Prediction: These 2 AI Stocks Will Be the Biggest Winners From $1.4 Trillion Infrastructure Spending

Group 1: AI Infrastructure Spending - AI infrastructure spending is projected to increase by nearly 42% in 2023, reaching almost $1.4 trillion, driven by investments from hyperscalers, AI companies, and chipmakers [1] - The significant spending in AI infrastructure is expected to continue into 2026, indicating a strong growth trajectory for the sector [1] Group 2: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is identified as a key player in the AI infrastructure market, serving as a primary manufacturer of chips for AI data centers [3][4] - The company is expected to benefit regardless of market share fluctuations among chip designers like Nvidia, Broadcom, and Intel, positioning TSMC as a major winner in AI infrastructure investments [4] - TSMC's revenue is projected to grow by nearly 30% in 2026, an increase from the 25% growth anticipated for 2025, reflecting strong demand for AI chips [5] - The company may raise prices of its advanced chip nodes by 3% to 10% this year, with its latest 2-nanometer chips priced at a 10% to 20% premium over previous models, further enhancing revenue potential [6] - TSMC's earnings growth could exceed the anticipated 34% increase in 2026, supported by robust demand for AI chips and price hikes, following a 51% earnings increase last year [7]