If you think 2028 is far-out thinking, you’ll love the next thing: quantum computing. Yes, there are systems around today. No, you won’t find enterprises using quantum computing even in specialized missions. Yes, a recent set of reports suggests that quantum computing is not infinitely scalable, as was once believed. Still, the potential for quantum computing is enormous. A quantum system could, in theory, rival a supercomputer in something no bigger than a decent server, but nobody really knows how long it will take to get to that point. So, Nvidia isn’t waiting.
Right now, the only way to test out quantum applications is to simulate them, and GPUs are the accepted optimum platform for that. The Nvidia idea is to first support that simulation (their CUDA-Q platform and cuQuantum library), and then to link quantum systems to GPU servers with low-latency paths (NVQlink and DGX Quantum). They even have an initiative to create a coalition of labs and quantum players, similar to what gave rise to the Internet, in their Nvidia Accelerated Quantum Computing Research Center. All this is available in early-access form via Nvidia’s quantum cloud.
The real-time and quantum initiatives are getting the most attention, but it’s that little personal chatbot that’s the most critical. AI world models and quantum computers are to AI insurance what a health insurance policy that’s effective in five years is to your own financial planning. That little chatbot can bridge the gap and can be real AI insurance and not just another wave of AI hype.
It’s fair to ask why you should care about all of this, if you’re not an Nvidia investor. The answer is that, behind the hype, Nvidia is actually pushing the right AI buttons to help build future business cases. There is real enterprise value being demonstrated—it’s just that the value is going to take a long time to develop, and AI hype sustains interest while the development happens. At least that’s the theory. The challenge is to build interest in the boring aspects of AI business cases when the market’s focus is elsewhere. Can Nvidia do it? The answer to that will determine how far, and how fast, real AI transformation happens. Insurance is great, but staying healthy and alive is better.
