"All it really takes is a few comments from Huang to send quantum stocks soaring or tanking. And while Huang has grown a bit more optimistic about the quantum timeline through the year, saying things like the technology is reaching an "inflection point," rather than dismissing the technology as "decades away," I do think that investors should get excited about the potential as quantum computing tech hits the market sooner rather than later."
"With Nvidia pulling the curtain on its new NVQLink system, which connects quantum computers to its AI accelerators, it's clear that Huang is already focused on "what's next" while many of Nvidia's rivals are still looking to catch up in the AI race. In many ways, Jensen and Nvidia seem to be playing chess while others play checkers. But the big question for investors is what such a hybrid quantum-classical product will really bring to the table."
Jensen Huang's commentary significantly influences investor sentiment around quantum computing. He has grown more optimistic about the quantum timeline, describing the technology as reaching an "inflection point" rather than being "decades away." Nvidia unveiled NVQLink to connect quantum computers to its AI accelerators, aiming to make next-generation quantum systems accessible for existing customers. Nvidia cannot become a quantum pure-play overnight but can position itself to profit from hybrid quantum-classical solutions. NVQLink represents a low-risk, high-reward move that could help Nvidia widen its lead over rivals and offer investors a way to play the quantum transition.
Read at 24/7 Wall St.
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