Nvidia AI Chip Forecast Drives ¥1.08 Trillion Inflow; Tiger Global Raises Stake
NVDA•Nvidia forecast blockbuster demand for its flagship AI chips, spurring a broader AI rally that helped foreign investors pour a net 1.08 trillion yen ($6.77 billion) into Japanese equities in the week ending May 23, up 14% week-on-week. Tiger Global boosted its position in Nvidia alongside stakes in Taiwan Semiconductor, Meta Platforms and Broadcom, reflecting growing institutional confidence in AI infrastructure.
1. Nvidia’s AI Chip Demand Outlook
Nvidia projected “blockbuster” demand for its latest AI inference and training chips, citing surging enterprise deployment of generative AI workloads across cloud and data-center customers. The company’s bullish outlook has underpinned a rally in technology-related equities and reinforced Nvidia’s leadership in the global AI hardware market.
2. Surge in Japanese Equity Investments
Foreign investors allocated a net ¥1.08 trillion into Japanese stocks during the week ending May 23, marking the eighth consecutive weekly inflow and a 14% increase from the previous week. Technology shares benefited the most as easing oil prices and strong AI demand drove portfolio rebalancing toward growth sectors.
3. Tiger Global’s Strategic AI Stakes
Tiger Global Management expanded its exposure to Nvidia while also increasing positions in Taiwan Semiconductor, Meta Platforms and Broadcom. The portfolio adjustments reflect a strategic shift by institutional investors toward companies positioned to supply critical AI infrastructure and chips.
