At Google Cloud Next '26, Giovanni Carraro of Kyndryl, senior vice president of global strategic alliances, and Hector Genaro Moran of PiSA Farmacéutica, chief information officer, appear in a theCUBE Research interview that is recorded on site. The discussion addresses enterprise cloud modernization, Systems, Applications and Products, SAP migration and operations infused with artificial intelligence, AI. Alison Kosik and John Furrier host the conversation.
Carraro discusses co-innovation with Google Cloud as a driver of scalable AI and distributed cloud deployments. They describe adoption of distributed cloud services, integrated SAP modernization and data strategies for manufacturing environments and pragmatic steps to transform mission critical systems in regulated industries.
Moran emphasizes resilience, speed and a strong operational foundation as essential factors for continuous compliant pharmaceutical operations. They highlight governance updates to address shadow AI and agent architectures and outline practical measures to accelerate cloud migration while maintaining regulatory compliance.
Key takeaways include accelerating cloud migration, modernizing SAP to unlock manufacturing data and updating governance to manage shadow AI and agent architectures.
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Giovanni Carraro, Kyndryl & Hector Genaro Moran, Farmaceutica
At Google Cloud Next '26, Giovanni Carraro of Kyndryl, senior vice president of global strategic alliances, and Hector Genaro Moran of PiSA Farmacéutica, chief information officer, appear in a theCUBE Research interview that is recorded on site. The discussion addresses enterprise cloud modernization, Systems, Applications and Products, SAP migration and operations infused with artificial intelligence, AI. Alison Kosik and John Furrier host the conversation.
Carraro discusses co-innovation with Google Cloud as a driver of scalable AI and distributed cloud deployments. They describe adoption of distributed cloud services, integrated SAP modernization and data strategies for manufacturing environments and pragmatic steps to transform mission critical systems in regulated industries.
Moran emphasizes resilience, speed and a strong operational foundation as essential factors for continuous compliant pharmaceutical operations. They highlight governance updates to address shadow AI and agent architectures and outline practical measures to accelerate cloud migration while maintaining regulatory compliance.
Key takeaways include accelerating cloud migration, modernizing SAP to unlock manufacturing data and updating governance to manage shadow AI and agent architectures.
Giovanni Carraro, Kyndryl & Hector Genaro Moran, Farmaceutica
Giovanni Carraro
SVP, Global Strategic AlliancesKyndryl
Hector Genaro Moran
CIOPiSA Farmacéutica
In this interview from Google Cloud Next 2026, Giovanni Carraro, senior vice president of alliances at Kyndryl, joins Hector Genaro Moran, chief information officer of PiSA Farmacéutica, to talk with theCUBE's John Furrier and co-host Alison Kosik about the partnership driving enterprise cloud modernization and the shift from AI experimentation to agentic production. Carraro describes how AI has decisively cleared the experimentation phase — the question is no longer if, but how to deploy it at scale. He outlines how Kyndryl's expertise in mission-critical sy...Read more
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What does PiSA do, which markets does it serve, and what is your role in the company's technology/IT operations?add
Why are transformations like PiSA's critical right now for enterprises and regulated industries?add
What advice would you give to other CIOs and CTOs who are considering a similar transformation?add
Giovanni Carraro, Kyndryl & Hector Genaro Moran, Farmaceutica
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Alison Kosik
>> Welcome back to Google Cloud Next '26. We are live streaming here right here in Las Vegas. I'm Alison Kosik alongside with John Furrier. Let's get to our guests right away. We've got so much to get to. On the set today, we've got Giovanni Carraro, the Senior Vice President of Alliances at Kyndryl. Welcome to theCUBE.
Giovanni Carraro
>> Thank you.
Alison Kosik
>> And Hector Genaro Moran, the CIO of PiSA Farmacéutica. Welcome to you as well, to theCube. I'm going to start with you, Hector, to set the stage about PiSA, because for those who maybe don't know about your company, tell us who you are, what you do, and the role technology plays in your mission.
