WEBVTT 0ee4beec-1917-4b93-a710-9613c2cb82ae-0 00:00:00.280 --> 00:00:02.480 Anna Paula, thank you for being here. 2d8433c7-ffc8-44a5-921c-b48a5bcfd736-0 00:00:02.480 --> 00:00:04.480 Really excited to have this conversation with you. a8a6a0a7-ad55-40e0-b3e2-d4d85df0c35e-0 00:00:04.640 --> 00:00:06.040 Thank you, Vikas for the invitation. 7f766d7a-1de8-41c4-905f-d794526e1ce3-0 00:00:06.040 --> 00:00:06.720 Great to be here. 6b44ef54-fa68-4571-8750-b51c95edc127-0 00:00:07.400 --> 00:00:11.146 As we're wrapping up WEF 2025, what have been some of the key 6b44ef54-fa68-4571-8750-b51c95edc127-1 00:00:11.146 --> 00:00:15.074 themes that you've heard in the course of the discussions you've 6b44ef54-fa68-4571-8750-b51c95edc127-2 00:00:15.074 --> 00:00:15.920 had this week? 085728a7-5e5d-4fa6-932c-7bfbc710b388-0 00:00:16.160 --> 00:00:19.080 You know, it's very interesting because this is my fourth Davos. ed312f1a-34d2-4a61-a2e3-afa62c36cebd-0 00:00:19.320 --> 00:00:22.543 The first one that I came, it was all about crypto, crypto, ed312f1a-34d2-4a61-a2e3-afa62c36cebd-1 00:00:22.543 --> 00:00:22.920 crypto. cf1abab3-c417-42d4-9913-3671e428532a-0 00:00:23.240 --> 00:00:27.776 The second one that I came was all about the metaverse and the cf1abab3-c417-42d4-9913-3671e428532a-1 00:00:27.776 --> 00:00:29.720 third one was all about AI. 2229c635-3215-4297-96d0-513fe849e029-0 00:00:30.200 --> 00:00:31.840 And the fourth one is all about AI. 0f5c5935-6bb2-487c-9ca8-e15764ee26d8-0 00:00:32.040 --> 00:00:35.661 So I think that it's, it's very clear that now leaders 0f5c5935-6bb2-487c-9ca8-e15764ee26d8-1 00:00:35.661 --> 00:00:39.480 understand the impact that technology is going to have in 0f5c5935-6bb2-487c-9ca8-e15764ee26d8-2 00:00:39.480 --> 00:00:40.600 their businesses. 00064cd8-a34c-4dce-813b-46da64f9826b-0 00:00:40.960 --> 00:00:45.370 But looking at it from a much more thoughtful perspective, how 00064cd8-a34c-4dce-813b-46da64f9826b-1 00:00:45.370 --> 00:00:47.400 can I really get ROI from AI? 75690af3-4dcb-49c5-928d-15caf03b7a4c-0 00:00:47.400 --> 00:00:50.592 How can I make sure that I minimize impacts around 75690af3-4dcb-49c5-928d-15caf03b7a4c-1 00:00:50.592 --> 00:00:54.723 compliance, security. The aspect of sustainability of AI, lots of 75690af3-4dcb-49c5-928d-15caf03b7a4c-2 00:00:54.723 --> 00:00:58.855 discussions around the impact of energy consumption on AI and the 75690af3-4dcb-49c5-928d-15caf03b7a4c-3 00:00:58.855 --> 00:01:02.610 developments that we'll have to do around that and a lot of 75690af3-4dcb-49c5-928d-15caf03b7a4c-4 00:01:02.610 --> 00:01:05.240 conversations around the quantum as well. 1c47f267-1a28-400e-9125-eb62940b82d0-0 00:01:05.240 --> 00:01:08.877 So I think that those are themes that are becoming really part of 1c47f267-1a28-400e-9125-eb62940b82d0-1 00:01:08.877 --> 00:01:12.240 how companies are thinking about their future going forward. 