5 Best AI Infrastructure Stocks to Buy According to Hedge Funds 

3. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 275

On the back of strong confidence from hedge funds and Wall Street, NVIDIA Corporation (NASDAQ:NVDA) is one of the best AI infrastructure stocks, with upside potential of 34.0%.

NVIDIA Corporation (NASDAQ:NVDA) is not just selling chips into the AI buildout. It now provides infrastructure builders with an end-to-end stack to construct, simulate, and operate entire AI factories.

On June 1, 2026, NVIDIA Corporation (NASDAQ:NVDA) announced the NVIDIA DSX platform, a co-designed system that brings together open-source software libraries, application programming interfaces, reference designs, accelerated computing platforms, and partner technologies into a unified framework for AI factory design, deployment, and operations.

The latest additions to NVIDIA Corporation (NASDAQ:NVDA)’s platform include two new open source software layers.

DSX MaxLPS is a suite of technologies designed to maximize token performance per megawatt within a fixed power budget, combining 45-degree Celsius liquid cooling with in-rack optimization tools that allow operators to run up to 40% more GPUs at their most energy-efficient point with minimal workload impact. DSX OS is a modular software layer purpose-built for AI factory operations, covering lifecycle management, intelligent scheduling, health automation, resiliency, and multi-tenant operations.

Those additions join existing DSX components, including DSX Sim, a high-fidelity simulation layer that lets operators model and validate infrastructure decisions before deployment; DSX Flex, which connects AI factories to power grid services for dynamic workload adaptation; and DSX Exchange, which integrates compute, energy, and cooling signals across IT and operational systems.

The platform is already seeing broad adoption.

Cloud partners, including CoreWeave, Lambda, and Nebius, are deploying DSX components, while Dell Technologies, HPE, Lenovo, and Supermicro are building DSX-ready systems. Jensen Huang said DSX lets builders simulate an entire factory before spending a dollar.

NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.

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