Hector Genaro Moran
>> Yeah. Well, PiSA is one of the leader in manufacturing distribution and pharmaceutical companies from Mexico and Latin America. So we have a very focus on producing very effective medicines in a low-cost and for markets that are in the Central America and Mexico. We also have one of the goods that we sell is hydration beverage. It's electrolyte. We are working here in the States, and we also have presence in Canada and part of America Latina. And well, technology, that's my part, we are focused on be the resilience of the company, of the business. We have to continue working. All the processes in manufacturing, in distribution, sales are fundamental, working on SAP technology and other technologies that we have, SAP and non-SAP. But at the end, all the business is running on technology. So that's the reason, and my position is to keep this company running.
John Furrier
>> Yeah, keeping the lights on. I mean, technology is the market. Technology is in everything. Giovanni, last time when you were on theCUBE, we talked about the AI being infused in everything. Talk about your relationship with Kyndryl and the partnership here. What are you guys working on and what's been the big change?
Giovanni Carraro
>> Sure. Obviously, I think you even mentioned it in the segment before, AI is moving that phase of adoption. I think we are moving beyond the experimentation. We're graduating out of the experimentation. It's no longer a question of if or what to do, it's really how to deploy it and implement, obviously. Kyndryl comes with a background of running mission-critical system like we're doing in PiSA. And for us, the mission is how do we modernize, transform, starting obviously with their SAP system into a modern and agile environment like the Google Cloud, to unlock the potential of all the data that years of manufacturing has created to create the outcomes that obviously they want to continue to drive towards?
Alison Kosik
>> Giovanni, from Kyndryl's perspective, what makes these transformations like PiSA's so critical right now for enterprises and regulated industries?
Giovanni Carraro
>> Well, first of all, as I was saying, there is that wealth of information that has been trapped into the system of records, kind of like. I mean, historically, that's what technology was all about, was record keeping. Pharmaceutical, highly-regulated industry, the ability to really provide data information to regulator that the process is being done in compliance. Now these have to become system of insights, the ability to really extract the value the data has and drive better business outcomes. And so for us, it's critical to modernize the system, and then also to help them in that way that we do of running the system, transforming, and then running them again into the new area of AI.
John Furrier
>> We're at the Google Cloud event, so obviously I have to ask the Google question, but I'd like to see if you guys could also put a little twist on the answer. Google Cloud, what's their role in the transformation? And two, how has the AI changed? Are there things that you're doing now that might not have been on the table before, maybe a year ago or two years ago? Because now we're seeing so much more coding, integrations.
Hector Genaro Moran
>> Absolutely.
John Furrier
>> Take us through the Google relationship and what's different now.
Hector Genaro Moran
>> Ah, it's absolutely. We have new kind of rapports, new kinds of requirements of the people of the business. The use of AI is something that is popping up in all the company, across all the different levels and markets and companies. So the requirements have changed in 360 grades completely in the change of the technology. So when you are still in on-premise infrastructure and you see all the capabilities that you have in Google and all of this, it's a quantum leap-
John Furrier
>> Is it a blessing or a curse? I've heard say, "I love this market so much. Oh my God, we just figured this out and then it changed."
Hector Genaro Moran
>> Absolutely.
John Furrier
>> The change is so fast.
Giovanni Carraro
>> Change, I think is absolutely probably the rule of the game and you have to be fast, and that's the ability of creating agile environment that can be ready for the future and for what is about to come. Obviously, our partnership with Google is predicated on the idea that we bring the best of both areas. We're experts on mission-critical system. We're really on that experience of both the legacy and running a modern hybrid environment. Google brings some of the technology and the leading edge solutions. And so the ability of co-innovate together with the client for what they're trying to accomplish and moving forward in that direction.
Alison Kosik
>> Giovanni, what's next in the relationship?
