 brilliant cloud community and welcome back to AWS re-invent where we are live all day, every day from the show floor here in Las Vegas, Nevada. I'm Savannah Peterson, joined by my beautiful co-host, Lisa Martin here on theCUBE. Lisa, you're smiling, you're radiating. Day three, you would think it was day one. How are you doing? Amazing, I can't believe the energy that has been maintained on the show floor since Monday night at 4 p.m. I know and I kind of thought today we might see some folks trickling out. It is packed, as our guests and I were, we were all just talking about right before the segment, almost two-packed, which is a really great sign for AWS. It is, we're hearing more than 55,000 people here and of course we only get a little snapshot of what it really is. Literally this quarter. We don't get to see anything else around the strip that's going on, so it's massive. Yeah, it is a very massive, I'm super excited. We've got two guests from Infosys with us on this last segment from this stage today. David and I, welcome to the show, how you doing? Awesome. I'm so smiling and I am really excited. We have our first prop of the show and it's a pretty flashy, sexy prop and on. What's going on here? Oh, so this is something that we are very proud of. Last year we won one award, which was very special for us because it was our first award with AWS and that was the industry partner of the year award and on the back of that this year we won three awards. This is super awesome for us because all of them are very special. One was in collaboration, second was in design and third was in sustainability. So we are very proud and we thank AWS and it's a fantastic partnership. Yeah, congratulations. Yes, I mean that's huge. Yes, it's absolutely huge and the second one is we are the launch partner for MSK, which again is a very proud thing for us. So I think those are the two things that we wanted to talk about. How many awards are you going to win next year then? We want to target more than three. Keep it going up. Probably five right? I love that. So it's the odd numbers, one, three, five, seven, 10. There you go. I think we got that question last year and we said we get two and we ended up over delivering with three, so who knows? Hey, nothing wrong with setting the bar low and clearing it and I mean not setting it low and setting it with one and clearing it with three. It's pretty fantastic. Yes. We talk about it as an ego thing sometimes with awards and it feels great for internal culture but David what does it mean on the partnership side when awards like that? So what's really important for us with our partners is to make sure that we're achieving their goals and when their goals are achieved in our partnership it's just a byproduct that we're achieving our own with our clients. The awards are a great representation of that to see again being recognized in three different categories really shows that we've had success with AWS and in turn a non-nike can attest to it. We've been very successful with the partnership on our side. Yeah, and I bet it's really exciting for the team. Just speaking for energy are your team's goals, yeah. And their celebration, you know, there's been a few cocktails being raised. In Las Vegas? Cocktails? Shocking. I was shocked, I know. I wouldn't mind one right now to be really honest. Let's dig into the product a little bit. Infosys Cobalt, what's the scoop not? Oh yeah, so first of all we were the first ones to actually launch a cloud brand called Cobalt, we are the first ones in the world. In fact, one of our competitor followed us soon after. So essentially what we did was we brought all our cloud offerings into one brand called Cobalt. It becomes very clear to our customers on what our proposition is. It is very consistent to the market in terms of what our narrative is. And it's a little easy for our customers to understand what we bring to the table. So Cobalt is not one product or one platform. It's a set of services, solutions, and platforms that we bring to accelerate customer journey where they are leveraging clouds. So that's what Cobalt is. Awesome, everyone wants to do everything fast? Yes. And the booth was packed, I walked by earlier. It was absolutely buzzing. Yeah, nobody wants to do, you know, wants less data, slower. Yes. It's always more faster. More faster. And we're living in this explosion unlike anything, this swarm of data, unlike anything that we've ever seen before. Every company, regardless of industry, has to be a data company. Yes. But they have to be able to work with the right partners to extract, first of all, harness all that data, extract insights in real time, because of course on the consumer side, we're not patient anymore. Yes. We expect a personalized, real-time, custom experience. Absolutely. How do you work with AWS to help deliver that? And how do the partners help deliver that as well? Well, I'll start with on the partner side of it. You walk through the hallways here or down the aisles, you see partners like