Nvidia (NASDAQ:NVDA) has spent the past few years extending its lead in AI and data-center computing, and that trajectory has continued in recent months. The company has secured several major agreements, including a $100 billion collaboration with OpenAI, a $5 billion partnership with Intel, and a $1 billion investment in Nokia aimed at advancing AI-supported 6G networks.
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With that backdrop of accelerating momentum, Nvidia now heads into its fiscal third-quarter earnings next week with expectations running high for another strong revenue showing.
Yet, not everyone is focused on the near-term numbers. Investor Beegee Alop, for one, is looking further down the road.
“Nvidia is quietly positioning itself at the center of quantum computing by linking today’s fastest AI GPUs with early quantum processors through its new NVQLink and CUDA-Q systems,” says the investor.
While the quantum revolution is still years away, Alop argues that Nvidia’s early groundwork is designed to speed up development for this next wave of computing. The investor notes that the company is helping improve the stability and training of quantum machines – and doing so while remaining largely agnostic about which quantum approach ultimately wins out.
“Nvidia’s move isn’t about building a quantum computer; it’s about owning the bridge every quantum effort will need,” Alop emphasizes.
In his view, Nvidia isn’t just extending its leadership in AI; it’s laying the tracks for long-term gains by positioning itself as the “command post” for the quantum pioneers shaping this emerging industry.
Alop is convinced that Nvidia will become the platform that connects “today’s technology and tomorrow’s,” giving it a central role if quantum computing proves to be the game-changing technology many expect.
And if that scenario plays out, the payoff could be substantial. “For investors, the takeaway is simple: quantum remains speculative, but infrastructure usually wins first. Nvidia just made itself indispensable to a field that’s still learning to stand – and that’s the kind of patience that compounds,” sums up Alop.
Wall Street needs no further convincing regarding Nvidia’s prospects. With 37 Buys and just 1 Hold and 1 Sell, NVDA cruises to a Strong Buy consensus rating, and its 12-month average price target of $241.57 implies an upside of 27%. (See NVDA stock forecast)
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Disclaimer: The opinions expressed in this article are solely those of the featured investor. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.