Two major quantum computing events will take place next month: NVIDIA’s (NVDA) Quantum Day and D-Wave’s (QBTS) Qubits 2025 conference. Both events are expected to significantly impact the industry, with potential ripple effects on the stocks of companies in the field. Both events are designed to showcase the latest advancements in quantum technology and forge new partnerships. But how will they influence the quantum field or investors?
Quantum Day and Qubits 2025
NVIDIA’s Quantum Day, scheduled for March 20, 2025, will be a key part of the GTC 2025 conference. This event will bring together leaders from major quantum computing firms like Quantinuum, IonQ (IONQ), and PsiQuantum, providing a platform to discuss quantum technology’s present and future.
Eleven days later, D-Wave’s Qubits 2025 will showcase its quantum solutions, particularly how its technology can solve real-world problems today. Both events will have major announcements that could change the industry, So they say.
Potential Impact on Quantum Stocks
Depending on what’s revealed, the impact on quantum stocks could be substantial. If NVIDIA unveils new developments in quantum computing hardware or software, it could boost the stock prices of companies collaborating with or relying on NVIDIA’s technology. For instance, if a partnership between IonQ and NVIDIA is announced, it could spark optimism in the quantum sector, driving stock prices of both companies up.
Qubits 2025 will likely highlight D-Wave’s continued growth and real-world quantum computing applications. If D-Wave demonstrates how its technology has solved critical problems for large enterprises or governments, expect its stock to benefit. Additionally, partnerships with key industry players like NTT DOCOMO and Jülich Supercomputing Centre could signal expanding demand for quantum solutions, positively impacting the stocks of those involved.
What to Expect?
Both events are also expected to reveal innovations in quantum error correction, hybrid quantum-classical systems, and AI integration. If a company can announce significant breakthroughs in these areas, it may draw attention from investors and analysts, potentially increasing stock prices. In short, the announcements, collaborations, and technological progress showcased at Quantum Day and Qubits 2025 could create positive momentum for quantum stocks. The excitement around real-world applications and strategic partnerships could lead to significant market shifts in this still-developing industry.
Let’s examine how some of the notable quantum stocks compare to one another using Tipranks’ Comparison Tool:
