Nvidia bets on quantum computing: new investment shakes up Wall Street

Nvidia, the world's most valuable company , has taken a strategic step toward quantum computing, transforming its position in the global technology and financial landscape. Through its venture capital arm, NVentures, the company made its first investment in Quantinuum , Honeywell's quantum computing unit, in a $600 million round at a $10 billion valuation.

The technology sector has seen accelerated growth in artificial intelligence , but Nvidia has decided to expand into a field that promises to revolutionize the ability to process and solve complex problems: quantum computing.

For years, this technology was perceived as distant and commercially unviable, with technical hurdles and vague expectations. However, Nvidia's approach has rapidly evolved. In January 2025, its CEO, Jensen Huang, expressed skepticism about mass adoption, estimating a 20-year timeframe for the practical utility of quantum computing. Just months later, at the GTC conference in March and June, Huang spoke of an "inflection point" for the industry, a prelude to the formal investment in Quantinuum.

Honeywell emphasized that the investment will accelerate the launch of Helios , its next-generation quantum system. According to Vimal Kapur, Honeywell's CEO, Quantinuum "continues to meet and exceed our strategic, technical, and commercial objectives."

Support from Nvidia and other investors bolstered market confidence: Honeywell shares rose nearly 1%, while Nvidia and other quantum firms such as IonQ, Rigetti, Arqit Quantum, and D-Wave posted positive gains following the announcement.

Quantinuum's funding round not only included Nvidia, but also institutional giants and long-standing backers such as JPMorganChase, Amgen, Mitsui, and Cambridge Quantum Holdings , as well as new partners such as MESH and Korea Investment Partners.

Scot Baldry, Chief Technology Officer of JPMorganChase, commented: “We have witnessed firsthand the transformative potential of Quantinuum. We look forward to driving innovation and bringing us closer to solving real-world problems through quantum applications.” This collaboration demonstrates a growing belief in the potential for quantum computing to become a profitable and applicable industry.

Although Nvidia's investment is limited relative to its business volume, it has fundamental symbolic and strategic value . By participating directly in Quantinuum, the company legitimizes the quantum opportunity and could encourage other investors to enter the sector.

For companies focused exclusively on quantum technology, such as IonQ and Rigetti, the risks are high, but the upside potential is also considerable. Nvidia and Honeywell offer a more stable avenue for exposure , balancing risk and opportunity.

Nvidia's investment marks a shift in perception on Wall Street . After months of speculation about the commercial viability of quantum computing, this concrete investment offers real validation and reinforces the confidence of institutional and retail investors.

Although mass adoption of the technology is still years away, the entry of Nvidia and other players consolidates a scenario where science and the market converge , redefining the boundaries between technological innovation and financial opportunities.