By Keith Speights
Publication Date: 2025-11-23 19:45:00
Nvidia doesn’t need to build a quantum computer to make a lot of money in the quantum computing market.
Back in California’s gold rush in the mid-1800s, thousands of individuals flocked to the region hoping to find gold and strike it rich. However, the easy money was instead made by the suppliers who sold tools to the gold prospectors.
Today, the term “pick-and-shovel investing” honors that legacy. Oftentimes, providers of ancillary products and services achieve greater success than pure-play companies do.
Could this be the case with Nvidia (NVDA 1.06%) in the quantum computing market? Maybe so.
Image source: Nvidia.
Simulation paves the way for reality
Several companies are racing to develop large-scale quantum computers that can be utilized in a wide range of practical applications. They include tech giants such as Google Quantum AI parent Alphabet (GOOG +3.26%) (GOOGL +3.50%), Amazon (AMZN +1.51%), and Microsoft (MSFT 1.48%) as well as rising stars like D-Wave Quantum (QBTS 0.49%) and IonQ (IONQ +1.82%). However, Nvidia isn’t in this group.
That doesn’t mean that Nvidia doesn’t have a vested interest in quantum computing, though. And the chipmaker doesn’t have to wait for quantum computing to fulfill its potential to make money, either.
Researchers must develop simulations of quantum systems to design and test algorithms and circuits. However, access to quantum processing units (QPUs) today is limited and expensive. Nvidia recognized this challenge and offers a…
