAND Optane, driving breakthroughs in SSDs

  • and of course new technologies that we're exploring, like drones and neuromorphic computing,

  • making sure we never miss the next big thing.

  • >> I've been following Intel for 30 years of my career and life, as an initial user-developer

  • and now in the media.

  • It's interesting, Intel has never done it alone, it's always been part of the ecosystem.

  • You have brought a lot of goods to the party, so to speak, in technology, Moore's law and

  • the list is endless.

  • Now is an end to end game but you look at 5G for instance, you kind of connect the dots,

  • put a radio frequency cloud over a city and you got to run the IoT devices like a city

  • brain, they're showing here.

  • You got to tie it together with programmable arrays, it's a hardware thing but now the

  • software guys are doing it.

  • You've got cloud native with the Linux Foundation, that's DevOps.

  • You've got data centers that are 10 to one silicon to the edge, this is a wide opportunity,

  • how do you guys make sense of it to customers?

  • Because its a complex story.

  • >> It is John, look, we're the ultimate ingredient supplier.

  • We're bringing forward technologies in artificial intelligence, in 5G, in VR and AR, areas that

  • are just autonomous everything.

  • Autonomous driving in particular.

  • These are big investment areas we're driving into that require an enormous amount to compute,

  • storage, networking, connectivity and we're making the investments to make sure we're

  • critical partners with our customers, in all those huge growth areas.

  • Making us a big growth company now.

  • >> I had a great conversation with Dr. Wong, who's the founder of Alibaba Cloud, he's on

  • the Technology Steering Committee for Alibaba Group and yesterday they just announced a

  • 15 billion dollar investment over three years for FinTech, across the board IoT, AI, collaborate

  • with scientists as well as artisans.

  • This is a big deal.

  • >> It is John, this is exactly an example of what I mentioned earlier.

  • These guys invest to win and they have a will to win.

  • And they want to pioneer and they want to innovate and they put their money where their

  • mouth is, in that announcement, its pretty exciting.

  • >> So the cloud serves quite a market, doing really well.

  • Your global accounts are doing well, certainly in Asia and People's Republic of China, PRC,

  • as you guys call it, extremely well but now there's a Renaissance in cloud in general,

  • so we're expecting to see a lot more cloud service providers, maybe not as big as Alibaba

  • but Alibaba is going to start getting customers that become SaaS companies, that's technically

  • a cloud service provider if you think about it, if they have an application, how do you

  • look at that mark?

  • >> We see what is known as the super seven in the industry, the large folks, both US

  • based and China based but then we've identified the next 60-70 next wave CSPs that are growing

  • vibrantly around the globe and there's a long tail of another 120 that we're interacting

  • with.

  • You're absolutely on point, an exploding area.

  • Significant double-digit growth for years to come and just solving, big, big life and

  • business problems.

  • >> So at SiliconANGLE also silicon is in the name and Wikibon Research is really big in

  • China, here, interesting dynamic that's happening here with the data and the software and was

  • brought up with Dr. Wong about the IoTs, kind of a nuanced point but I want to get it out

  • for the folks watching that you're going to start to see new compute at the edge because

  • data is now the currency of the future.

  • It needs to flow, it's like water but at the edge it can be expensive, low latency that

  • table stakes that everyone wants to get to.

  • You're going to see a lot more compute or silicon at the edge of network.

  • Internet of things coming, your view on that?

  • >> There's no question John, that's exactly the way we see it.

  • The time to get the data back to the long-haul data center, is very expensive and very challenging

  • and requires an absolute redo of the network.

  • We're moving to compute closer and closer to the data, of course, the cloud remains

  • a vital, vital part of that but we move that compute capability closer to where the data

  • is sensed, you can analyze it quicker, you can make faster decisions and you can implement

  • those decisions at the edge.

  • >> CJ, final question for you, obviously Alibaba, big part of their growth strategy is going

  • outside mainland China, obviously doing very well here, not to knock them there but great

  • opportunity to go into the global marketplace, specifically North America.

  • That's going to put more competition, competition was good but it's also going to require more

  • growth.

  • How are you helping Alibaba and how does your relationship at Intel expand with Alibaba?

  • >> We work with Alibaba, not only on the technical front of course but on their go-to-market

  • plans, on ecosystem development plans and even some business models.

  • We do that across our entire customer and partner base, John.

  • We're seeing this explosive growth in cloud and being able to work with our partners on

  • all four of those fronts; technology development, ecosystem development, business model development,

  • are obviously a benefit to both of us.

  • >> Alibaba is going to need some help because you know its competitive, Amazon had a nice

  • run for a while, Microsoft nibbling at the heels, Google and now Alibaba coming in.

  • Competition is good.

  • >> We're proud to call all those innovators our customers and we work hard everyday to

  • earn their business.