Nvidia (NVDA) has taken a new step in quantum computing through its venture arm, NVentures. So far in 2025, the fund has invested in QuEra, Quantinuum, and PsiQuantum. Each company works with a different type of quantum hardware, giving Nvidia wide exposure as the field moves forward.
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QuEra, based in Boston, raised $230 million in February to develop systems that use neutral atoms as qubits. The company will also work with Nvidia on hybrid research projects at the new Boston research center. Quantinuum, a subsidiary of Honeywell (HON), has secured $600 million in fresh funding at a valuation of $10 billion. Its trapped ion machines are seen as among the most advanced. PsiQuantum, in Palo Alto, raised $1 billion at a $7 billion valuation. It is focused on using photons to scale systems with semiconductor tools.
A Portfolio Approach
One thing is clear: Nvidia’s game plan is becoming evident. The company has moved from a cautious stance on quantum computing to one that recognizes its place in the future of the industry. In January, Chief Executive Officer Jensen Huang said useful quantum machines may still be 15 to 30 years away. However, by April the company had staged its first Quantum Day at the GTC event. At that event, Nvidia unveiled the DGX Quantum platform, which connects its Grace Hopper chip with low-latency quantum controls. It also opened the Nvidia Accelerated Quantum Research Center in Boston with partners such as Harvard, MIT, QuEra, and Quantinuum.
At the same time, Nvidia’s new investments show a plan to cover more than one type of quantum technology. Taken together, these steps highlight its push for hybrid systems, where graphics processing units remain the anchor. By backing firms that are advancing the quantum side, Nvidia can ensure its hardware and software are part of the workflow. This strategy is similar to how the CUDA platform became the base for artificial intelligence and high-performance computing.
Impact for Investors
For investors, Nvidia provides a steadier way to gain exposure to quantum compared to smaller firms. Shares of IonQ (IONQ), Rigetti Computing (RGTI), and D-Wave Quantum (QBTS) all dropped after Huang’s January remarks. In contrast, Nvidia stock stayed near record levels due to strong demand for artificial intelligence chips.
Now, with new stakes in three of the largest private quantum raises of the year, Nvidia has secured a role in the next stage of computing. Whether neutral atoms, trapped ions, or photons prove most effective, the company is positioned to benefit through its focus on linking classical and quantum systems.
Is Nvidia Stock a Buy?
Nvidia continues to hold the Street’s endorsement with a Strong Buy consensus rating. The average NVDA price target is $211.26, implying an 18.81% upside from the current price.
