Erez Sverdlov, Nokia (00:20):
The market demands the fastest speeds, lower latency and massive scalability that only modernized 5G core can deliver. This fuels new revenue streams from enhanced mobile broadband, ultra reliable, low latency communication for industrial IoT and massive machine type communication for smart cities. Furthermore, cloud native 5G cores offer greater agility, automation, and operational efficiency leading to significant cost saving and faster time to market for new services. Competition and the need to offer innovative services are also key drivers.

Grant Lenahan, Appledore Research (01:04):
I think the market drivers really come down to the changing perspective of telco's in the industry in the world. In the past, they have essentially moved data, voice, other things from point A to point B, typically to a telephone or a computer or video device. We're now in the world of digital services and digital services are serving many, many industries. We have the rise of public cloud. We have the rise of digital supply chains. We have the rise of healthcare and smart cities, and these opportunities are ours, but they require a far more flexible infrastructure and a far more decentralized infrastructure,

Phil Cutrone, HPE (01:51):
Just like in prior generations. 5G is just a competitive requirement for the telco operators. However, there's more than that and it comes down to being cloud native architectures and infrastructure being deployed. So when I start to think about the demand pushing more core workloads out there, it's a matter of we've had virtualization, now we'll move into containerization or cloud native for the portability of applications, and then even think about government influences where there's a digital motion or move to digitize a particular country. And there's investments going in, so I don't want to call it mandates, although in some cases it's almost as that much in smart influence. And then finally, efficiency and sustainability. So when you think about the power consumption of servers of the past and the power consumption of the servers of today and the performances they deliver, in some cases you can get 10 servers to one server today deploying in that infrastructure. So driving a lot more efficiencies for a telco operator.

Safy Fishov, AMD (02:54):
Now that most of the edge is built out in telco networks for 5G, the demand for data and throughput for applications like ai, for applications like gaming and video on demand has caused a huge increase in throughput requirements. In order to meet those requirements, telcos today have to go through a real network and data center modernization that requires them to move from today's virtualized network to really a cloudified network. Many of them are out of space, they are out of power. And in order to meet those data demands, they're really going to have to go through this modernization process of moving everything from a virtual network to a cloud-based network. And finally, there's a huge driver on sustainability. Customers are demanding it. Governments are demanding it, and it's becoming financially unsustainable to not have a network that's really eco-friendly.