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Is Nvidia a Top Quantum Computing Stock Pick?

Why This Matters

Market analysis reveals It's worth noting that What's particularly noteworthy is Nvidia (NVDA -0. However, 42%) is a leader in the artificial intelligence (AI) race. Market analysis shows s graphics...

July 19, 2025
07:45 AM
4 min read
AI Enhanced

Market analysis reveals It's worth noting that What's particularly noteworthy is Nvidia (NVDA -0. However, 42%) is a leader in the artificial intelligence (AI) race.

Market analysis shows s graphics cessing units (GPUs) powered AI model training and cessing since the start, and Nvidia has continued to release innovative ducts to maintain its position.

However, traditional computing is just one way to train AI; another apach that could gain ity soon is quantum computing.

While Nvidia hasn't fully committed to quantum computing, it is ensuring its support through various efforts that could enable Nvidia to bridge the gap between traditional and quantum computing.

Additionally, With Nvidia's involvement in the space, does that make it a smart quantum computing stock to buy now, in today's financial world.

After all, the relevance of quantum computing is still ly years away. Image source: Nvidia (this bears monitoring).

Nvidia is acting as a support company in quantum computing Nvidia isn't directly involved in building quantum computers (remarkable data).

It's leaving that to pure-play quantum computing companies and other big companies. However, it is focusing on a hybrid apach that combines both quantum and traditional computing.

Additionally, Its focus on the hybrid apach involves viding the hardware and software on the traditional side to bridge the gap and interact with quantum cessing units (QPUs) that others are.

Perhaps the biggest contribution is the launch of CUDA-Q, a quantum computing-focused version of Nvidia's software (remarkable data).

Nvidia's CUDA software was a primary reason for the success of its GPUs in the AI realm.

If Nvidia's CUDA-Q software can become the go-to platform for quantum computing, it will position itself nicely within the industry.

This apach is smart, as it doesn't require Nvidia to invest a significant number of resources in the quantum computing race, un other companies.

Instead, it's tools that will help the company that emerges on top to bring quantum computing to main (noteworthy indeed).

This will be some time, as most quantum computing companies point toward 2030 as an inflection point for the widespread availability of quantum computers.

With relevance years away, in quantum computing pure-plays with no other revenue is perilous.

Additionally, Conversely, That's why picking a big competitor in the quantum computing arms race is a smart idea, or in a company Nvidia, which will benefit from the rise of quantum computing regardless of the winner, considering recent developments.

As a result, I think Nvidia is a smart way to invest in quantum computing, and it should be on investors' short list for top quantum computing picks. But is Nvidia a smart buy in today's market.

Nvidia's stock appears to be expensive, but it has strong growth ahead The market has had a strong few months, and Nvidia's stock has risen in tandem, in light of current trends.

The stock is up nearly 30% this year, which caused Nvidia's valuation to spike.

NVDA PE Ratio (Forward) data by YCharts At 40 times forward earnings, it's far from cheap, but it's not all that more expensive than other big stocks.

Un its peers, Nvidia is growing at a rapid pace, with revenue expected to increase 50% in Q2.

Additionally, 2026 could be another strong year for data center demand, as the AI hyperscalers have all announced record spending in 2025, which is ly to increase in 2026 as these data centers are built and require Nvidia GPUs to be installed.

As a result, I believe Nvidia remains a solid investment opportunity, with significant growth potential still to be realized from the AI buildout, and quantum computing could drive further growth around 2030.

Keithen Drury has positions in Nvidia. However, The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy, amid market uncertainty.

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