Editor's Note: Just months after Nvidia's CEO crushed quantum computing dreams by calling the technology "15 to 30 years away," his stunning reversal at this week's Paris developer conference has triggered the sector's biggest rally in over a year. What changed Huang's mind—and why are analysts now scrambling to revise price targets that seemed impossible just days ago?
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At his company's GTC Paris developer conference on Wednesday, Nvidia CEO Jensen Huang indicated that he thinks quantum computing is reaching an "inflection point," boosting stocks across the industry. Earlier this year, Huang sent quantum stocks sliding after he said he believes useful quantum computers were 15 years or more away. The dramatic shift in tone caught institutional investors and retail traders completely unprepared, triggering massive buying across the sector.
The Nvidia chief's comments struck a more optimistic tone that earlier this year when he said the technology was 15 to 30 years away. Industry insiders suggest that recent technological breakthroughs may have influenced this dramatic change of perspective, creating a buying frenzy among investors who had written off the sector just months ago.
The sector's pure-play companies saw the most dramatic moves following Huang's comments. Pure-play names like IonQ (IONQ), Rigetti Computing (RGTI), and D-Wave Quantum (QBTS) are gaining serious traction. Rigetti Computing set a new all-time high right at the end of 2024, but plunged 70% just a few weeks into 2025.
Now, it's only off around 40% from its all-time high. The volatility demonstrates both the risk and potential reward in this emerging sector as technology breakthroughs can dramatically shift valuations overnight. Institutional money is beginning to flow back into these names as the technology appears closer to commercial viability.
| Stock Symbol | Company | 1-Day Change | YTD Performance | Analyst Price Target |
|---|---|---|---|---|
| IONQ | IonQ Inc | +25.3% | +12.4% | $44.80 |
| RGTI | Rigetti Computing | +22.7% | -40.1% | $18.50 |
| QBTS | D-Wave Quantum | +18.9% | -15.2% | $12.75 |
| QUBT | Quantum Computing Inc | +31.2% | +5.8% | $8.25 |
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In 2016, Jeff Brown called Nvidia at a split-adjusted 66 cents.
The company just became the world's third $3 trillion company...
And the stock is up massively since Jeff's recommendation.
Now, Jeff has found five under-the-radar stocks which could power your retirement.
And it's in large part because these companies are connected to Elon Musk and Nvidia.
Financial analysts are now scrambling to reassess their quantum computing forecasts following Huang's endorsement. IonQ's stock price is projected to average $44.80, with estimates ranging from $30 to $54, reflecting a more optimistic market outlook compared to previous years, when the price was averaging between $10.43 and $12.94. They landed a $35 million deal with Quanta Computer, secured a £3.5 million UK consortium lead focused on quantum error correction, and earned DARPA support—solid wins that keep them relevant.
Looking ahead, analysts expect revenue to grow to $23 million in 2026 and $38 million in 2027. These projections represent exponential growth from current minimal revenue levels, suggesting the sector is transitioning from pure research and development to commercial applications that could generate meaningful returns for investors.
Industry experts suggest that recent technological breakthroughs may have influenced Huang's change of perspective. The company last month said it had finished construction of its Quantum Photonic Chip Foundry in Tempe, Arizona, and that it had deepened its engagement with both government and commercial partners amid growing interest in its photonic and quantum optics technology.
Both companies offer full-stack quantum computing solutions, offering everything a potential client would need to run a quantum computer. This includes the hardware and software necessary to run quantum computing workloads. The convergence of hardware improvements and software development appears to be accelerating the timeline for practical applications.
While some analysts remain cautious about the sector's long-term prospects, momentum continues to build. On Wall Street, Rigetti stock carries a Strong Buy consensus rating based on five unanimous Buy ratings. Despite the quantum computing sector being quite volatile, many analysts are rating IonQ as a buy.
However, Rigetti Computing is also undergoing a capital raise, as it is issuing enough stock to generate $350 million in additional funds for the company. This will ensure the company's finances and allow it to invest more aggressively in its quantum computing capabilities. The fresh capital injection demonstrates institutional confidence in the sector's near-term prospects.
The quantum computing sector's sudden revival presents a rare second-chance opportunity for those who missed the initial technology wave. With Nvidia's implicit endorsement providing institutional validation, early-stage companies with proven technology platforms could see explosive growth as commercial applications emerge.
The sector's extreme volatility means rapid gains are possible, but investors who position themselves strategically before the broader market recognizes quantum computing's commercial potential could benefit from what some analysts believe may be the next major technology revolution.
Those who act decisively while institutional money is still entering the space may find themselves positioned for potentially life-changing returns as this technology moves from laboratory curiosity to commercial reality.
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It was only the second company ever to do so, after Apple.
And now Nvidia has it squarely in its sights.
Jensen Huang, Nvidia's CEO, has the AI juggernaut that could supplant Apple and become the world's most valuable company for the second time.
But here's the crazy thing…
Arijit Sengupta, founder and CEO of Aible, recently said this:
"We're maybe at 1% of where the AI adoption will be in the next two to three years."
That means, even though Nvidia has soared 198% last year alone…
It's still in the early innings.
Now, Nvidia has moved on to the next frontier of AI it intends to dominate.
And we believe the three companies partnering with Nvidia during this next stage of its AI supremacy are likely to benefit as well.
Learn more about Nvidia's "Silent Partners" today.
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