MongoDB, Snowflake, Databricks, and such. They're all attesting their commitment and their strong partnership with AWS. And coincidentally, they're also very good partners of our own. And as a result. One big happy family here at AWS. Yes. And this is something that I'm calling, coined the phrase sub-ecosystems. These are partnerships where one is successful with each other and then the three come together and we go together with an integrated solution. And it's really taking off. It's something that's really powerful. The fun thing about re-invent here is that we're having amazing discussions with our clients and AWS, but we're also having it with the other partners here about how we can all work together. So, and data analytics is a big one. Security is another hot one. Security is huge. Yeah. Cos optimization. Probably the third. Absolutely. And Ruba was saying this, right? Ruba said, like she was giving an example of a marathoner. Marathon is not a single man on a single woman sport, right? So similarly, cloud journey is a team journey. So that's where partners play a big role in that. And that's exactly what we are trying to do. So you guys get to see a lot of different companies across a lot of different industries. We're living in very interesting times. How do you see the cloud evolving? Oh yeah. So what we did when we launched Cobalt in 2020, we have now evolved our story. We call it Cobalt 2.0. And essentially what we wanted to do was to focus on industry clouds. So it's not just about taking a workload and doing it from point A to point B, or moving data to cloud, or getting out of data centers, but it's also being very specific to the industry that this specific customer belongs to, right? So for example, if we go to banking, they would say we want to better our security posture. If you go to a retailer, they want to basically have smart stores. If we go to a manufacturing customer, they want to have a smart factory. So we want to make sure that there are specific industry blueprints and specific reference architectures that we bring and start delivering outcomes. So we call it something called- I know you're hot on business outcomes. Yes, yes. So we call it something called the link of life forces. So there are six technologies, cloud, data, edge, IoT, 5G, and AI. They will come together to deliver business outcomes. So that's where we are heading with Cobalt 2.0 and that's essentially what we want to do with our customers. There's a lot to think about. Yes. And yeah, go for it, David. I was just to say from a partnering perspective, you know, prior to cloud, we were talking about transactional type of businesses where if you ask the technology company who their partner is, it's generally a reseller where they're just basically taking one product and selling it to their client. What's happened with cloud now? It's not about the transaction upfront. It's about the actual consumption of the technology and the bringing together all of these to form an outcome. It changes the model dramatically and quite honestly, the global system integrators like Infosys are in a great position because we can pull that together to the benefit of our partners, put our own secret sauce around it and take these solutions to market and drive consumption because that's what the cloud's all about. Absolutely. Right. How are you helping customers really treat cloud as a strategic focus? You know, we often hear companies talk about we're cloud first. Well, not everything belongs in the cloud. So then we hear companies start talking about being cloud smart. Yes. How are you helping, and so we'll go with that. How are you helping enterprises really become cloud smart and where is the partner angle? So we'll start with you and then we'll bring the partner angle in. Sure. Oh yeah, big time. I think one of the things that we have been educating our customers is cloud is not about cost takeout. So cloud is about innovation. Cloud is about growth. And I'll give two examples. One of the beauty products companies, they wanted to set up their shop in U.S. And they said that we don't have time to basically buy the infrastructure, implement an ERP platform and roll it out, test it and go into production. We don't have so much time. Time to market is very important for us and they embarked on the cloud journey. So expanding into new market, cloud can play a big role. That is one of the ways to expand and you know, grow your business. Similarly, there is another company that they wanted to get into retail banking, right? And they didn't have years to launch a product. So they actually use AWS and it's a giant Infosys and AWS customer, a pretty big bank. They launched into, they launched retail banking and they did it in less than six months. So I think these are some of the examples of cloud not being cost takeout but it's about innovation and growth. So that's what we are trying to tell customers. Big impacts. Big impact. And that's where the cobalt assets come into play as well. We, you know, as Anant mentioned, we