NVIDIA (NVDA) Projects $1 Trillion in AI Infrastructure Demand By 2027

NVIDIA (NVDA) Projects $1 Trillion in AI Infrastructure Demand By 2027 Soumya Eswaran Thu, June 25, 2026 at 10:38 PM GMT+7 3 min read NVDA Antipodes Partners 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. 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.

In its first-quarter 2026 investor letter, Antipodes Global Value Strategy highlighted NVIDIA Corporation (NASDAQ:NVDA). 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.

Antipodes Global Value Strategy stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2026 investor letter: