NVIDIA’s NVDA $108 billion revenue forecast does more than extend the AI spending story. It also points to the broader infrastructure investment that could support the next phase of quantum computing. NVIDIA expects fiscal 2027 third-quarter revenues of $108 billion, plus or minus 2%, after fiscal second-quarter revenues surged 106% year over year. Data Center revenues rose 117%, supporting the scale of ongoing investment in accelerated computing.
That largely matters for quantum stocks because quantum computing is increasingly being developed as a hybrid extension of classical accelerated computing, rather than a standalone replacement for GPUs. NVIDIA’s NVQLink architecture is designed to connect quantum processors with CPUs and GPUs, while its Accelerated Quantum Research Center integrates quantum hardware with NVIDIA supercomputing infrastructure.
Against this backdrop, two pure-play quantum stocks, Quantinuum QNT and Quantum Computing Inc. QUBT or QCi, stand out for their exposure to the sector’s commercialization push.
AI-Quantum Convergence Gains Momentum
NVIDIA’s bullish fiscal 2027 forecast comes as the four largest hyperscalers, Alphabet GOOGL, Amazon, Microsoft MSFT and Meta, are expected to spend more than $730 billion on AI infrastructure in 2026, according to Reuters. This scale of investment is relevant to quantum computing because NVIDIA is developing infrastructure that connects quantum processors with GPUs and other accelerated-computing systems, pointing toward a more integrated AI-quantum computing model.
The quantum industry is also attracting substantial capital. McKinsey estimates that investment in quantum-technology startups reached $12.6 billion in 2025, up 6.3 times from 2024, with 90% directed toward quantum-computing companies.
Government policy is also becoming more supportive. The White House’s June 22 quantum executive order called for accelerating quantum capabilities for commercial applications and developing the resources needed for a powerful U.S. quantum computer.
However, the investment backdrop remains challenging for speculative technology stocks. U.S. real GDP expanded at a 1.5% annualized rate in the second quarter, down from 2.1% in the first quarter, while July CPI rose 3.4% year over year, keeping inflation above the Federal Reserve’s 2% target (Bureau of Economic Analysis). The Fed kept the federal funds target range at 3.5%-3.75% on July 29.
With growth moderating while inflation remains elevated, investors may place greater emphasis on revenue traction, cash resources and credible commercialization paths when evaluating quantum stocks.
NVIDIA's AI Forecast Puts 2 Quantum Stocks in Focus
Quantinuum: It is a founding collaborator on NVIDIA’s Accelerated Quantum Research Center and has supported NVIDIA’s CUDA-Q platform since 2022. More recently, QNT announced an Oracle partnership to deploy Helios through Oracle Cloud Infrastructure alongside HPC and GPU infrastructure, targeting hybrid quantum-AI workloads. Second-quarter revenues jumped 279% YoY, while the company ended June with $2.1 billion in cash and short-term investments, supporting further commercialization.
This Zacks Rank #3 (Hold) stock’s average price target of $97.17 represents an increase of 82.34% from the last closing price of $53.29.
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QCi: The company offers a relevant link to the AI-quantum convergence through its photonic computing and semiconductor manufacturing strategy. Its NeuraWave platform is designed for real-time, energy-efficient AI inference at the edge and QUBT brought it to commercial readiness in the second quarter. QCi also completed its NHanced Semiconductors acquisition, launching Fab 2 to expand advanced packaging and semiconductor manufacturing. Second-quarter 2026 revenues rose to $5.6 million from $61,000, while cash, cash equivalents and investments totaled $1.3 billion at June-end.
This Zacks Rank #3 stock’s average price target of $18.33 represents an increase of 119.5% from the last closing price of $8.35. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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