Conversations from Goldman Sachs' Communacopia: AI blowback, broadband and Disney's free tier
- ID
- 22821
- Status
- summarized
- Published
- 10 Sep 2026, 5:37 AM
- Fetched
- 10 Sep 2026, 6:26 AM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/09/09/goldman-sachs-communcacopia-technology-conference-ai.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 3.5
- Created
- 10 Sep 2026, 6:29 AM
- Tags
- Audience
- saas_foundersai_ml_learners
What happened
CoreWeave CEO Mike Intrator said at Goldman Sachs' Communacopia conference that the AI industry has failed to adequately explain the benefits of data centers to the public, attributing community pushback to the frightening speed of AI change rather than data centers themselves. The conference highlighted AI adoption and local community resistance to data center buildout as a major risk and opportunity for businesses.
Why it matters
If you build on or sell AI infrastructure, expect growing community and regulatory friction around data center siting and power use — this is a signal that public perception is becoming a business constraint, not just a PR problem. For Malaysian builders, this is relevant as data center expansion in Johor and elsewhere faces similar scrutiny.
Discussion angle
CoreWeave is one of the largest GPU cloud providers — when its CEO says the industry is losing the public narrative on data centers, does that signal upcoming regulation or siting restrictions that could affect GPU availability and pricing for builders?