Goldman Sachs AI Stocks: Top 5 Stocks to Buy

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1. NVIDIA Corporation (NASDAQ:NVDA)

Goldman Sachs’ Stake Value: $31,081.38 million 

On March 20, 2026, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) hosted its GTC conference, launching a Language Processing Unit based on technology from its $20 billion Groq acquisition to improve GPU performance. The corporation also unveiled rack systems based on Vera CPUs designed to meet higher data transfer and compute demands from agentic AI workloads. The company unveiled NemoClaw, a business AI platform based on its software stack. CEO Jensen Huang stated that agentic AI has hit an inflection point, pushing computing needs beyond GPUs.

Huang said that the company estimates at least $1 trillion in revenue from Blackwell and Rubin chips by 2027. The firm noted the growing need for rapid inference as AI agents perform highly complex tasks. The company presented its Kyber rack-scale architecture, which incorporates 144 GPUs to boost density and reduce latency, with systems expected to ship in 2027. NVIDIA Corporation (NASDAQ:NVDA)’s stock showed limited movement, showing strong market expectations and uncertainties over China-related sales.

NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces, and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.

While we acknowledge the potential of NVDA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock.

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