Goldman Sachs Predicts AI Infrastructure Spending Could Hit More Than $1 Trillion in 2027. 3 AI Stocks to Buy.

Goldman Sachs projects AI infrastructure spending could reach $920 billion to $1.4 trillion in 2027, up from over $700 billion in 2026. The article recommends three stocks positioned to benefit: Nvidia for its dominance in AI chip training, AMD for its strength in inference and agentic AI, and Micron for its critical role in high-bandwidth memory supply.