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$NVDA ’s newest AI models spark rally in quantum computing stocks
$IONQ $QBTS $INFQ $RGTI $XNDU $QUBT
Nvidia’s move has reignited serious excitement around the quantum space. The company’s introduction of new open source AI models for quantum computing strengthened the market perception that the commercialization process in this field may move faster than expected. Naturally, that brought strong buying into quantum stocks both in Asia and in the U.S.
Jensen says this is the first open source AI model family developed for quantum computing, and he expects the quantum market to exceed $11B by 2030.
Nvidia’s Ising model focuses on the two biggest bottlenecks in quantum systems: error correction and system calibration. If meaningful progress is truly made on that front, the timeline for quantum computers to move into practical use cases could shorten. And that is exactly the possibility the market is buying right now.