Invite brief
- The quantum day of NVIDIA at the GTC 2025 brings together industry leaders to discuss the current capacities of technology and future potential.
- The previous skepticism of the CEO Jensen Huang concerning the Quantum Computing calendar caused stock reductions for several quantum companies, which prompted Nvidia to engage more directly with the quantum industry, suggest analysts.
- The event will showcase discussions on the role of Quantum Computing in AI, marketing challenges and potential breakthroughs, with managers of main participating quantum companies.
- Picture: Google Quantum Ai
Inaugural of Nvidia Quantum day at GTC 2025 – scheduled for March 20 – closes and anticipation develops for the event, which will bring together Industry leaders and researchers to discuss the current progress in quantum computer science and future potential.
Initially, some in quantum industry – and perhaps in the largest technological industry – considered Nvidia’s decision to welcome its first quantum day as more excuses and slightly apologized. However, the event is now considered more than a simple gathering of the industry and more than a gesture of the quantum IT community – this is a declaration, according to The investor affairs dailyWho asked analysts and key figures to break the events that led to the announcement of the quantum day.
After the remarks of CEO Jensen Huang – this quantum calculation would not be “very useful” for 15 to 30 years – in January Sending IT stocks Quantum fallThe technology giant now brings together industry leaders to discuss the future of technology. This decision suggests that Nvidia recalibrates its position and recognizes the potential of quantum computers as soon as possible, according to IBD.
“If Nvidia really thought that Quantum was 15 to 30 years, would he have an event today?” Probably not, ”said Gil Luria, analyst at DA Davidson and technology research chief of the company, in IBD.
The GTC event in Silicon Valley – a highlight of the technological conference calendar – will star in quantum leaders, including the CEO of D -Wave, Alan Baratz, who was personally invited by Huang shortly after having broken out the controversy.
Huang’s fallout from comments
Huang’s comments at CES had an immediate impact. Investors have panicked, which dropped the actions of Rigetti Computing, Ionq, D-Wave and Quantum Computing Inc.
Luria, who had just given a quantum company a purchase note, knew that the quote would have an impact.
“When I heard that, I drove my eyes a little,” Luria told IBD. “But I realized that it was going to have an impact.”
Baratz was among the most vocal to repel.
“The quantum computer industry is still young and the investor market still matures,” said Baratz, according to IBD. “Everyone is looking for all the information they can use to make decisions. Sometimes disinformation can come out and generate decisions. »»
Quantum IT companies argue that real world applications already exist, companies exploring technology for the optimization of the supply chain, discovery of drugs and financial modeling. Others, including veteran investors from Silicon Valley, argue that large -scale commercial viability is still in years.
A constant flow of predictions caused waves of predictions on the quantum of CEOs and former CEOs to scientists and physicists. These predictions – not by coincidence – have caused turbulence on the booming stock market.
“And everything has still doubled, that is to say that our expectations have gone from five to 15 years to 10 years to five years over a period of two weeks,” Loria told IBD. “This is how you can explain the movements of actions: when reducing cash flows, this has a lot if all my cash flows are at five or 15 years old.”
Reduced cash flows (DCF) are a financial evaluation method which estimates the current value of an investment by projecting future cash flows and adjusting them for the risk and value of time using an discount rate. DCF analysis shows that even slight delays within the expected time of cash flow can cause drastic valuation fluctuations for quantum companies compared to mature companies, The Initiate Quantum reported at the time.
Nvidia’s position and AI factor
The debate on quantum computer science is particularly relevant to Nvidia, whose domination of artificial intelligence fleas is not disputed. Quantum IT could possibly make a challenge to the main activity of Nvidia by offering another way to treat complex calculations more effectively than GPUs.
“Quantum IT is not what’s next to AI,” said Luria. “There are two parallel paths crossing. Quantum will be at some point to create a truly sophisticated AI. A quantum computer can replace GPUs in the data center – but it does not replace AI. »»
Baratz should that the impact of Quantum on AI could arrive earlier than expected. D-Wave is already collaborating with the pharmaceutical division of Japan Tobacco on the discovery of drugs fueled by AI, while Ionq works with Astrazeneca on similar initiatives.
Quantum IT challenges
Although technology is promising, major obstacles remain, reports the MII. Quantum computers rely on subatomic particles to carry out calculations with which classic computers are fighting. However, they require highly specialized conditions – like extreme cold – and remain expensive to build and maintain.
“DA DA Davidson, Alex Platt, said that quantum computer science is delivered with” an expensive price “, estimating the costs of a single system in the tens of millions.
Baratz estimated that a quantum computer D-Wave costs less than $ 2 million to build and install.
These challenges, combined with uncertainty on the moment when quantum systems will exceed conventional computers in practical applications, fuel skepticism. The meta-PDG, Mark Zuckerberg, recently added to the doubts, indicating an interview for the Podcast by Joe Rogan Show that quantum computers is “still far enough”.
Luria rejected the remark, saying that IBD that Zuckerberg admitted that he was not an expert. “He said,” Listen, I’m not really an expert, but it seems that it is decades. “He’s not an expert, but he’s Mark Zuckerberg.”
Reconstructing confidence in quantum computer science
After the reaction and stock declines, the NVIDIA announcement of the quantum day signals an effort to reshape the conversation. Society has described quantum IT as “one of the most exciting areas of IT, promising progress in accelerated IT beyond what is considered as possible today”.
Baratz, who will express himself at the event, confirmed that Huang had personally contacted to invite him. “It is between me and him,” he said when they asked them for their exchange.
The CEO of Rigetti, Subodh Kulkarni, considers the event as an opportunity for constructive discussion.
“It was a great way to say:” Let’s have a good dialogue “”, he told IBD. “These are all uncertain things.”
Quantum’s “chatpt moment”?
For the moment, the main objective of Nvidia remains AI, with quantum computers always an emerging sector. Some analysts compare the quantum development calendar to the evolution of AI, arguing that it may need a major breakthrough – similar to the release of Chatgpt in 2022 – to move perceptions.
“If that were to happen, two, three, five years later, it would be the equivalent of a chatppt moment,” Loria told IBD, pointing to the discovery of quantum assisted drugs as a potential turning point.
Even criticisms recognize the long -term quantum potential.
“Nobody expires quantum computers in volume, on a scale in the next five to seven years,” said Rob Siegel, speaker and investor of Stanford, as reported by IBD. “But that does not mean that technology is not important.”
What comes next?
The global quantum computer market could add a total of more than $ 1 billion to the world economy between 2025 and 2035, according to a report The quantum initiate. Sellers are expected to capture $ 50 billion in revenue during this period, the report added.
However, investor confidence in the sector remains volatile, with changing perceptions at the time when real world applications take off.
For industry leaders, the quantum day of NVIDIA represents a crucial moment to reset expectations and bring the clarity of the conversation. The event will also include a conversation between Huang and the leaders of industry leaders, in particular: Alice & Bob, Atom Computing, D-Wave, Filqtion, Ionq, Pasqal, PSIQUANTUM, Quantum Circuits, Quera Computing, Rigetti and Seeqc.
Kulkarni thinks that the importance of the event extends beyond Nvidia.
“Someone like him is personally interested in the organization of the event, I think that has a lot of credibility,” said Kulkarni. “I would like us to spend such actions’ prices movements. But it’s our life, I guess.
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