3 Under-the-Radar Ways to Play Goldman's $1 Trillion AI Spending 2027 Forecast

Goldman Sachs forecasts AI infrastructure spending could reach $920 billion to $1.4 trillion in 2027, up from $700 billion in 2026. The article identifies three stocks positioned to benefit: Alphabet (with cost advantages via TPUs), Taiwan Semiconductor Manufacturing (TSMC, with manufacturing monopoly), and ASML (sole provider of EUV lithography technology for chip production).