Nvidia and Quantum Computing
Nvidia is planning a strategic entry into quantum computing through an investment in PsiQuantum, a startup developing photonic quantum computers. This investment marks Nvidia’s first direct investment in physical quantum computer technology. PsiQuantum is currently in a funding round led by BlackRock, aiming to raise at least $750 million. The startup is valued at around $6 billion.
In contrast to other companies, PsiQuantum relies on conventional semiconductor manufacturing processes instead of rare materials, which speaks to better scalability. Nvidia’s CEO Jensen Huang had long expressed skepticism about the feasibility of quantum computers, but he has now announced a joint research center with Harvard and MIT.
Nvidia and Artificial Intelligence
Alongside its commitment to quantum computing, Nvidia presented new AI infrastructure offerings at Computex 2025. These include the robot-driven platform Isaac GR00T-Dreams for training humanoid robots and the modular server offering NVLink Fusion, which allows customers to combine their own CPUs with Nvidia AI chips. Huang referred to “physical AI” as the next trillion-dollar industry and sees great potential for applications in factories and households.
Importance for Private Investors
The developments at Nvidia reflect the trend that both quantum computing and AI are increasingly coming to the forefront of technological innovations. The investment in promising startups like PsiQuantum, along with the expansion of AI offerings, makes these stocks particularly attractive for private investors looking for long-term growth potential.
In summary, Nvidia’s engagements in the field of photonic quantum computers as well as its leading role in new AI technologies are central drivers behind the current interest in these stocks this week.