NVIDIA's $108B AI Forecast Boosts Quantum: QNT, QUBT to Gain?

NVIDIA’s NVDA $108 billion revenue forecast does more than extend the AI spending story. It also points to the broader infrastructure investment that could support the next phase of quantum computing. NVIDIA expects fiscal 2027 third-quarter revenues of $108 billion, plus or minus 2%, after fiscal second-quarter revenues surged 106% year over year. Data Center revenues rose 117%, supporting the scale of ongoing investment in accelerated computing.

That largely matters for quantum stocks because quantum computing is increasingly being developed as a hybrid extension of classical accelerated computing, rather than a standalone replacement for GPUs. NVIDIA’s NVQLink architecture is designed to connect quantum processors with CPUs and GPUs, while its Accelerated Quantum Research Center integrates quantum hardware with NVIDIA supercomputing infrastructure.

Against this backdrop, two pure-play quantum stocks, Quantinuum QNT and Quantum Computing Inc.  QUBT or QCi, stand out for their exposure to the sector’s commercialization push.

AI-Quantum Convergence Gains Momentum

NVIDIA’s bullish fiscal 2027 forecast comes as the four largest hyperscalers, Alphabet GOOGL, Amazon, Microsoft MSFT and Meta, are expected to spend more than $730 billion on AI infrastructure in 2026, according to Reuters. This scale of investment is relevant to quantum computing because NVIDIA is developing infrastructure that connects quantum processors with GPUs and other accelerated-computing systems, pointing toward a more integrated AI-quantum computing model.