We have seen some NVIDIA grow to a very large 4-5 trillion market cap. My previously shared guess was that quantum computing would end up becoming an establishment play at the enterprise.
The NVIDIA bridging strategy could actually be a huge tailwind for QBTS rather than a threat. Their annealing approach is already more enterprise ready than gate based systems, and if NVIDIA is building the infrastructre to connect existing GPU deployments to quantum hardware, D-Wave is well positioned. The 3,060% gain might actually reflect the market pricing in this exact ecosystem play you're describing.
The NVIDIA positioning here is really intresting when you think about how they could leverage their installed base advantage. If they bridge GPUs with QPUs at scale, the pure quantum plays like RGTI might need to figure out if they're competing or integrating into that ecosystem. The replacement cycle you mentioned is a key inflection point becuse enterprises won't want stranded investments.
The NVIDIA bridging strategy could actually be a huge tailwind for QBTS rather than a threat. Their annealing approach is already more enterprise ready than gate based systems, and if NVIDIA is building the infrastructre to connect existing GPU deployments to quantum hardware, D-Wave is well positioned. The 3,060% gain might actually reflect the market pricing in this exact ecosystem play you're describing.
The NVIDIA positioning here is really intresting when you think about how they could leverage their installed base advantage. If they bridge GPUs with QPUs at scale, the pure quantum plays like RGTI might need to figure out if they're competing or integrating into that ecosystem. The replacement cycle you mentioned is a key inflection point becuse enterprises won't want stranded investments.