{"id":510747,"date":"2026-06-25T17:15:09","date_gmt":"2026-06-25T17:15:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/510747\/"},"modified":"2026-06-25T17:15:09","modified_gmt":"2026-06-25T17:15:09","slug":"nvidia-nvda-projects-1-trillion-in-ai-infrastructure-demand-by-2027","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/510747\/","title":{"rendered":"NVIDIA (NVDA) Projects $1 Trillion in AI Infrastructure Demand By 2027"},"content":{"rendered":"\n

Antipodes Partners<\/a> published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here<\/a>. The first quarter of 2026 was highly volatile. Early optimism shifted to a historic energy shock caused by US-Israeli strikes on Iran. Global equities dropped 3.2% in USD, with US equities falling 4.6%, and value stocks outperformed growth stocks as the rotation away from mega-cap tech accelerated due to AI fears. The strategy outperformed the benchmark over the quarter and the 12 months to March 31, 2026. Exposure in North America, Korea, Western Europe, and Latin America regions boosted performance, while Canada and the UK lagged. Energy, consumer discretionary, industrials, and healthcare sectors led the performance, while financials, real estate, and materials lagged. To manage risk, the firm increased its holdings in defensive sectors during the quarter. For insights into their key selections for 2026, please review the Strategy’s top five holdings. <\/p>\n

In its first-quarter 2026 investor letter, Antipodes Global Value Strategy highlighted NVIDIA Corporation (NASDAQ:NVDA<\/a>). NVIDIA Corporation (NASDAQ:NVDA) is a leading data center-scale AI infrastructure company that operates through Compute & Networking and Graphics segments. On June 24, 2026, NVIDIA Corporation (NASDAQ:NVDA) stock closed at $198.91 per share. One-month return of NVIDIA Corporation (NASDAQ:NVDA) was -8.76%, and its shares gained 26.10% over the past 52 weeks. NVIDIA Corporation (NASDAQ:NVDA) has a market capitalization of $4.74 trillion. <\/p>\n

Antipodes Global Value Strategy stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2026 investor letter: <\/p>\n

“NVIDIA Corporation (NASDAQ:NVDA): The opportunity in NVIDIA has been created from the market’s extrapolation of near-term AI uncertainty, despite a structural demand inflection for the world’s dominant AI infrastructure provider. On our estimates NVDA trades on a 2027 multiple of 13x. Management now guides at least $1 trillion in AI infrastructure demand through 2027 \u2014 double the $500bn signalled twelve months ago \u2014 and frames this as a floor with NVDA the main beneficiary underpinned by the CUDA installed base. Revenue is also diversifying beyond hyperscalers, with sovereign clouds, enterprise, and robotics growing while the SaaS-to-agentic transition represents a further enterprise IT monetisation opportunity.” <\/p>\n

\"Analyst<\/a> Analyst Explains How NVIDIA (NVDA) Can Reach $8 Trillion Market Cap <\/p>\n

NVIDIA Corporation (NASDAQ:NVDA) is in fourth position on our list of\u00a040 Most Popular Stocks Among Hedge Funds Heading Into 2026<\/a>. According to our database, 275 hedge fund portfolios held NVIDIA Corporation (NASDAQ:NVDA) at the end of the fourth quarter, compared to 264 in the previous quarter. In the first quarter of fiscal year 2027, NVIDIA Corporation (NASDAQ: NVDA) reported<\/a> revenues of $82 billion, achieving an impressive 85% year-over-year growth. While we acknowledge the potential of NVIDIA Corporation (NASDAQ:NVDA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the <\/a>best short-term AI stock<\/a>. <\/p>\n

In\u00a0another article<\/a>, we covered NVIDIA Corporation (NASDAQ:NVDA) and shared the list of best AI chip stocks to buy for the long term. In addition, please check out our hedge fund investor letters Q1 2026<\/a>\u00a0page for more investor letters from hedge funds and other leading investors. <\/p>\n

READ NEXT:\u00a033 Stocks That Should Double in 3 Years<\/a>\u00a0and\u00a015 Stocks That Will Make You Rich in 10 Years<\/a>. <\/p>\n

Disclosure: None. This article is originally published at Insider Monkey<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"Antipodes Partners published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes,…\n","protected":false},"author":2,"featured_media":510748,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,7339,343,344,50378,85,46,2378,4007,125,234371],"class_list":["post-510747","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-stock","tag-artificial-intelligence","tag-artificialintelligence","tag-global-equities","tag-il","tag-israel","tag-nasdaq","tag-nvidia-corporation","tag-technology","tag-value-strategy"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/510747","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=510747"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/510747\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/510748"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=510747"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=510747"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=510747"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}