Recurring series

Americas Technology: Internet

Finvaulta tracks 3 editions of Americas Technology: Internet from Goldman Sachs, published between August 28, 2026 and September 13, 2026. Each edition is summarized on its own page.

Latest edition · September 13, 2026

Americas Technology Internet Key Takeaways from 2026 Communacopia + Technology Conference (& Parallel Industry Developments...

Goldman Sachs hosted 42 public and private internet and technology companies at its 2026 Communacopia + Technology Conference. Key discussions centered on the transition of AI into production implementation, sustained elevated infrastructure capex through 2027, and steady digital consumer spending shifting toward services.

At Goldman Sachs' 2026 Communacopia + Technology Conference in San Francisco, executive discussions across 42 companies demonstrated that AI adoption is transitioning rapidly from experimentation to production deployment across advertising, search, customer support, and internal operations. Compute supply-demand imbalances remain severe, reinforcing Goldman Sachs' view that hyperscaler capex will remain elevated through 2027, above consensus expectations. Concurrently, the digital consumer demonstrates resilience with an ongoing rotation toward services and experiences, digital ad budgets remain ROI-focused, and management teams continue to balance growth investments with margin expansion and shareholder capital returns.

Read the latest edition in full

Key takeaways from the latest edition

1.AI is transitioning from experimentation to implementation, delivering tangible business outcomes across automation, search, ad optimization, and internal productivity.
2.The AI infrastructure capex cycle is expected to remain elevated through the end of 2027 (12-18 months) due to a persistent and growing compute supply-demand imbalance, supporting hyperscaler cloud revenue.
3.The digital consumer remains resilient, favoring value and necessity while shifting spending from physical goods to services, travel, and gig economy platforms.

What this series covers

Conference Agenda
Digital Advertising (META, APP, U, RDDT, PINS, SNAP, LFTO, LIFE, PPLI, OPRA, YELP, IBTA)
eCommerce (W, ETSY, EBAY, STUB, PTRN)
Cloud Computing (GOOGL, OpenAI, SPCX)
Online Travel (BKNG, ABNB, EXPE, TRIP)
Mobility, Local Commerce & Delivery (UBER, DASH, CART, LYFT, LIME)
Streaming Media (NFLX, SPOT, WBTN)
Gaming - PC, Console, Mobile (TTWO)
Online Dating (MTCH, GRND)
Online Gambling (DKNG, SRAD, GENI)
Online Marketplaces (UPWK, XMTR, ZIP)

Edition archive

Series at a glance

Editions tracked: 3
First edition: August 28, 2026
Latest edition: September 13, 2026

All Goldman Sachs research

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