Highlights from Day 2 of the Goldman Sachs TMT Conference: AI Moves from Concept to Commercialization; SanDisk Predicts Long-term Weakness in NAND Supply
On the second day of the Goldman Sachs Technology Conference, SanDisk provided a supply-side assessment for the storage industry: NAND supply growth is expected to remain constrained for the foreseeable future, while AI inference demand continues to expand, resulting in a long-term tight supply-demand balance. Meanwhile, companies such as Etsy, Booking.com, and Block disclosed tangible AI deployment progress in areas including matching and conversion, customer service, and infrastructure, demonstrating that AI is accelerating from a conceptual stage to measurable commercial returns.
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