Quantum Stocks Jump As Nvidia Sees Inflection Point

Bonisiwe Shabane

-Jan 2, 2026, 12:25 PM

quantum stocks jump as nvidia sees inflection point

Nisha Gopalan is a former Senior Overnight Assignment Editor for Investopedia News. She is an award-winning financial journalist who has worked in London, where she is currently based, and Hong Kong. She previously worked at The Wall Street Journal and Bloomberg. Mustafa Yalcin / Anadolu via Getty Images Quantum computing shares are jumping in premarket trading Wednesday after Nvidia (NVDA) CEO Jensen Huang said that the industry is “reaching an inflection point." Huang's comments during his keynote speech at the chipmaker’s GTC Paris developer conference mark more optimistic take by the Nvidia CEO, who said early this year that quantum computing technology is 15 to 30...

“Quantum computing is reaching an inflection point,” Huang said in the speech Wednesday. “We are within reach of being able to apply quantum computing, quantum classical computing, in areas that can solve some interesting problems in the coming years.” For equity investors looking beyond incremental AI investments, quantum computing is emerging as one of the most lucrative opportunities heading into 2026. Industry estimates show the global quantum computing market is expected to grow from $0.8 billion in 2025 to $1.08 billion in 2026, with a projected CAGR of 35.2% through 2035 as enterprises accelerate adoption... McKinsey estimates quantum computing-related revenues could reach up to $72 billion by 2035, driven by applications in optimization, materials science, drug discovery and complex financial modeling. For investors, this growth narrative has already translated into outsized stock performance, with several pure-play quantum stocks delivering quadruple-digit returns during 2024–2025 despite the absence of positive earnings, as revenues scaled from a small...

The Defiance Quantum ETF QTUM gained 103.9% during this period. In this article, we discuss three stocks- IonQ IONQ, International Business Machines IBM and NVIDIA NVDA that are expected to deliver significant gains in 2026, banking on accelerating quantum adoption, expanding commercial pipelines and... While revenues remain modest and profitability elusive, the convergence of accelerating enterprise interest, rising government and corporate funding and visible technical progress is positioning 2026 as a potential inflection year, when valuation dispersion between... For investors willing to tolerate volatility, quantum computing increasingly resembles a high-beta, early-cycle technology bet rather than a distant scientific experiment. Capital deployment into the sector is surging, with quantum funding more than doubling year over year in 2025. Going by SPINQ, total equity funding reached $3.77 billion across the first three quarters of 2025, positioning quantum computing among the fastest-growing deep-tech segments globally and setting the stage for further capital inflows in...

Nvidia CEO Jensen Huang is growing more bullish about quantum computing — and he expects they'll start solving real-world problems in the coming years. "Quantum computing is reaching an inflection point," Jensen declared during his keynote speech at Nvidia's GTC Paris developer conference Wednesday. Quantum computers are machines that use the laws of quantum mechanics to solve problems too complex for classical computers, which store information in bits (ones and zeroes). Quantum computers use quantum bits, or "qubits," which can be zero, one or something in between — the aim being to process much larger volumes of data to facilitate breakthroughs in areas like medicine,... Quantum has been a buzzy space for investors with the rise of several popular stocks, such as Rigetti Computing and IonQ, which on Monday acquired Oxford Ionics for $1.1 billion. Shares of Rigetti and IonQ were up 4.5% and 3.7% respectively in U.S.

premarket trading. Nvidia CEO Jensen Huang said quantum computing is reaching an inflection point, unveiling CUDA-Q to bridge quantum and classical computing systems for real-world problem-solving. Huang described a shift from data centers to “AI factories” that generate intelligent outputs, marking the start of a new industrial era. Huang said humanoid robots will soon be teachable and affordable for small businesses, not just industrial giants. Nvidia CEO Jensen Huang is turning his attention to the next critical enabler of the artificial intelligence (AI) revolution: quantum computing. Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.

Quantum computing stocks jumped Wednesday after Nvidia CEO Jensen Huang made positive comments about the technology at the company’s GTC Paris conference. His remarks represent a major shift from his previous timeline predictions. Jensen Huang says quantum computing is hitting an inflection point — logical qubits are finally scaling fast Moore’s law–style explosion:"i could expect 10x more every 5 years, 100x every 10" Quantum-classical computing is now within reach for solving some interesting… pic.twitter.com/DwRxkdPLCl — Haider.

Quantum Stocks Jump As Nvidia Sees Inflection Point

People Also Search

Nisha Gopalan Is A Former Senior Overnight Assignment Editor For

“Quantum Computing Is Reaching An Inflection Point,” Huang Said In

The Defiance Quantum ETF QTUM Gained 103.9% During This Period.

Nvidia CEO Jensen Huang Is Growing More Bullish About Quantum

Premarket Trading. Nvidia CEO Jensen Huang Said Quantum Computing Is