Prediction: Quantum computing will become the biggest AI trend in 2025. Will Nvidia win?

Quantum computing is quickly becoming a new opportunity in artificial intelligence (AI). Over the past period of time, AI has become the biggest investment hot spot in the technology industry, and semiconductor stocks have benefited greatly from their key role in generating AI applications. However, recently, the field of quantum computing has gradually attracted the attention of investors and has become a new bright spot for investment.

Based on recent market trends, a number of quantum computing company stocks experienced significant gains towards the end of 2024, including IonQ, D-Wave Quantum, Quantum Computing and Rigetti Computing, among others. The stock prices of these companies were still low at the beginning of 2024, but after a period of rapid growth, the market value quickly climbed to billions of dollars. However, as exciting as these stocks may seem, investors still need to remain cautious as most of these companies are in the research and development stage, currently have no significant revenue, and continue to burn through cash.

While these stocks look cheap, looking at valuation multiples, they don't deserve such high price points. Therefore, it is particularly important for investors looking to invest in quantum computing to look for safer opportunities.

Among the many options, Nvidia is considered the best choice to enter the field of quantum computing. Business theory suggests that during a gold rush, merchants selling shovels tended to make more money than those digging for gold. Nvidia is the "shovel supplier" in this metaphor. The company's CEO, Jen-Hsun Huang, mentioned at the recent CES show that scaling quantum computing may take another 20 years, indicating that there is still a lot of research and development work to be done.

Although the potential of quantum computing is huge, many quantum computing companies still face high R&D expenditures and find it difficult to turn a profit in the short term. However, Nvidia, as a provider of hardware and software, will play a key role in the development of quantum computing. No matter which company makes a breakthrough in the field of quantum computing, NVIDIA's products will become indispensable support.