3a97df0a-1cef-48bc-87ae-412d13572b67-0 00:01:12.560 --> 00:01:16.389 And speaking about quantum, Ana Paula, IBM is a leader in 3a97df0a-1cef-48bc-87ae-412d13572b67-1 00:01:16.389 --> 00:01:19.360 automation, in AI, and quantum technologies. f703bb98-e145-4d4b-b593-f2da0faf15dd-0 00:01:19.520 --> 00:01:23.267 What can leaders expect to see from IBM from a technology f703bb98-e145-4d4b-b593-f2da0faf15dd-1 00:01:23.267 --> 00:01:26.240 perspective in the course of the coming year? efe036d5-7ca1-4de2-86ba-b74d694be81d-0 00:01:26.280 --> 00:01:29.000 We continue to be very committed to our road map. 15234937-bae8-4e8e-85e0-7deffa7af2f6-0 00:01:29.840 --> 00:01:33.470 Our target right now is by the end of this decade you have 15234937-bae8-4e8e-85e0-7deffa7af2f6-1 00:01:33.470 --> 00:01:37.040 quantum with capacities of 100 million gates for example. 931b3e8e-5dac-4c7b-9d1e-3c8c8e11dc41-0 00:01:37.040 --> 00:01:40.637 And that is really what is going to allow quantum utility to 931b3e8e-5dac-4c7b-9d1e-3c8c8e11dc41-1 00:01:40.637 --> 00:01:41.640 become a reality. 6f059b05-6c1a-4754-890e-664d240ced86-0 00:01:41.920 --> 00:01:45.290 And Vikas, the reality is that in the past few years we have 6f059b05-6c1a-4754-890e-664d240ced86-1 00:01:45.290 --> 00:01:48.440 been delivering every milestone of our quantum road map. b93b04df-2908-470c-b00c-7641cc6ecc33-0 00:01:48.440 --> 00:01:51.400 So that, you know, that continues to be our commitment. 253b5433-6d3f-482d-9df2-9d83aee8d929-0 00:01:51.560 --> 00:01:54.640 We have recently announced the expansion of our quantum 253b5433-6d3f-482d-9df2-9d83aee8d929-1 00:01:54.640 --> 00:01:56.400 infrastructure around the world. 5c7f8026-3738-44a8-a4b1-287fa9006486-0 00:01:56.680 --> 00:02:00.146 We opened the quantum data center in Ehningen this year in 5c7f8026-3738-44a8-a4b1-287fa9006486-1 00:02:00.146 --> 00:02:03.320 the great partnership with the government of Germany. 2d16ec81-37db-4b67-ac3e-ab4ae8cd5277-0 00:02:04.080 --> 00:02:07.934 And so I think that we are going to continue to see a lot of 2d16ec81-37db-4b67-ac3e-ab4ae8cd5277-1 00:02:07.934 --> 00:02:11.536 evolution in terms of quantum hardware, quantum tools to 2d16ec81-37db-4b67-ac3e-ab4ae8cd5277-2 00:02:11.536 --> 00:02:12.800 develop application. ca5bb9f2-02cd-4543-a119-17bac2f23d49-0 00:02:13.600 --> 00:02:16.854 And finally, one area that is becoming more and more a source ca5bb9f2-02cd-4543-a119-17bac2f23d49-1 00:02:16.854 --> 00:02:19.845 of concern is how you prepare your data for a quantum, a ca5bb9f2-02cd-4543-a119-17bac2f23d49-2 00:02:19.845 --> 00:02:22.575 quantum moment when cryptographies can be broken by ca5bb9f2-02cd-4543-a119-17bac2f23d49-3 00:02:22.575 --> 00:02:23.520 quantum computers. c768808a-55f2-4bbb-8dd9-1989e2972ff3-0 00:02:23.680 --> 00:02:26.937 So there is a lot of investment as well in us helping clients to c768808a-55f2-4bbb-8dd9-1989e2972ff3-1 00:02:26.937 --> 00:02:30.044 assess their data, the exposure that they might have for that c768808a-55f2-4bbb-8dd9-1989e2972ff3-2 00:02:30.044 --> 00:02:32.200 scenario, and how we can prepare for that. 43ec8e19-0466-434a-a336-93d22390c9a9-0 00:02:32.680 --> 00:02:37.613 Ana Paula, you spend your time with business leaders in Europe 43ec8e19-0466-434a-a336-93d22390c9a9-1 00:02:37.613 --> 00:02:41.920 in particular, helping them get value from technology. 