Day 2 of the GS Tech Conference highlighted the significant progress being made in the field of artificial intelligence (AI). The main themes that emerged include security, model optimization, personal agents, and the broadening of AI demand across various layers.

Security was a major focus area, with experts emphasizing the need for security to be embedded directly into the platforms where work happens. Zero Trust, agent identity, runtime protection, and automated remediation were identified as core infrastructure for the agentic enterprise. ServiceNow, Databricks, Cloudflare, Google, Microsoft, OpenAI, and SAP all shared their insights on this topic.

Model optimization was another key theme, with companies exploring the use of frontier models, cheaper open-source or specialized models, and Mistral, which was found to be 5x cheaper for HR queries than other Frontier models. SAP, HubSpot, ServiceNow, Microsoft, and TSMC all highlighted this approach as a way to lower inference costs and protect software gross margins.

Personal agents were also a topic of discussion, with experts noting the potential for consumer and enterprise agents to drive demand across various layers of the technology industry, including compute, memory, flash, payments, identity, and permission layers.

Finally, the value chain was found to be widening beyond GPUs into leading-edge logic, advanced packaging, memory, process control, and other areas. This broadening of AI demand has significant implications for the technology industry as a whole.

Overall, Day 2 of the GS Tech Conference highlighted the rapid progress being made in the field of AI and the opportunities it presents for companies and investors alike. As the technology continues to evolve, it is clear that security, model optimization, personal agents, and the broadening of AI demand will be key areas of focus for companies and investors alike.