The Quantum Race: Which Tech Giant Will Deliver Maximum Returns?

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Nvidia’s Strategic Move into Quantum Computing

Nvidia (NASDAQ: NVDA) is positioning itself at the forefront of the quantum computing industry. The company has established partnerships with 17 quantum builders and nine scientific labs, developing NVQLink to bridge AI chips and quantum computers. Despite not currently creating quantum chips, Nvidia’s significant investments in quantum computing firms through its venture arm, NVentures, aim to enhance its influence in the sector.

The Boston Consulting Group estimates that quantum computing could generate up to $850 billion in economic value by 2040. Nvidia reported $57 billion in revenue for the third quarter of fiscal 2026, reflecting a 62% year-over-year increase, with net income of $31.8 billion, a 59% rise. The company currently holds $116.5 billion in total current assets, underscoring its capacity to invest in research and development to capitalize on the evolving quantum landscape.

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