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

Soumya Eswaran

Thu, June 25, 2026 astatine 10:38 AM CDT 3 min read

Antipodes Partners published its "Antipodes Global Strategy" first-quarter 2026 capitalist letter, highlighting the cardinal show stocks, portfolio changes, and the marketplace outlook. A transcript of the missive tin beryllium downloaded here. The archetypal 4th of 2026 was highly volatile. Early optimism shifted to a historical vigor daze caused by US-Israeli strikes connected Iran. Global equities dropped 3.2% successful USD, with US equities falling 4.6%, and worth stocks outperformed maturation stocks arsenic the rotation distant from mega-cap tech accelerated owed to AI fears. The strategy outperformed the benchmark implicit the 4th and the 12 months to March 31, 2026. Exposure successful North America, Korea, Western Europe, and Latin America regions boosted performance, portion Canada and the UK lagged. Energy, user discretionary, industrials, and healthcare sectors led the performance, portion financials, existent estate, and materials lagged. To negociate risk, the steadfast accrued its holdings successful antiaircraft sectors during the quarter. For insights into their cardinal selections for 2026, delight reappraisal the Strategy's apical 5 holdings.

In its first-quarter 2026 capitalist letter, Antipodes Global Value Strategy highlighted NVIDIA Corporation (NASDAQ:NVDA). NVIDIA Corporation (NASDAQ:NVDA) is simply a starring information center-scale AI infrastructure institution that operates done Compute & Networking and Graphics segments. On June 24, 2026, NVIDIA Corporation (NASDAQ:NVDA) banal closed astatine $198.91 per share. One-month instrumentality of NVIDIA Corporation (NASDAQ:NVDA) was -8.76%, and its shares gained 26.10% implicit the past 52 weeks. NVIDIA Corporation (NASDAQ:NVDA) has a marketplace capitalization of $4.74 trillion.

Antipodes Global Value Strategy stated the pursuing regarding NVIDIA Corporation (NASDAQ:NVDA) successful its Q1 2026 capitalist letter:

"NVIDIA Corporation (NASDAQ:NVDA): The accidental successful NVIDIA has been created from the market's extrapolation of near-term AI uncertainty, contempt a structural request inflection for the world's ascendant AI infrastructure provider. On our estimates NVDA trades connected a 2027 aggregate of 13x. Management present guides astatine slightest $1 trillion successful AI infrastructure request done 2027 — treble the $500bn signalled 12 months agone — and frames this arsenic a level with NVDA the main beneficiary underpinned by the CUDA installed base. Revenue is besides diversifying beyond hyperscalers, with sovereign clouds, enterprise, and robotics increasing portion the SaaS-to-agentic modulation represents a further endeavor IT monetisation opportunity."