Capacity Europe 2026 Agenda

Format: Attendees self-select one of 3 tables. A dedicated moderator (senior operator, panellist or independent chair) runs each table for 20-30 minutes.

• Who Pays for AI Networks? Hubs, Inference and the Edge
• Building AI Corridors: Where Are the Real Capacity Bottlenecks?
• Carrier Relevance in the AI Stack: Where Is the Defensible Value?

• Why Has NaaS Not Taken Off: Legacy Tech, Culture, or Risk?
• Does NaaS Sell Alone, or Only When Bundled with Edge, Cloud and Security?
• Who Actually Makes Automation Work: Integrators or OSS/BSS Vendors?

Telcos bring connectivity, scale and trust to AI‑as‑a‑service. This presentation explores how strategic partnerships help carriers move up the stack, unlock new revenue and differentiate against hyperscalers.

AI monetisation is shifting from infrastructure to outcomes. This panel explores where AI sits in the service stack, how it is productised through APIs and managed services, and which models customers will pay for.

• Who owns the AI Relationship: Telcos, Platforms, or Partners?
• Where Does AI Actually Sit in the Telco Stack?
• Selling Intelligence, Not Infrastructure: What Will Customers Pay For?

Attendees self-select one of 3 tables. A dedicated moderator (senior operator, panellist or independent chair) runs each table for 20-30 minutes.

• All Under One Roof: Does Europe Need Fully Integrated ‘Fibre & Data Center’ Hubs?
• Is Convergence the Cure for Capacity Constraints?
• Who Owns the Future: Telcos, Cloud Giants, or Neutral Hosts?

• The New Power Play: Should Data Centres Become Energy Producers
• Crunching the Kilowatts: How to Secure Grid Access Faster?
• Beyond Greenwashing: Real Steps to Embed Sustainability in AI Infrastructure

• Community Benefit or Box-Ticking: What really wins local support?
• United Front: Can industry convergence solve the social licence problem?
• Design Together or Fail Separately: Which early decisions make or break a project?

As consolidation accelerates, this panel explores which strategies deliver stability and scale, what live deals reveal about the endgame, and how restructuring can protect infrastructure investment while still generating returns.

• Is the adoption gap (homes connected vs active subscribers) the defining challenge of this decade?
• How is M&A reshaping the competitive dynamic in metro markets?
• Where are the most attractive white-space opportunities remaining in European metro fibre?

• Future of Data Centre Fibre.
• Why has core fibre been overlooked, and how do we shift investment priorities?
• How can fibre connectivity enable truly distributed AI ecosystems?
• What practical steps are needed to accelerate deployment? Planning reform/Supply Chain/Collaboration models?

• Spotlight 1: London–Frankfurt–Amsterdam corridor
• Spotlight 2: Project Visegrad — Central Europe’s evolving connectivity landscape
• Spotlight 3: Iberian expansion and new connectivity routes

• How are investors reassessing IRR expectations as penetration rates are challenging in some markets?
• What role should the EU Gigabit Infrastructure Act and state aid frameworks play in bridging white spots?
• How are debt structures, IRUs, and wholesale agreements evolving to de-risk metro buildouts?

• Hyperscalers or Homegrown: Who Should Control Europe’s Critical Cables?
• One Cut from Chaos: Does Europe Have Enough Route Resilience?
• Edge vs. Atlantic – Will Distributed AI Ease Global Traffic or Exacerbate It?

As digital services scale, identity and authentication move to the service layer. This presentation explores how trust‑based services become a new revenue layer, creating differentiation, compliance and enterprise confidence.

Enterprises judge connectivity on experience, not price. This panel explores how operators use automation and network intelligence to deliver cloud‑like CX, faster provisioning and transparency without driving up operating costs.

• Trust as a Product: Where Do Operators Actually Win?
• Network Trust or App Identity: Who Owns Authentication?
• From Compliance to Commercial: Can Identity Scale and Pay?

Voice is becoming an AI‑driven, high‑value service, but fraud is accelerating. This discussion explores how operators integrate identity, analytics and CX data to monetise voice beyond minutes while protecting customers.

• Can Voice Stop Being a Commodity and Start Making Money Again?
• Fighting AI with AI: How Do Operators Win the Voice Fraud Arms Race?
• Who Owns Trusted Voice: Networks, Platforms or Applications?

• Is Europe’s AI infrastructure boom an investor’s dream or a bubble?
• Public Money, Private Projects: What role should governments play?
• New Models for New Builds: From JVs to hyperscaler pre-deals

• Core vs Edge: Which workloads go where?
• Nordics vs FLAP: Is cheap power beating low latency?
• Sovereignty: Real concern or red herring?

• GPUs, switches, and the elephant in the room: which shortage hurts most?
• Europe’s Dependency Dilemma: Can we build resilience into our supply chains?
• Speed vs. Spec: Should we build fast or wait for the best tech?

Drawing on Nordic experience, this panel explores how to execute copper switch‑off at scale, balancing customer protection, regulatory pressure and commercial acceleration, and which migration approaches minimise disruption and churn.

• Who Gets Left Behind in Copper Switch‑Off, and Who Is Responsible?
• What Actually Speeds Migration: Regulation, Incentives or Pain?
• Which Nordic Lessons Travel, and Which Don’t?

• Beyond Compliance: What Does Real Metro Resilience Look Like?
• Who Knows What, When? Making Threat Intelligence Actionable
• Who Pays for Resilience When Customers Don’t See It?

• Smart Subsidy or Market Distortion? What Actually Delivers Coverage
• Building Fibre for Lower Density: Which Deployment Models Really Cut Cost?
• Fibre, FWA or Both? Making the Economics Work Outside Core Metros

A curated space where telco product leads and innovators pressure‑test roadmaps, evaluate emerging business models and monetisation strategies and form the partnerships that generate new revenues and solve customer pain points. Join the Dragons’ Den, demos and roundtables at GrowthX -

Apply to speak or showcase your solution by contacting marketing@capacitymedia.com