AI Summit NYC Recap Inference demand driving Clouds, Blackwell capacity still coming, AI use at PINS & WMT, agencies disrupted?
We spent the last two days at the AI Summit in NYC. In the note, we review our top takeaways from dozens of executive conversations, panels and presentations, specifically:1. AWS/GCP: Demand increasingly driven by inference as agentic AI matures
2. Blackwell capacity still a 1H26 story, driving higher conviction in our AWS estimates
3. PINS: Leveraging LLMs to drive UCAN MAU growth from GOOGL search ads
4. WMT: Leveraging unstructured call logs to improve agentic customer service
5. Agencies disrupted? Video ad tools flourishing, but with creatives “in the loop”
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