The Problem
AI factories don't stall on GPUs. They stall on the network.
A neocloud building an AI factory has to assemble power, cooling, structured cabling, optical interconnect, open switches, AI fabric software, cluster management, and network intelligence — each from a different specialist.
"Integration debt" — months managing 10+ vendors before the first GPU collective even runs.
Each vendor optimizes for their own layer. None integrate the whole. The result: mismatched delivery schedules, validation rework, and finger-pointing when something doesn't talk to something else.