Key Points
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Nvidia isn’t developing a quantum computing unit.
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The company has developed interface systems that make it easier for quantum computers to plug into traditional computing infrastructure.
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Nvidia (NASDAQ: NVDA) isn’t the first stock that comes to mind when discussing quantum computing. That’s probably because it isn’t building a quantum computer or quantum computing chip, nor does it plan to. Given that, you might wonder why it could even be considered a quantum computing investment.
The answer to that is that there’s more to quantum computing than the actual computing units, and Nvidia is leaning heavily into the support side, which makes it a pretty good offshoot investment. Combine that with the massive AI build-out tailwind ongoing right now, and you have a recipe for a stock that could have several years’ worth of strong growth ahead.
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Nvidia predicts a hybrid quantum computing environment
Quantum computers perform computations in ways that are fundamentally different from traditional machines. While they have the potential to be incredibly useful in some unusual situations where the math gets so complex that it would take a standard supercomputer years to deliver an answer, quantum computers will never be appropriate tools for most of the tasks we use computers for today. Furthermore, Nvidia and others are betting that quantum computers won’t be able to function in isolation; they’ll need close support from traditional accelerated computing hardware, such as its GPUs.
To ensure that server clusters built around its processor architectures are used in the hybrid computing approach, Nvidia has launched several supporting products. First, it developed the NVQLink, a high-speed connector that allows quantum computers to interface with classical servers powered by Nvidia’s GPUs.
It has also adapted its industry-leading CUDA software platform to include quantum computing functions, which differ significantly from traditional computing functions. This version of the software is appropriately named CUDA-Q, and it’s another reason why quantum computing firms may choose Nvidia’s hardware to support their quantum computers. Nvidia also developed an AI model called Ising that helps with quantum computing error correction.
All these new technologies ensure that Nvidia’s platform will be used alongside quantum computing hardware when that technology eventually reaches commercial viability. If quantum computing takes longer than expected to get to that point (or even if it never reaches mainstream status), Nvidia’s position at the top of the accelerated computing field will remain, and it will continue to make money from the massive AI build-out.
Nvidia expects huge growth on the AI front through 2030, projecting that global annual data center capital expenditures will reach $3 trillion to $4 trillion that year. For reference, Nvidia believes the big five AI hyperscalers will spend nearly $800 billion on data centers in 2026 and $1.3 trillion in 2027.
So, whether it’s traditional computing for AI or looking to the future of quantum computing, Nvidia has clearly positioned itself as a major partner for whichever new technologies need significant computing power. As a result, I think it’s a top investment pick, even in a quantum computing-focused basket.
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Keithen Drury has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.