Giovanni Carraro
>> Well, obviously today we started. Obviously we made an announcement of how we're expanding our services with the Distributed Cloud services from Google. So obviously, continuing to adopt some of the latest and greatest technology that Google brings forward, and being able to provide that to our clients with the idea of saying, "Okay, the right workload in the right environment." So, really try to find that best match situation. And then obviously around AI with the agentic piece, I mean, part of our activity is really helping our client deploying and thinking about that just like they had to manage processes before, and now it's managing people, processes and agents. And really transform the business in that direction.
Alison Kosik
>> Yeah.
John Furrier
>> Yeah, we teased this out last time in the cloud era. During the cloud era, shadow IT was the big buzzword. Now, that was IT. Go around IT, put the credit card down, get a proof of concept, show your boss, get promoted, put it in production. All good. AI, you have shadow AI everywhere. I heard a CFO saying, "I got my own little dashboard I built on Claude." And then Gemini is exploding in value. So shadow AI looks a lot the same, but different. How do you guys view that, because it's starting to be talked about a lot more now?
Hector Genaro Moran
>> I think that it has to be the ability to react in the velocity that the people and the business need. So you cannot be longer behind your desk trying to expect something to change and come to you, no. You have to be moving forward, you have to be proposing. And the shadow IT, the agents, shadows IT surely is going to be one of the problems that we're going to be facing in the next month.
John Furrier
>> It's innovation, actually.
Hector Genaro Moran
>> Yeah, it's innovation.
John Furrier
>> It's people engaging everywhere.
Giovanni Carraro
>> No, absolutely, and I think it's important to take governance to the next step, and really understanding that the governance and the process around governance that were meant for individuals or traditional technologies needs to be updated just as much. You can't really take the framework, the rules, and the approaches of the past. You really have to adapt that into the new world in order to take advantage of the full potential that these agents provide.
Alison Kosik
>> I'm curious, what advice would you give to other CIOs and CTOs considering a similar transformation that you're seeing overall?
Hector Genaro Moran
>> Well, transformation starts with, I will say the basics, move to the cloud. That's one of the challenge that we have in a company, in PiSA. We're still running on on-premise infrastructure. So our main objective this fast with Kyndryl is, "Let's move to the cloud. Let's take advantage of all of that and make the cloud not just a single problem-solver. It has to be an strategic." So for that, you can be constructing and improving all your abilities for that innovation and transformation. But sometimes we are a step behind, so we have to move faster.
Alison Kosik
>> Giovanni, what advice would you give?
Giovanni Carraro
>> Yeah, if I can build on what it was just said, I mean, you have to have the right foundation. You have to cater with that approach of going strategically towards the outcome and keeping the outcome in mind all the time, and constructively build it one on top of the other one. I mean, that's what the collaboration and the partnership that not just with PiSA, obviously with Google, Kyndryl and Google together, to really drive that mission, recognizing that yes, might be interesting and intellectually also challenging to do the most modern models, but if you're not doing the right foundation, it goes back to the old, "garbage in, garbage out" type of situation.
Hector Genaro Moran
>> Yeah, exactly.
John Furrier
>> Giovanni, I want to ask you about transformation.
Giovanni Carraro
>> Yes.
John Furrier
>> We've heard that word, "We're going through a transform ..." I think this is now probably the most acute radical transformation I've ever seen in my career. Jim Kavanaugh, an old friend of yours at IBM, when you used to work for him, came on theCUBE. He did a series. He believes that the C-suite in this era of leading companies, being a leader, it's more important than ever to be operational. With AI coming into the masses into the company, it's not just IT anymore, it's IT is the engine, but then it goes everywhere. The C-suite's changing. What is your view on this?
Giovanni Carraro
>> What I would add, I would say that obviously transformation, it is the rule of the game. And I think that we're getting to a point where initially we started thinking about agents, for example, as a incremental improvement, so to speak of what, "Okay, I can identify the task," but it was just as existed before. Now we're venturing to a new space where it's a whole set of activities that we couldn't even consider. It's a whole set of business model. So it's not just incremental, it's that step function type of disruption. And that's where I think it will literally start from the top with the right framework, leadership, and understanding to really guide the enterprise or the organization, whatever a leader is in charge of, drive through that, as I said, transformation.
