Next Nvidia?? The “Secret” AI Rotation — Goldman Sachs’ 2026 Strategy & 3 Stocks Set To Lead This

Описание: Every time the market wobbles, a familiar chorus of skeptics begins to chant that the "AI bubble" has finally burst. They point to recent volatility as definitive proof that the trade has peaked, conveniently ignoring a fundamental truth that history has proven time and again: the most resilient technologies don't just recover; they return more loudly and more strongly than before. What the "doom-and-gloom" crowd calls a peak, seasoned investors recognize as a healthy rotation. We are currently witnessing a monumental shift from the "Hardware Wave" to the "Enterprise Productivity Era."
Goldman Sachs CEO David Solomon has been crystal clear on this: AI is not a passing trend but a long-term productivity engine. While the initial gold rush was led by the chips—the hardware powering the revolution—the next phase is about the enterprise level. Goldman Sachs Research forecasts that AI-related capital expenditure by hyperscalers will soar to $527 billion in 2026, yet the market is currently ignoring the massive lag in AI software. This is the "secret sauce" of Goldman’s philosophy: they don't just invest in the tools; they invest in the transformation. In fact, Goldman has already scaled its own workforce to include 13,000 engineers to capitalize on this very shift.

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