61d498f8-3e9c-48e5-8d3d-1810d08d1dc1-0 00:02:42.280 --> 00:02:45.400 What are some of the themes that you've been hearing from them? 5472f4c8-0d4d-4036-9602-0a1912e0fa28-0 00:02:45.400 --> 00:02:48.333 What would be some of the advice that you would have for a 5472f4c8-0d4d-4036-9602-0a1912e0fa28-1 00:02:48.333 --> 00:02:51.515 business leader that's looking to get the maximum that they can 5472f4c8-0d4d-4036-9602-0a1912e0fa28-2 00:02:51.515 --> 00:02:54.200 from their technology deployments in the coming year? 2c3389f7-784e-42db-8cba-951128ff0ff3-0 00:02:54.440 --> 00:02:58.076 Well, the reality is that the IT environments have become 2c3389f7-784e-42db-8cba-951128ff0ff3-1 00:02:58.076 --> 00:03:01.962 extremely complex and while a few years ago people were still 2c3389f7-784e-42db-8cba-951128ff0ff3-2 00:03:01.962 --> 00:03:05.598 a little bit doubtful if hybrid cloud was going to be the 2c3389f7-784e-42db-8cba-951128ff0ff3-3 00:03:05.598 --> 00:03:08.984 architecture of the future, I think that today we can 2c3389f7-784e-42db-8cba-951128ff0ff3-4 00:03:08.984 --> 00:03:11.680 absolutely state that this is the reality. ca48cf6a-ccde-41fe-bf9a-5390b8d0fb1a-0 00:03:11.680 --> 00:03:15.833 We have applications running in multiple clouds, in on-premises ca48cf6a-ccde-41fe-bf9a-5390b8d0fb1a-1 00:03:15.833 --> 00:03:19.857 environments. And what companies are looking for right now is ca48cf6a-ccde-41fe-bf9a-5390b8d0fb1a-2 00:03:19.857 --> 00:03:23.945 ways to make it more effective, cost effective, and simpler to ca48cf6a-ccde-41fe-bf9a-5390b8d0fb1a-3 00:03:23.945 --> 00:03:24.400 manage. bc673cdc-1fd0-488b-81cd-5e1599454780-0 00:03:24.400 --> 00:03:27.775 So I think that we have been advising a lot clients in that bc673cdc-1fd0-488b-81cd-5e1599454780-1 00:03:27.775 --> 00:03:31.150 sense and providing technologies that help them have better bc673cdc-1fd0-488b-81cd-5e1599454780-2 00:03:31.150 --> 00:03:34.076 visibility of their IT environment and make it more bc673cdc-1fd0-488b-81cd-5e1599454780-3 00:03:34.076 --> 00:03:34.920 cost effective. 791222d9-01c8-4ea2-91b5-ef73c8231f2d-0 00:03:34.920 --> 00:03:38.421 So that that's point number one. Point number two, clients have 791222d9-01c8-4ea2-91b5-ef73c8231f2d-1 00:03:38.421 --> 00:03:41.868 already realized that for them to get true benefit of AI, they 791222d9-01c8-4ea2-91b5-ef73c8231f2d-2 00:03:41.868 --> 00:03:44.440 have to have, they have to use their own data. ba57f1e0-b4d5-48dd-9f1c-f25687a1c6ff-0 00:03:44.920 --> 00:03:48.602 So having the data ready, you know, governance of how they ba57f1e0-b4d5-48dd-9f1c-f25687a1c6ff-1 00:03:48.602 --> 00:03:52.596 are, you know, using their data to tune the models to make them ba57f1e0-b4d5-48dd-9f1c-f25687a1c6ff-2 00:03:52.596 --> 00:03:55.841 more specific to their applications is another area ba57f1e0-b4d5-48dd-9f1c-f25687a1c6ff-3 00:03:55.841 --> 00:03:58.400 that you're seeing significant progress. 