Nvidia Targets Major Stake in PsiQuantum to Boost Quantum Power

Nvidia (NVDA) is reportedly in advanced talks to acquire a significant stake in PsiQuantum, a Silicon Valley-based quantum computing startup. As Nvidia continues to dominate the AI hardware and software landscape, a potential deal with PsiQuantum could mark a pivotal shift in how future computing is built and used. However, Nvidia and PsiQuantum declined to respond to the market reports.

What Nvidia’s Interest in PsiQuantum Means

Nvidia’s reported move to invest in PsiQuantum reflects a strategic vision to fuse two of the most transformative technologies, quantum computing and artificial intelligence (AI).

Unlike many quantum startups that rely on rare or experimental materials, PsiQuantum utilizes conventional semiconductor manufacturing techniques. This method could help build quantum systems that solve problems far beyond what today’s top Nvidia AI chips can handle. Meanhwile, PsiQuantum is also collaborating with government bodies in the U.S. and Australia to develop quantum computing infrastructure.

Overall, Nvidia’s interest in quantum computing highlights its growing focus on next-gen computing. As demand for faster systems grows, this move could place Nvidia in a strong spot, opening new uses in multiple sectors like health, finance, and research.

Earlier in March, Nvidia opened a quantum lab in Boston with Harvard and MIT. The lab’s aim is to push quantum tech forward with new tools and ideas.

Is Nvidia a Good Stock to Buy Right Now?

Nvidia will report its Q1 FY26 earnings on May 28. Wall Street is upbeat, with analysts expecting EPS of $0.89, up from $0.61 last year.

According to TipRanks, NVDA stock has a Strong Buy consensus rating based on 34 Buys, five Holds, and one Sell assigned in the last three months. At $164.51, the Nvidia stock price target implies a 21.5% upside potential.

NVDA stock has gained 40% over the last 30 days.

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