Nvidia (NVDA) kicked off this week with a keynote address at CES (Consumer Electronics Show) 2025 that included several key updates. CEO Jensen Huang left audiences excited about the company’s future as NVDA stock trended upward.
The next day, Huang spoke at a Q&A with Wall Street analysts, sharing his take on several key matters. The conversation didn’t focus strictly on artificial intelligence (AI), though. Huang also addressed quantum computing, another fast-growing area of technology that is threatening to overshadow AI in 2025.
Throughout the current AI boom, quantum computing companies have quietly been making advancements, offering previews as to what the next phase of technology could look like.
Huang doesn’t seem worried about that happening, though. He made it clear that he believes quantum computing is far from an immediate threat to his industry or company, setting a timeline for the technology that spans multiple decades.
Jensen Huang, CEO of NVIDIA, just made a bold prediction regarding the future of quantum computing. (Photo by Walid Berrazeg/SOPA Images/LightRocket via Getty Images)SOPA Images/Getty Images
Quantum computing simplified
The term ‘quantum computing’ may initially inspire visions of highly complex algorithms to those who aren’t overly familiar with the technology. But at its core, quantum simply refers to an advanced type of computing that can perform tasks at a significantly higher rate than the current classical computing systems.
Quantum machines leverage the principles of quantum mechanics, utilizing quantum bits of information known as qubits, which enable them to solve problems at speeds unattainable by traditional computers.
As the current AI revolution has overtaken markets, the need for advanced computational power has increased, putting quantum computing technology in full focus as a potential solution.
Huang's quantum prediction between the lines
Despite recent advancements in quantum technology, Huang isn’t optimistic that it will disrupt markets soon. When asked about his take on quantum computing, Huang generalized, offering a vague prediction for how long he believes the technology’s evolution will take.
“If you kind of said 15 years for very useful quantum computers, that’d probably be on the early side. If you said 30 is probably on the late side,” he mused. “But if you picked 20, I think a whole bunch of us would believe it.”
Huang’s statements resulted in many quantum computing stocks, some of which experts have been bullish on, descending into a free fall. These included Quantum Computing, (QUBT) D-Wave Systems (QBTS) , and Rigetti Computing (RGTI) .
Since then, these quantum computing stocks have continued declining. However, veteran Wall Street trader Stephen Guilfoyle writes that he sees an opportunity in this chaos, highlighting that Huang also stated that “Just about every quantum computing company in the world” is currently working with Nvidia.
Guilfoyle raises the possibility that “Huang, who can barely keep up with AI-focused demand, just does not need the next big thing to explode just yet ... and does not want these players to shop elsewhere.”
Is Quantum computing approaching a ‘ChatGPT moment’?
Markus Pflitsch, founder and CEO of Terra Quantum AG, also acknowledges that Huang’s statements may be aimed at protecting Nvidia’s core business, which indeed focuses on classical computing.
He adds, though, that recent advancements in the field, such as the development of Google’s Willow quantum chip, indicate that the technology is quickly approaching what he describes as a ‘ChatGPT moment,’ referring to the language model that kickstarted the AI revolution in 2022.
“Companies that aren’t thinking about how they’ll incorporate quantum technologies into their businesses, particularly when it comes to security, risk being left behind,” Pflitsch states.
Dev Nag, CEO of QueryPal, highlighted the complicated trajectory of quantum computing, describing it not as a binary leap but a gradual evolution.
In his words, “Hybrid quantum-classical computing is already proving valuable in specialized domains like optimization, cryptography, and materials science, where quantum heuristics complement classical algorithms.”
Nag offers examples of companies such as JPMorgan (JPM) and Banco Bilbao Vizcaya Argentaria (BBVA) , which have begun implementing quantum technologies in their risk assessment. He predicts that these early use cases will expand as quantum computing hardware improves.
Additionally, Nag sees the quantum evolution as similar to that of AI, which, he recalls, “started as an academic curiosity” before experts found ways to apply it to real-world applications. This ultimately led to the creation of the large language models (LLMs) that continue to power today’s booming AI market and are projected to continue expanding.
Nag concludes, "While the market’s reaction reflects short-term expectations, the long-term reality is that quantum computing is progressing on a steady curve—one that will see growing commercial impact well before the arrival of fault-tolerant quantum supremacy.”
