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

13 Oct 2026
Capacity Europe: Market Forces Stage
Investment, Finance & Market Dynamics , AI Revenue & Service Innovation , Industry Structure, Partnerships & Control
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