Guideposts: Did Jensen Huang 'Dis' Quantum Computing Because He Wants to Own It… Cheaply? | | by George Gilder and Richard Vigilante
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In December 2024, quantum computing stocks surged following a series of high-profile announcements, including Google's (NASDAQ: GOOG) Willow chip and Amazon's (NASDAQ: AMZN) Quantum Embark program.
Then in January 2025, Nvidia (NASDAQ: NVDA) CEO Jensen Huang declared that useful quantum computers were likely "decades away," triggering a sector-wide collapse. Rigetti Computing Inc. (NASDAQ: RGTI) dropped 35%, Quantum Computing Inc. (NASDAQ: QUBT) fell 32%, and D-Wave Quantum (NYSE: QBTS) lost nearly 30% in just a matter of days.
Then in the next twist, on March 20 of this year, a mere 54 days after he sent those quantum computing stocks into a tail spin, Huang personally hosted Nvidia's first-ever "Quantum Day" at its GPU Technology Conference (GTC) and announced the new NVIDIA Accelerated Quantum Research Center (NVAQC).
Table 1 illustrates the power of Huang's comments. After enormous gains in 2024, the five most watched quantum stocks dropped by double-digit percentages following Huang's January remarks at CES. Despite modest rebounds through early March, Nvidia's renewed commentary at GTC triggered another wave of selling. (Perhaps on fears NVDA would become a competitor). The net effect has been a 58% to 76% retreat from peak levels for these stocks.
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Click here to see how anyone can profit fast. | | | What the heck is going on? Here's my guess. Perhaps Jensen Huang's dismissive remarks were strategic and the timing far from coincidental. Could this have been a deliberate effort to reduce valuations in quantum companies NVDA might like to acquire to prepare Nvidia's entry into the field?
We can't know, but it would make sense. Huang understands that if quantum computing becomes a practical reality, Nvidia's GPUs will be needed as a connection between the classical and quantum computing worlds, essential for training and supporting quantum systems in hybrid architectures. Huang could be positioning Nvidia as the classical AI backbone to quantum.
The Boston-based research center announced on Quantum Day will deploy 576 Blackwell GPUs on Nvidia's GB200 system and leverage CUDA-Q to accelerate hybrid quantum-classical computing development. That same day, Huang revealed deep partnerships with companies like Quantinuum and Quantum Machines.
The newly announced center will deploy a GPU-accelerated architecture focused specifically on integration challenges such as quantum error correction, hybrid classical-quantum workloads, and low-latency control. Huang gets that future quantum computers will need classical compute infrastructure driven by GPUs to serve as the interface between classical and quantum logic. The CUDA-Q platform already supports this role, allowing researchers to accelerate quantum workflows by offloading classical tasks to Nvidia hardware.
By positioning itself to acquire a promising quantum startup, NVDA could bid to own the critical interface layer between quantum processing units (QPUs) and traditional compute infrastructure.
Table 2 highlights the companies NVDA is most likely to see as acquisition candidates. Rigetti, Quantinuum, and Quantum Machines stand out for their technical maturity and GPU compatibility. Quantum Machines is already working directly with Nvidia to develop GPU-QPU interconnect protocols. If Nvidia wants to be vertically integrated into the quantum stack — without building a quantum processing unit (QPU) itself — one or more of these companies could advance that goal.
All these companies are financially vulnerable, deep in the red despite robust technical achievements and stock momentum in 2024. IonQ is the healthiest of the group, with over $35 million in revenue and improving margins, but still losing money and burning cash. Rigetti continues to suffer heavy losses, but its technical compatibility with Nvidia's vision makes it a strategic match. D-Wave and QUBT remain speculative, and their financials reflect it. This fragility could give Nvidia enormous leverage if it decides to acquire or invest. | | From Market Confusion to A.I. Clarity in 60 Minutes Forget complex trading indicators.
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Here are five developments that encourage us to believe Jensen Huang is orchestrating a long-term play in the quantum computing sector:
1. From Dismissal to Full Court Press
Fewer than eight weeks intervened between Huang's dismissive remarks in January to his announcements at "Quantum Day" when he invited 12 CEOs of major quantum computing companies on stage.
2. Creating a Quantum Ecosystem Anchored by Nvidia
Nvidia has moved aggressively to integrate itself into the quantum ecosystem, by ensuring its hardware and software are central to making quantum practical. The Nvidia Accelerated Quantum Research Center, in partnership with MIT and Harvard, is an infrastructure hub for quantum-classical innovation.
3. CUDA-Q: The Moat Renewed
CUDA-Q, Nvidia's open-source hybrid quantum programming platform, is the spiritual descendant of CUDA, the AI programming platform that gave Nvidia its enduring AI moat. CUDA-Q allows developers to write programs that use classical and quantum processors interchangeably, seamlessly deploying workloads across GPUs, CPUs, and QPUs. Should CUDA-Q become the default development environment for hybrid quantum applications, NVDA will own the tooling layer — just as it now dominates the software stack for AI.
4. DGX Quantum and Hardware Control
DGX Quantum, a hybrid system launched in collaboration with Quantum Machines, integrates Nvidia's Grace Hopper Superchips with a low-latency quantum control stack. The system supports real-time feedback between GPUs and QPUs, enabling experimental quantum workloads and error correction. By providing the link between unstable QPUs and scalable classical compute, Nvidia inserts itself as the indispensable middle layer — the hybrid enabler no other company is in position to replicate at scale.
5. Show Me the Money
With multiple quantum computing companies trading 60%–80% below their December highs and Nvidia's massive cash position (over $25 billion in liquidity as of FY 2025), an acquisition of a leading QPU firm such as IonQ, Rigetti, or a private leader like QuEra is not only feasible — it's logical.
Jensen Huang isn't late to quantum. He's ahead of everyone — setting the tempo, building the rails, and waiting to own the train.
Investor Takeaway
Nvidia has inserted itself into the heart of the quantum ecosystem with one of the most powerful AI-supercomputing clusters ever built. It forged partnerships with top quantum labs, launched CUDA-Q, and established a dedicated research center to tackle hybrid quantum-classical computing.
That changes the risk/reward profile for these quantum companies. They are still speculative and still bleeding cash. But the emergence of Nvidia as a consolidator and infrastructure partner transforms the equation.
If Nvidia buys Rigetti or announces deeper CUDA-Q integration with IonQ or Quantum Machines, these stocks could rip again. At Gilder's Technology Report, we're remaining cautious. Investors should not chase irrational rallies — but neither should they ignore a massive strategic repositioning.
Sincerely,
George Gilder, Richard Vigilante, Steve Waite, John Schroeter, and Robert Castellano
Editors, Gilder's Guideposts, Technology Report, Technology Report Pro, Moonshots, and Private Reserve | | About George Gilder:
 George Gilder is the most knowledgeable man in America when it comes to the future of technology and its impact on our lives. He’s an established investor, bestselling author, and economist with an uncanny ability to foresee how new breakthroughs will play out, years in advance. George and his team are the editors of Gilder Technology Report, Gilder Technology Report Pro, Moonshots and Private Reserve. | | | | | |
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