Quantum Computing: The next giant jump on Tech?

(2:00) – Key absorption from NVIDIA GTC 2025
(6:50) – What to learn from the NVIDIA quantum day events
(13:30) – What should investors know about quantum calculations D -wave
(19:00) – What exactly is quantum calculation and what are the last developments?
(30:30) – What impact will quantum calculations have on AI?
(35:00) – Where should investors look like to get an exposure to quantum calculations?
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Podcast@zacks.com

In this episode of ETF Spotlight, I speak with Zacks Senior Reserve Strategist Kevin Cook for quantum calculations. Recently, quantum shares have focused as investors are speculating on the next big thing in technology after AI.

Jensen’s quantia & Mea Culpa quantum day

NVIDIA NVDA held its first quantum day at the GTC 2025 last week, where CEO Jensen Huang announced the launch of its accelerated quantum research center, which will launch operations later this year.

In January, the stock of quantum calculations were immersed after Jensen predicted that useful quantum computers were still 15-20 years old.

The D-Wave QBts, whose CEO publicly challenges Jenson’s comments, claims that he has achieved “quantum supremacy”. The company specializes in quantum response, which is especially effective for applications such as a simulation of materials.

The D-WAVE demonstrates that its latest quantum machine simulates complex magnetic material in just 20 minutes-potentially the first practical application of quantum calculations, with significant consequences for the development of industrial material. However, some physicists challenge this claim.

Microsoft & Amazon throw away their chips after Google willow

Microsoft Msft recently introduced Majorarana 1, the world’s first quantum processor, powered by topological cubes. CEO Satya Nadela believes that Majorarana will allow the creation of a really meaningful quantum computer not for decades but for years.

Topological cubes are extremely fast, digitally controlled and scales. Microsoft claims that these cubes can be integrated into one chip – enough to fit in the palm of one’s hand – but it is still capable of scathing to a million cubes.

Just a week after Microsoft’s message, Amazon AMZN introduced its prototype Ocelot, which uses a new approach to correct quantum errors using specialized quantum bits called “Cat Qubits”.

Earlier in December, Google Goog revealed that his new computer chip, Willow, could make calculations for less than five minutes, which would take one of the most powerful supercomputers in the world almost eternity.

What is Quantum Computing?

Traditional computers use binary numbers or bits that can only represent 0 or 1.

Quantum computers, on the other hand, use quantum bits or cubes.

Cubits use quantum effects as a superposition where particles can exist in multiple conditions at the same time, and entanglement where particles remain interconnected, even when physically separated.

Thanks to these properties, quantum computers can process information with an exponentially faster rate than classic computers, such as the potential to revolutionize many industries.

However, the cubes are fragile and can maintain their quantum states only for small fractions of a second, which means that any information they store is quickly lost. They should also be kept at extremely cold temperatures.

How to invest in the subject

Some of the largest technology companies in the world – including Microsoft, NVIDIA, Amazon and IBM – along with many start -ups are actively developing quantum computers or advanced quantum technologies. Governments around the world are also investing billions in this sector.

Smaller quantum companies with clean games such as Rigetti Computing Rgti, D-Wave Quantum QBts and Ionq Ionq had noticed their stock prices from jumping after Google’s message. However, these companies may not be profitable soon and their shares tend to trade largely on titles.

In his report – Beyond Ai: The quantum jump in computing power – Kevin explains why NVIDIA is his best choice for benefit on this topic. He also wanted to inform you that he forgot to mention that while many quantum computer technologies rely on ultra -low temperatures for superconducting operations, the IONQ trap platform operates at room temperature and is based on the trunk, similar to classic calculations. CEO Peter Chapman described it: “We still use a classic computer … It’s just a quantum chip in the center.”

Since it is too early to predict the winners, the diversified approach via ETFS makes sense. Defiance Quantum ETF Qtum invests in the global quantum and machine learning industry.

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