From CUDA to ChatGPT, $NVDA’s rise has mirrored every major wave in modern computing. Now, optimism around US-China AI chip talks is pushing the company to a new record market cap of $5.6T. Can the AI boom keep powering the next leg higher for $NVDA?

$NVDA EXPANDS CUDA-Q FOR FAULT-TOLERANT QUANTUM COMPUTING Nvidia has launched CUDA-Q Logical, a new open-source layer designed to help researchers build and test fault-tolerant quantum systems by jointly optimizing algorithms, error correction and hardware requirements. Fermilab says the platform cut one architecture-development workflow from roughly five months to three weeks, a 7x speedup. Iceberg Quantum and Diraq also used it to model 1,000 logical qubits using 150,000 physical qubits, about 10x fewer than Diraq’s previous estimates. These are simulated resource estimates, not operating logical qubits today. Nvidia is also adding QUOPS, a hardware-agnostic benchmark developed by Sandia National Laboratories to compare progress toward utility-scale quantum computing across different platforms. CUDA-Q Logical is already being used by Fermilab, Sandia, Infleqtion, IQM, QCDesign and Quantum Motion. The broader strategy is hardware-agnostic: Nvidia is building the software, GPU and interconnect layer that can sit between different quantum processors and classical supercomputers, regardless of which qubit architecture ultimately wins.

POWER OF CUDA MOAT ALERT🚨: 2 days after CUDA vLLM supported DeepSeekv4.1 Flash, AMD finally publicly released its DeepSeek v4.1 Flash image. Functionally, it works out of the box, but performance-wise, it is currently up to 14.8x worse perf per dollar than H200 and up to 42x worse perf per dollar than B200/B300 currently. The 🚀 POWER OF THE CUDA MOAT 🚀 is that NVIDIA's collaboration with its massive 6 million-developer community ecosystem means that CUDA is optimized on day 0. As AMD Anush said, "Speed is the Moat," and day 0 model support shows CUDA is the speed.

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Scaling hybrid workloads with NVIDIA CUDA-Q is enabling teams across the quantum ecosystem to explore real-world impact using GPU-accelerated simulation. 🚀 ⚡ Aegiq and @Quantum_Motion are advancing quantum chemistry workflows with CUDA-Q. ⚡ Classiq is drawing on CUDA-Q to explore new quantum applications in finance. ⚡ FirstQFM has demonstrated quantum foundation models on the Leonardo supercomputer. ⚡ Eclipse Qrisp (pioneered by @Fraunhofer FOKUS) and @Qilimanjaro are powering their work with CUDA-Q. ⚡ qBraid now serves as a CUDA-Q target, expanding access to a broad set of QPU providers. ⚡ QCentroid is building QuantumOps workflows on CUDA-Q, driving more efficient applications development. ⚡ Welinq is pairing its distributed quantum compiler with CUDA-Q for GPU-accelerated circuit verification. The path to useful quantum computing is hybrid—powered by accelerated simulation. Learn more: #ISC26#