7c632ff1-0b64-4ae1-9a8f-bdabe3dd599b-0 00:03:58.680 --> 00:04:02.533 And finally, I think that the great evolution of AI going 7c632ff1-0b64-4ae1-9a8f-bdabe3dd599b-1 00:04:02.533 --> 00:04:06.718 forward is going to be on the topic of agentic AI, where AI is 7c632ff1-0b64-4ae1-9a8f-bdabe3dd599b-2 00:04:06.718 --> 00:04:10.239 going to be used really to automate workflows inside 7c632ff1-0b64-4ae1-9a8f-bdabe3dd599b-3 00:04:10.239 --> 00:04:14.425 companies, eliminating a lot of inefficiency and giving people 7c632ff1-0b64-4ae1-9a8f-bdabe3dd599b-4 00:04:14.425 --> 00:04:18.278 more time to focus on, you know, value adding activities, 7c632ff1-0b64-4ae1-9a8f-bdabe3dd599b-5 00:04:18.278 --> 00:04:21.799 creating new products, innovating for their clients. cda680b3-2c31-4e90-9dc2-93726528c142-0 00:04:23.200 --> 00:04:23.640 Terrific. 020c0a54-aa2e-4047-b9f2-b704d4df8248-0 00:04:23.880 --> 00:04:28.622 One last thing, switching gears a little bit. What would give 020c0a54-aa2e-4047-b9f2-b704d4df8248-1 00:04:28.622 --> 00:04:32.600 you the most hope and optimism for the coming year? 3ed33142-05f7-4274-9623-e714d8045beb-0 00:04:33.960 --> 00:04:37.780 I think we're living in a moment where there is a very clear 3ed33142-05f7-4274-9623-e714d8045beb-1 00:04:37.780 --> 00:04:41.600 understanding of what technology can do to progress society. 2f1bfc26-589e-42c9-b2fd-ced39b52e1c4-0 00:04:41.840 --> 00:04:45.551 So we need to continue to be making those investments, but at 2f1bfc26-589e-42c9-b2fd-ced39b52e1c4-1 00:04:45.551 --> 00:04:48.544 the same time, we have to balance innovation with 2f1bfc26-589e-42c9-b2fd-ced39b52e1c4-2 00:04:48.544 --> 00:04:50.640 responsibility and sustainability. d59fb9ba-b29c-4b31-81b4-d989744f0498-0 00:04:51.320 --> 00:04:56.040 We cannot, you know, take those elements out of the equation. 4930903b-30a3-4a3b-b60b-36b42b904ee0-0 00:04:56.480 --> 00:04:59.840 And I think that this is what we're going to be continuing to 4930903b-30a3-4a3b-b60b-36b42b904ee0-1 00:04:59.840 --> 00:05:03.147 focus on at IBM. Making sure that we have innovation, but at 4930903b-30a3-4a3b-b60b-36b42b904ee0-2 00:05:03.147 --> 00:05:05.803 the same time that it's responsible. Responsible 4930903b-30a3-4a3b-b60b-36b42b904ee0-3 00:05:05.803 --> 00:05:06.400 innovation. 5c7a9d1f-e39b-48f9-9d27-78d21b8bb871-0 00:05:06.400 --> 00:05:07.040 Yes. f677df74-b9d2-4d31-8849-d1e369ea01a8-0 00:05:07.040 --> 00:05:08.760 Ana Paula, thank you so much for your time. 3dafb56c-af44-4efc-9af5-36649be98871-0 00:05:08.760 --> 00:05:09.440 Really appreciate it. 76d91824-6b27-49bd-8f4b-8098f36f6fb9-0 00:05:09.440 --> 00:05:10.120 Thank you, Vikas.