At the Goldman Sachs Communacopia + TMT Conference in September 2026, tech executives signaled that AI investment focus is shifting from compute buildout to compute usage. Nvidia CEO Jensen Huang said 70% growth is a supply ceiling and maintained a ~70% YoY growth expectation for CY27; SpaceX CFO Bret Johnsen disclosed a 2027 plan to raise AI compute to 5-10 gigawatts; Broadcom CEO Hock Tan detailed an economic model of 1GW compute corresponding to $30B ARR; Microsoft CFO Amy Hood and others discussed agentic AI and cybersecurity.