Catenaa, Thursday, March 20, 2025-Nvidia announced plans Tuesday to launch a quantum computing research center, driving gains in related stocks amid growing investor interest.
The Nvidia Accelerated Quantum Research Center (NVAQC), based in Boston, aims to integrate quantum hardware with supercomputers to tackle the field’s most complex challenges.
The announcement was made during Nvidia’s annual GTC AI conference, which features a dedicated day for quantum computing. NVIDIA GTC took place at the San Jose McEnery Convention Center, in San Jose, CA, March 16–21, 2025.
Nvidia also introduced its next-gen AI chips, Blackwell Ultra and Rubin, at GTC 2025, reinforcing its leadership in AI computing. The chips aim to meet the rising complexity of AI workloads and data center demands.
Quantum computing stocks surged Monday ahead of the event. D-Wave Quantum climbed 9.4%, Quantum Corp. rose 23.1%, and Quantum Computing gained 15.5%.
AI-related stocks also saw increases, with SES AI jumping 30% and Dell Technologies rising 3%. Despite initial gains, Nvidia shares were down 1.8% in late trading.
The move marks a shift from Nvidia CEO Jensen Huang’s January remarks that practical quantum computing remains decades away, which previously led to a selloff in the sector. The NVAQC initiative signals Nvidia’s growing interest in the field while reinforcing its dominance in AI computing.
The center will collaborate with Quantinuum, Quantum Machines, and QuEra Computing, leveraging Nvidia’s GB200 NVL72 AI supercomputers. Nvidia also plans to recruit researchers from Harvard University and MIT to address key quantum challenges, such as qubit noise.
While Nvidia has developed a cloud-based platform for quantum algorithms, it has not announced plans to build its own quantum processors. More details are expected during the conference’s Quantum Day on Thursday.
The conference also highlighted a shift toward liquid cooling for AI chips as workloads grow more intensive.
Nvidia also introduced ‘Blue,’ an AI robot developed with Disney and Google, at GTC 2025.
CEO Jensen Huang highlighted robotics as a solution to labor shortages. Nvidia also unveiled next-gen AI chips, Blackwell Ultra and Rubin, along with AI supercomputers DGX Spark and DGX Station for large-scale AI workloads.
