NVIDIA’s new open-source AI models lifted quantum computing shares on Wednesday, as investors reacted to the company’s latest push into the sector. The rally spread across Asia and extended to US premarket trading, with software, cybersecurity, and quantum-related firms posting sharp gains. The move followed NVIDIA’s launch of its Ising model family, which targets two core quantum computing challenges: processor calibration and error correction.
NVIDIA introduced Ising as a family of open-source AI models built for quantum computing research. The company said the models are designed to help researchers and businesses improve quantum processor calibration and strengthen error correction. Both areas remain major technical barriers for the industry.
The company said the models can deliver up to 2.5 times faster performance and three times higher decoding accuracy in quantum error correction tasks. NVIDIA also made the models available through GitHub, Hugging Face, and its own platform. As a result, the launch immediately drew attention from researchers, developers, and investors watching the quantum sector.
NVIDIA Chief Executive Jensen Huang said, “AI is essential to making quantum computing practical.” He added, “With Ising, AI becomes the control plane — the operating system of quantum machines — transforming fragile qubits to scalable and reliable quantum-GPU systems.”
Asian software and information-technology stocks rose after the launch. In South Korea, Axgate Co. and ICTK Co. briefly reached their daily trading limit of 30%. The gains showed how quickly the market responded to signs of deeper ties between AI and quantum computing.
In China, GuoChuang Software Co. and QuantumCTek Co. each climbed strongly, while Japan’s Fixstars Corp. rose at least 8%. The gains came as traders increased bets on companies linked to quantum systems, software tools, and cybersecurity services that may benefit from broader industry development.
The broader rebound in regional technology shares also supported the move. Market sentiment improved after reports pointed to renewed peace talks between the United States and Iran. This wider risk-on mood helped push AI and quantum-related stocks higher across several markets.
The rally also reached US-listed quantum computing companies in premarket trading. D-Wave Quantum rose more than 8%, while IonQ gained 6.2%. Rigetti Computing, Infleqtion, and Quantum Computing also moved higher before the opening bell.
Investors appeared to view NVIDIA’s entry as a fresh signal that large technology firms see room for progress in quantum computing. However, NVIDIA is not building its own quantum processors. Instead, it is focusing on software, AI models, and tools that can work with quantum hardware.
This approach places NVIDIA in a support role within the sector. Its GPUs already play a central part in AI workloads, and the company is now trying to extend that position into quantum research and hybrid quantum-classical systems.
The quantum computing market is projected to grow to more than $11 billion by 2030, up from nearly $1.7 billion in 2024. This forecast has added to investor interest, especially as more companies try to solve problems around scale, stability, and reliability.
Even so, practical large-scale quantum computing remains far from commercial maturity. Bloomberg Intelligence analyst Robert Lea said, “while these tools can potentially help accelerate developments, the deployment of practical, large-scale quantum computing remains a long way off.”
NVIDIA’s launch adds new tools to this effort, yet the industry still faces a long development path. For now, the market reaction shows that investors are watching closely for any sign that AI can help move quantum computing closer to real-world use.
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