Nvidia Corporation (NVDA) has introduced a new platform, NVQLink, at the GTC event in Washington, that connects quantum processors to GPU-based supercomputers. This marks another step in Nvidia’s move beyond AI. Chief Executive Officer Jensen Huang also said the company has secured $500 billion in deals for its upcoming Blackwell and Rubin chips, placing its market value over $5 trillion. So, how does the NVQlink move the quantum industry forward, and where does it position Nvidia?
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Building a Hybrid Platform
NVQLink is designed to let data move quickly between quantum and classical computers. This real-time link helps researchers correct errors and manage quantum systems more efficiently. The system was developed in collaboration with U.S. national laboratories and more than twenty companies working in quantum hardware and control systems. It also works with Nvidia’s CUDA-Q software, which allows developers to design applications that combine GPUs and quantum processors.
Several quantum computing firms have already joined the platform. Quantum Circuits said its Seeker processor now connects with Nvidia’s CUDA-Q. Quantum Machines stated that its control systems can use NVQLink to send data to Nvidia hardware for live feedback. Alice & Bob, a France-based company, said it is using NVQLink to improve coordination between its quantum processors and Nvidia GPUs. Pasqal, also based in France, announced plans to connect its neutral-atom processors via NVQLink to improve scalability.
Expanding the Quantum Ecosystem
The U.S. Department of Energy said NVQLink supports its effort to advance high-performance computing. Energy Secretary Chris Wright noted that the project brings together national labs, startups, and major industry players to keep the U.S. ahead in scientific research. Other partners include IonQ (IONQ), Rigetti Computing (RGTI), and Oxford Quantum Circuits, all of which are integrating their systems through NVQLink.
In addition, ORCA Computing announced it is using NVQLink to connect its photonic quantum systems with Nvidia GPUs. This setup lets data move between the two types of computers in real time. ORCA said the design allows organizations to use quantum-enhanced workloads in existing data centers without major infrastructure changes. Nvidia’s Tim Costa, who leads its quantum division, said the goal is to make quantum and classical systems work together seamlessly.
Market View
For investors, the announcement reinforces Nvidia’s position as a key player in the next wave of computing. The company already dominates the AI chip market and is now extending its platform into quantum computing. By linking both systems, Nvidia is creating tools that scientists, engineers, and companies can use for complex tasks in fields such as healthcare, finance, and cybersecurity. Most importantly, from a top-and-bottom-line perspective, Nvidia creates tools that all those as mentioned above are reliant on.
NVQLink may also help accelerate the use of hybrid systems that blend quantum and classical computing. As the technology develops, analysts expect Nvidia to benefit from its early lead and its growing network of partners. On the market side, Nvidia stock rose 4.98% on Tuesday to close at $201.03, following the company’s latest announcements.
Is Nvidia Stock a Buy?
Nvidia continues to hold the Street’s endorsement with a Strong Buy consensus rating. The average NVDA price target is $231.34, implying an 11.74% upside from the current price.
