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Nvidia’s Quantum Computing Strategy
Nvidia has gained traction with its Quantum Cloud platform, with approximately 75% of organizations using its CUDA-Q for quantum simulation on classical computers. Major cloud service providers, including Microsoft Azure, Google Cloud, and Oracle Cloud, have integrated Nvidia Quantum Cloud into their offerings. Nvidia recently introduced NVQLink, a bridge connecting quantum processors with classical supercomputers, indicating its commitment to a hybrid computing future.
As of Q3 2025, Nvidia reported $57 billion in revenue and is projected to reach $65 billion next quarter, suggesting that its “pick-and-shovel” investment strategy in quantum computing mirrors its earlier success in artificial intelligence. The company aims to capitalize on the rapidly evolving quantum computing landscape similarly to how it benefited from the AI boom.
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