WEBVTT

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More and more are looking at AI

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as an opportunity to increase revenue,

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not just drive efficiencies.

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Ana Paula, it's wonderful
to see you again.

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Hey, Vikas, great to be
with you in Davos again.

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Yes, indeed.
Another year.

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And congratulations on all the success

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that IBM's been having.
Thank you so much.

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Thank you. It's been a great run.

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It has indeed,

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and when we got together last time,

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we were talking about AI,

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and I'm curious to get your sense.

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So, as you look forward,

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what are some of the key trends

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that you're seeing with respect to AI?

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It's very interesting to see.

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So, companies are now clearly shifting

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from experimentation to scaling AI,

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so I think that's point number one.

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Yes.
Point number two,

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more and more looking at AI

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as an opportunity to increase revenue,

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not just drive efficiencies.
Yes.

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In fact, we conducted a research

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with 2,000 C-suite executives.

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Hm.

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And 78% of them said that AI
is going to be a game changer

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in revenue growth.

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In revenue growth?
In revenue growth,

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compared to about 40% in 2023.

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So, you're seeing really
the focus shifting.

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Now, on the other hand,

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and I think that's where our partnership

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can help a lot of the companies,

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is they really don't understand exactly

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how that is going to happen, right?

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It's going to be new services,

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it's going to be new products,

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it's going to be new demand
that is going to be created.

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So it's still not clear on how,

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but understanding that the technology

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can really unlock tremendous
value on the top line.

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Hmm, that's really a significant shift

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from what it was.
It's a significant shift

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from two years ago,

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basically.
Yeah, yeah, indeed.

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And we're also hearing,

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and I'd love your thoughts,

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I think there was a major
announcement that IBM made

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around digital sovereignty.
Right.

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So, curious to get a sense
of what are you seeing there?

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What are the opportunities?

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I am actually impressed

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by all the conversations I've
had here at Davos so far,

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one day and a half.

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And the topic of digital sovereignty

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was in pretty much every
discussion that I had.

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More and more companies

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are worried about how
they control their data,

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how they drive resiliency
of their IT infrastructure,

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how they comply with regulations.

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And when companies

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are approaching the digital
sovereignty strategy,

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they are normally grappling
with three challenges.

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First, replicability.

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So, I developed a stack
that works in Europe,

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how I make sure that it
works in the United States?

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How I make sure that it works in Brazil?

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So on and so forth.

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Many companies, more and
more becoming globalized.

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The second aspect is
the auditability, right?

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So, how can you
demonstrate to your client,

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to your regulator,

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that everything that
you're saying you're doing

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is actually happening, right?
Yeah.

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So, the the documentation

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of the work that you are providing.

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And finally, the third element

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is how you have control

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of your IT and your data

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without sacrificing speed of innovation,

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right?
Right.

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So, it's all about how
you bring more automation

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to your capabilities,

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how you define disciplines
around your IT environment

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that allow you to deploy applications

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and workloads with speed,

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without losing control
of your infrastructure

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and of your data.

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Ana Paula, you mentioned partnerships,

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Right.

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And we are lucky enough

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to have a very strong partnership

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Absolutely.
with IBM.

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I'm curious, how do you
think about partnerships

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and the ecosystems

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as being an important enabler
as organizations adopt AI?

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Yeah, so that was another
very interesting finding

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in the survey, right?

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I mean, almost 2/3 of the
companies that we surveyed

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believe that it's impossible
for you to get true value of AI

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without partnerships and
without building ecosystems.

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And I think what we have done together,

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starting with our client zero story,

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which is really how IBM
is the first implementer

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of the technologies that we provide

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and how we are driving value
to not only our company,

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but our clients,

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and how we scale that knowledge
that we're building together

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to the market,

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I think it's a perfect example

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of how companies want to
collaborate in the marketplace,

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because we all know that this
is an ecosystem game, right?

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You cannot have all the capabilities

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within the walls of your organization.

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Right.
So,

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creating those ecosystems
and working with partners

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that have the same values that you have,

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that understand your business,

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that understand your challenges,

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I think is going to be
really the path for success.

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Ana Paula, thank you so
much for your insights

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and for your partnership.

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Thank you so much, Vikas. A pleasure.

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(logo humming and chiming)