Nvidia, Uber, SpaceX at Goldman: AI Investment Focus Shifts to ROI

The upcoming Goldman Sachs Communacopia + Technology Conference is shaping up as a critical bellwether for the next phase of AI investment, with Nvidia’s Jensen Huang, Uber’s Dara Khosrowshahi, and SpaceX’s Bret Johnsen taking center stage. This convergence of chip manufacturing, AI-native application, and capital-intensive industry signals a market shift from theoretical AI potential to demonstrated ROI. Following a period of intense infrastructure build-out, as seen with Microsoft and Google