Quantum Computing and AI Stocks Surge as Nvidia Kicks Off Annual Conference

Stocks of companies in the quantum computing and artificial intelligence (AI) sectors experienced a significant surge following the opening of Nvidia’s GTC 2025 conference. Investors anticipate major announcements from the company, potentially driving further advancements in these rapidly evolving fields.

Rising Stock Prices in Emerging Technologies

The five-day GTC conference has dedicated an entire day to quantum computing, featuring executives from leading companies such as D-Wave Quantum and Rigetti Computing. During the latest trading session, key quantum and AI-related stocks saw remarkable gains:

• D-Wave Quantum surged by 9.4%
• Quantum Corp jumped by 23.1%
• Quantum Computing climbed by 15.5%
• SES AI skyrocketed by 30%
• Dell Technologies gained 3%

Nvidia’s Highly Anticipated Announcements

One of the most awaited moments of the conference is Nvidia CEO Jensen Huang’s keynote speech, scheduled for Tuesday. Investors are eager to hear about advancements in AI and quantum computing, along with potential new chip developments from Nvidia. Additionally, the company is expected to unveil details about its new Blackwell Ultra chip, which offers a 50% performance improvement over previous generations.

Market Impact and Future Outlook

According to David Morrison, a senior analyst at Trade Nation, “If Nvidia delivers an optimistic outlook, we could see a major upward movement in AI and quantum computing stocks.” Previously, Huang’s remarks suggesting that quantum computing is still decades away from practical use led to a sharp decline in related stocks. However, this year’s conference appears to signal a renewed focus on the field.

Will the Uptrend Continue?

With the high volatility in tech stocks, investors are closely monitoring upcoming announcements. The technology sector has seen some corrections following Nvidia’s exceptional performance in 2024, but the anticipated innovations may reignite bullish sentiment.

GTC 2025 is shaping up to be a pivotal event for the future of AI and quantum computing, with industry leaders and investors alike watching closely for groundbreaking developments in these transformative sectors.