Nvidia Takes the Stage: Quantum Computing and the Caution of the CEO

Nvidia made a striking impression at CES 2025 when CEO Jensen Huang outlined the company's vision for the future, revitalizing the chip giant's shares. During his Q&A session with Wall Street analysts, Huang elaborated on his views on key technologies such as artificial intelligence and quantum computing, the latter gaining importance this year. Although the era of artificial intelligence is thriving, more and more tech enthusiasts are eyeing quantum computing as the potential technology driver of the future. Huang remains calm, describing quantum computing as no immediate threat to his industry, seeing its development over several decades. The term quantum computing may evoke associations with complex algorithms, but fundamentally, it describes an advanced form of computing that can solve tasks significantly faster than classical systems. Developments in the field of quantum computers are causing nervous movements in the stock markets, especially for the companies involved. Nevertheless, Stephen Guilfoyle from Wall Street interprets the scenario as an opportunity, emphasizing that many quantum computing companies collaborate with Nvidia. Markus Pflitsch from Terra Quantum AG believes Huang's comments aim to protect Nvidia's core market in the classical computing sector. Despite the current setbacks for quantum computing stocks, Dev Nag from QueryPal argues that progress in this area is happening similarly to AI—as a gradual evolution. Nag highlights that banks like JPMorgan and BBVA are already integrating quantum computing into their risk processes. According to him, this technology will find increasing applications as the hardware matures. The long-term impacts of quantum computing are expected to significantly affect the markets long before error-free quantum supremacy becomes a reality. Fears of sudden disruption should, therefore, be replaced by the perception of continuous progress.