NVIDIA Stock Climbs Toward $200 Amid AI Hardware Demand and Quantum Push

NVIDIA’s recent gains came as the company released new updates tied to AI and quantum computing. It introduced Ising, an open-source family of quantum AI models. NVIDIA said the models are already in use at labs including EeroQ, Conductor, and IQM, as well as at universities.

The company also continued to promote its hardware roadmap. At GTC 2026, Chief Executive Jensen Huang said NVIDIA had more than “$1 trillion in GPU orders through 2027,” including Blackwell and Vera Rubin products. This pipeline added to investor focus on future AI infrastructure demand, especially as data-center revenue rose 75% from a year earlier and accounted for 88% of total sales.