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Barchart
Barchart
Sushree Mohanty

Goldman Sachs Predicts 3 Stocks to Benefit Most From $757B AI’s Capex Supercycle

Goldman Sachs Applied Materials Broadcom Semiconductor NXP AMAT AVGO NXP Semiconductors SK Hynix

Artificial intelligence (AI) is driving one of the largest infrastructure investment cycles the tech industry has ever seen. Goldman Sachs believes this massive “capex supercycle” will force AI-related capital expenditures to surge to $757 billion in 2026, up 84% year-over-year (YoY), before climbing to $920 billion in 2027. As Big Tech pours hundreds of billions into chips, servers, networking, and data centers, the investment bank says a few tech stocks stand to capture the biggest share of this spending wave.

Here are the three stocks Goldman believes could be among the biggest winners of AI's next growth phase.

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