have literally 1000 of these industries specific and they're derived in a lot of cases in partnership with the companies you see down the aisles here and AWS. And it accelerates the deployments and ensures a successful adoption. More so than before. You know, we have clients that are coming to us now that used to buy, run their own procurement. You know, they would have, literally there was one bank that came to us with over a hundred products. The amount of work. I'm just, yeah. A list of a hundred products. Some they bought directly from a vendor. Some they went through a distributor. Some they went through a reseller and such. And they're looking at this in a completely different way and they're looking to rationalize those technologies. Again, look for companies that will contract for a business outcome and leverage the cloud and get to that next era. And it's a fun time. We're really excited. I can imagine you're really a part of the transformation process for a lot of these companies. Anant, when we were chatting before we went live, you talked about your passion for business outcomes. Can you give us a couple examples of customers or business outcomes that really get you and the team excited? Same thing to you, David, after. Absolutely, even our contractual structures are now moving into business outcomes. So we are getting paid by the outcomes that we are delivering, right? So one of the insurance customers that we have, we actually get paid by the number of claims that we process, right? Similarly, there is a healthcare customer where we actually get paid by the number of customers that we cater to from a Medicare and Medicaid standpoint, right? Tantable results versus projected forecast. Successful process of claims. Interesting. Exactly. Yeah, really, what a novel idea. Yeah. Yeah, one of the great examples you hear about the airplane engines now, that the model is you don't buy the engine, you basically pay for the hours that it's used and the maintenance and the downtime so that you take the risk away. You put that in the context of the traditional business. You're taking away the risk of owning the individual asset, the maintenance, any of the issues, the bug fixes. And again, you're partnering with a company like Infosys will take on that based upon our knowledge and based on our vast experience. We can confidently contract in that way that years ago that wasn't possible. It's kind of a sharing economy and scale style. Exactly. Yeah, which is really exciting. So we have a new challenge here on theCUBE this year at Reinvent. We are looking for your 30 second Instagram reel sizzle sound bites, your hot take, your thought leadership on the biggest theme or most important thing coming out of this year's show. David, we'll start with you. We've been starting with Anon. I'm going to go to you. We're making eye contact right now. So you're in the hot seat. Well, I think there's a lot of time given to sustainability on the stage this week. And I think that every CEO that we talk to is bringing that up as a major priority. And that's a very important element for us as a company and as a service provider. I mean, you're obviously award winning in the sustainability department. Exactly. Nice little plug there. You know, and I think the other things that have come up. We saw a lot of data analytics this week. You know, I think new offerings from AWS but also new partnerships that we're going to take advantage of. And again, security has been a hot topic. Absolutely. Anon, what's your hot take? Yeah, I think one very exciting thing for partners like us is the reimagining that is being done by Ruba for the partners, right? The AWS marketplace. I think that is a big, big thing that I took out. Of course, sustainability is huge. Like Adam said, the fastest way to become sustainable is to move to cloud, right? So rather than overthinking and over-engineering this whole topic, just take your workloads and move it to cloud and you will be sustainable, right? So I think that's the second one. And third is, of course, cyber security. Zscaler, Palo Alto, Cloud Strikes. These are some of the big companies that are at the event here. And we have been partnering with them many more. I'm just calling out three names, but many more. I think cyber security is the next one. So I think these are three on top of my mind. Just a few things you casually think about. That was great. Great responses from both of you. Anon, David, such a pleasure to have you both with us. We hope to have you back again. You're doing such exciting things. I'm sure that everything we talked about is going to be a hot topic for many years to come as people navigate the future, as well as continue their business transformations. It is always a joy to sit next to you on stage. Likewise. And thank all of you, wherever you're tuning in from, for joining us here at AWS Reinvent, live from Las Vegas, Nevada with Lisa Martin. I'm Savannah Peterson. And for the last time today, this is theCUBE, the leader in high tech coverage.