Case Study: Bare Metal Is Not Enough: How Neoclouds Win with Carrier Partnerships

13 Oct 2026
Market Forces Stage
AI Revenue & Service Innovation , Industry Structure, Partnerships & Control , Investment, Finance & Market Dynamics
Neoclouds began as GPU stopgaps, but sustainable economics require moving up the AI stack. This case study This case study explores how telco partnerships unlock scale, talent and route‑to‑market against hyperscaler competition.
Speakers
Jorge Santos
Jorge Santos, COO - Verda