Jensen Huang and NVIDIA’s Bold Quantum Computing Strategy Revealed

I remember those iconic black turtlenecks.

When Steve Jobs took the stage to unveil a new iPhone, it felt magical.

It wasn’t just a sales pitch; he made everyone believe in the future.

Some CEOs merely run companies. Others, however, truly shape the world.

After Jobs, I thought I might never see another visionary leader like him in my lifetime.

Then came Jensen Huang.

Like Jobs, Huang has built a trillion-dollar empire with NVIDIA Corporation (NVDA). He shares a distinctive style—trade the turtleneck for a black leather jacket. When he speaks, markets respond.

The impact of Huang’s words was evident back in January.

Dressed in a striking alligator leather jacket designed for a Vegas stage, Huang faced analysts at a CES 2025 Q&A session. When asked about quantum computing, he was candid.

A “very useful” quantum computer? He estimated it might be 20 years away.

That brief comment caused billions in losses among quantum computing stocks.

While this reaction might seem typical—tech executives often share their insights—there is a twist.

On March 20, NVIDIA is hosting its first Quantum Day at its annual AI Conference.

This event aims to unite industry leaders, developers, and partners to discuss the future of quantum computing.

Attendees can expect live sessions, in-depth discussions, and insights into current trends and future directions.

And who is hosting it? Jensen Huang.

This raises a critical question…

Why did Huang previously downplay quantum computing, only to announce an entire day dedicated to it just weeks later?

Could this have been a strategy to mislead competitors?

In the competitive tech landscape, certainty is elusive.

What is Huang truly planning?

There seems to be a disconnect here.

As I will discuss in the third part of our special “Quantum Week” series, I suspect NVIDIA is positioning itself for a significant role in the quantum computing sector.

This development is crucial, as it could greatly influence the next phase of the AI Revolution.

I’ve identified a small stock that stands to benefit immensely; it could deliver a 50X profit opportunity much like the early days of NVIDIA back in 2016. At that time, NVDA was trading for a split-adjusted $1, leading to 7,000% returns for its investors. That’s why, in anticipation of Q-Day, I’ll lead an event titled Next 50X NVIDIA Call on Thursday, March 13, at 1 p.m. Eastern. (Click here to reserve your spot.)

But for now, let’s explore the significance of Huang’s upcoming Q-Day…

Understanding Q-Day: The Key Insights

This is not just an ordinary tech conference.

Huang isn’t hosting this event merely to smooth relations with quantum computing leaders after his earlier remarks. His schedule is too packed for that sort of engagement.

His previous comments might have been a strategy to lower expectations while NVIDIA intensifies its quantum computing initiatives behind the scenes. By managing anticipation early, the company may be preparing for a more impactful reveal of its quantum strategy at Q-Day.

Regardless of his past comments about quantum computing being “decades away,” the reality could be more nuanced than it appears.

NVIDIA’s Advancements in Quantum Computing Signal Major Industry Shift

The narrative surrounding NVIDIA is evolving. While recent comments from CEO Jensen Huang might have raised doubts, actions taken by the company tell a different story.

Mark your calendars for Q-Day, a significant event where NVIDIA will host live training sessions and discussions focused on how its partners are collaborating to push the boundaries of quantum computing.

This development sets the stage for NVIDIA’s ambitious plans in quantum computing.

NVIDIA’s Strategic Initiatives in Quantum Technology

NVIDIA has made critical investments in its quantum future. To bridge the gap between traditional and quantum computing, it introduced CUDA-Q, a hybrid platform that combines quantum processing units (QPUs) with NVIDIA’s graphics processing units (GPUs). This cutting-edge technology could be pivotal as the company looks beyond this decade.

Additionally, NVIDIA is actively working on quantum simulation tools. These tools allow developers to experiment with quantum-like environments, a necessary step until actual quantum hardware becomes accessible.

Significantly, major industry players are already lining up to incorporate NVIDIA’s technology into their own quantum programs.

Given these developments, it’s evident that doubts about Huang’s earlier comments on quantum computing may be misplaced. The pressing question now shifts from if NVIDIA will enter the realm of quantum computing to how influential this move will be.

Spotlight on the Quantum Computing Sector’s Resilience

The quantum computing industry has demonstrated strong resilience. Despite initial skepticism, it continues to forge ahead with transformative projects that have the potential to revolutionize problem-solving capabilities. Moreover, several major tech companies are launching innovative quantum chips, indicating significant momentum in the field.

Indeed, the quantum computing sector is advancing rapidly, and widespread adoption seems to be just around the corner. Historically, investors who act quickly when NVIDIA announces partnerships often realize substantial returns.

Success Stories Following NVIDIA Partnerships

Examining past collaborations, here are some notable gains following NVIDIA’s partnerships:

• Aurora Innovation Inc. (AUR) – surged 35% immediately after announcing a partnership with NVIDIA and Continental to work on autonomous trucks.
• Quanta Services Inc. (PWR) – experienced a remarkable 10X increase following an NVIDIA deal.
• Super Micro Computer Inc. (SMCI) – skyrocketed 2,460% after teaming up with NVIDIA.

Amid these developments, I have identified a stock that could be the next big opportunity. This lesser-known company has already secured contracts with NVIDIA, Amazon.com Inc. (AMZN), Microsoft Corporation (MSFT), and even NASA.

This discovery stemmed from the reliable system used in my Breakthrough Stocks service. Last year, my strategy helped pinpoint stocks before they surged. Here’s a look at some of our top gains:

• Super Micro Computer, Inc. (SMCI): 593.04% gain (1/3 sold)
• Rambus, Inc. (RMBS): 158.7% in 16 months (1/3 sold)
• CECO Environmental Corp. (CECO): 151.81% in 25 months
• Powell Industries, Inc. (POWL): 122.08% in 8 months (1/3 sold)
• e.l.f. Beauty, Inc. (ELF): 68.57% in 16 months

This newly identified stock has the potential to outperform them all. If NVIDIA announces a major development at Q Day, this company could experience explosive gains.

However, it’s important to note that Wall Street has not yet recognized this opportunity.

I am sharing this information ahead of NVIDIA’s Q-Day on March 20.

I invite you to join me on Thursday, March 13, at 1 p.m. Eastern for my Next 50X NVIDIA Call summit. During this event, I will provide crucial insights regarding Q-Day, including more about my top pick—a small-cap stock secured by 102 patents and closely associated with NVIDIA.

Reserve your spot by clicking here.

Once Huang announces his next big update, it might be too late for many investors. Don’t miss out on this critical opportunity.

Sincerely,

Louis Navellier

Editor, Market 360

The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

CECO Environmental Corp. (CECO), e.l.f. Beauty, Inc. (ELF), NVIDIA Corporation (NVDA), Powell Industries, Inc. (POWL), Quanta Services, Inc. (PWR), and Super Micro Computer, Inc. (SMCI)