Nvidia Eyes the Quantum Leap with Major PsiQuantum Investment
News Article | May 19, 2025
Nvidia is gearing up to expand its footprint beyond AI, setting its sights on quantum computing. The tech giant is reportedly in advanced negotiations to acquire a significant stake in PsiQuantum, a pioneer in photonic quantum computing. This strategic move highlights Nvidia’s ambition to lead the next wave of computing innovation.
What’s Happening
-
Funding Round: Nvidia is in talks to join a $750M+ raise led by BlackRock, valuing PsiQuantum at $6B pre-money.
-
Tech Focus: PsiQuantum uses photonic qubits, which allow quantum processors to be built using conventional semiconductor fabrication techniques.
-
Partnerships: Ties with GlobalFoundries and government support from the U.S. and Australia are backing PsiQuantum’s rollout of a quantum data centre in Chicago.
Quick Stats
-
Valuation: $6B pre-money
-
Tech Advantage: Scalable photonic qubits
-
Manufacturing: GlobalFoundries OSAT and packaging
-
Gov Support: U.S. & Australian grants
Why This Matters for Investors
1. Diversified Growth
Nvidia’s move into quantum reduces dependence on the cyclical GPU market. Quantum computing is expected to be a $10B+ industry by 2028.
2. Financial Muscle
According to FMP’s Company Rating & Information API, Nvidia holds a AAA credit rating and over $40B in cash—well-equipped to place bold bets.
3. Innovation at the Core
FMP’s Ratios TTM API shows Nvidia spends ~28% of its revenue on R&D—more than 2x the industry average—signaling a strong focus on disruptive tech like quantum computing.
Analyzing the Quantum Pivot with FMP APIs
-
Valuation Impact: Use the Advanced DCF API to model long-term value from quantum-related cash flows.
-
Growth Comparison: Compare Nvidia’s historical CAGR with expected quantum growth using the Financial Growth Statement Analysis API.
Key Takeaways
-
Nvidia’s PsiQuantum stake is a strategic move to lead in both AI and quantum hardware.
-
Its strong financials and high R&D spend make it a natural player in next-gen computing.
-
With the right tools (like FMP APIs), investors can better understand and quantify the upside of this quantum leap.