John Furrier
>> Yeah. I mean, leaders, it has to come from the C-suite, of course. But normally it's like, "Okay, take that hill. Here's a big goal." You have to be in leaning into it. You have to get your hands dirty. You got to get in. That's what he's saying. I agree with him, by the way.
Giovanni Carraro
>> No, absolutely. And more I would say that it's such a moment that is so much an evolution, that it's not that there is a clear blueprint that's, "Okay, that's the path and everybody just follow it through." No. You need somebody that helps you guide you through and easing the details in order to understand where do we tweak, where do we pivot, where do we move?
Alison Kosik
>> This is new for everybody, isn't it?
Giovanni Carraro
>> It's new for everybody.
Hector Genaro Moran
>> I think that we will see a new generation of board persons, board members. It's a completely new mindset that they have to evolve. It's not just IT responsibility anymore.
John Furrier
>> Yeah.
Hector Genaro Moran
>> It's the board responsibility and it's a change of mind.
John Furrier
>> Hector, that's a really good point about the board makeup, because the old model, or even in the executive suite, "I went to that school, I worked for that big tech company, I scaled this, I built that." Now it's like, what can you figure out? What can you imagine?
Alison Kosik
>> What have you shown me lately?
Hector Genaro Moran
>> Yeah, absolutely.
John Furrier
>> It's like a whole nother cultural kind of input. Can you work together in the team-
Hector Genaro Moran
>> Yeah....
John Furrier
>> and have a partnership?
Hector Genaro Moran
>> It's a partnership. It's something that is beyond IT or beyond the board. It's something that has to be in the DNA of the company and the culture. It's something that you have to assume that's a new role for any member of the company.
John Furrier
>> It changes the definition of leadership.
Hector Genaro Moran
>> Exactly.
John Furrier
>> That's what we're trying to find out. What's your definition of lead? How would you define the job spec for a leader these days? What would be on the bullet points?
Giovanni Carraro
>> Change.
John Furrier
>> Put you on the spot there. Okay.
Giovanni Carraro
>> Literally the champion of change. That's what I would say. If I go back to what the comment that Jim was saying in an interview, he started saying that his job when he started taking the CFO several years ago, was more about the stability of the company.
John Furrier
>> The guardian of the books.
Giovanni Carraro
>> The guardian of the books. Yeah, I think that's the actual-
John Furrier
>> He had a word a like that....
Giovanni Carraro
>> that he was using. Now it's all about the change, the evolution, and really the champion of change.
John Furrier
>> I heard someone talking the other day, maybe this is not public information, but smart executive teams are creating shadow companies and simulating what would be-
Giovanni Carraro
>> Yeah....
John Furrier
>> how they would manage. I don't know if simulation-
Giovanni Carraro
>> I mean, digital twin technology-...
John Furrier
>> do that again....
Giovanni Carraro
>> can probably allow you to do some of that. What I would say is that probably-
John Furrier
>> Shadow IT goes to shadow AI-...
Giovanni Carraro
>> more than shadow....
John Furrier
>> to shadow companies.
Giovanni Carraro
>> Shadow companies. Yeah. More than shadow, maybe it's really-
Alison Kosik
>> Sounds pretty CIA....
Giovanni Carraro
>> starting to figure it out, how do you bring agents and human and manage a mix? A hybrid company in that sense, that there's a combination on humans and agents.
John Furrier
>> All right. Well, guys, thanks so much for coming on theCUBE. Appreciate it.
Alison Kosik
>> Great discussion. Thanks so much.
Giovanni Carraro
>> Thank you very much. I appreciate it.
Hector Genaro Moran
>> Thank you so much for your time.
Alison Kosik
>> And you're watching theCUBE, the leader in live technology coverage. We will be right back. Don't go anywhere.