--- title: "2 Top Stocks in Quantum Computing and Robotics That Could Soar in 2026" description: "Nvidia and Tesla are at the forefront of AI's evolution, focusing on quantum computing and robotics, respectively. Nvidia aims to bridge classical and quantum computing with its CUDA-Q architecture, p" type: "news" locale: "en" url: "https://longbridge.com/en/news/261333842.md" published_at: "2025-10-16T00:06:03.000Z" --- # 2 Top Stocks in Quantum Computing and Robotics That Could Soar in 2026 > Nvidia and Tesla are at the forefront of AI's evolution, focusing on quantum computing and robotics, respectively. Nvidia aims to bridge classical and quantum computing with its CUDA-Q architecture, potentially unlocking a $10 trillion market. Tesla's Optimus robot could redefine automation, with CEO Elon Musk suggesting it may surpass the company's EV business. Both companies are set for significant developments by 2026, with Nvidia's new GPU architectures and Tesla's scalable robotics signaling transformative changes in their industries. Over the past three years, artificial intelligence (AI) has largely been deployed to train large language models (LLMs) and to build productivity-enhancing software for the workplace. But the next phase of AI's evolution extends well beyond chatbots or digital assistants. Two trillion-dollar titans -- **Nvidia** (NVDA -0.17%) and **Tesla** (TSLA 1.39%) -- are spearheading AI's next frontiers: quantum computing and robotics. As these "Magnificent Seven" powerhouses quietly develop next-generation AI systems, their efforts could redefine how humans and machines interact -- reshaping entire economies for decades to come. ## Nvidia's ambition: Bridging classical and quantum worlds Nvidia is no stranger to paradigm shifts. What began as a company building chips to enhance graphics for gamers has evolved into the backbone of the generative AI revolution. Over the past three years, the company's graphics processing units (GPUs) have powered the rise of models like ChatGPT, generating hundreds of billions in revenue and record-breaking profits. Now, Nvidia has its sights set on an even larger opportunity: quantum AI -- a market some on Wall Street believe could one day reach $10 trillion. At the center of this push is CUDA-Q, Nvidia's quantum-classical computing architecture. By integrating quantum algorithms with its GPU infrastructure, the company is enabling hybrid workflows that bridge today's conventional AI systems with tomorrow's quantum breakthroughs. This approach could prove transformative. In fields like pharmaceuticals, energy, and autonomous systems design, quantum-powered simulations could unlock solutions to problems long considered beyond reach -- from molecular drug discovery, advanced weather predictions, and reimagining city planning. If successful, Nvidia won't just be a main character within the next chapter of the AI story, it could become the primary author writing the next era of computational science. ## Tesla's robotics revolution: Why Optimus could be the company's next catalyst While Nvidia is designing the hardware to make machines think faster, Tesla is focused on bringing them to life. Enter Optimus -- the humanoid robot that could revolutionize how the world views automation. Optimus may be Tesla's most ambitious project yet: a bipedal robot capable of performing repetitive human tasks through the power of AI. It represents a fusion of robotics, vision systems, and neural network learning. In recent demonstrations, Optimus has walked autonomously, handled delicate objects with precise dexterity, and even sorted battery components on Tesla's factory floors. CEO Elon Musk believes Optimus could one day eclipse the company's electric vehicle (EV) business, suggesting that 80% of Tesla's long-term value may come from robotics. During Tesla's second-quarter earnings call, Musk stated, "There will probably be prototypes of Optimus 3 by the end of this year, and then scale production next year." If the company succeeds in commercializing Optimus, the implications extend far beyond enhanced vehicle production. The robot could reshape labor economics across logistics services, warehouse manufacturing, retail environments, and even elder care. Optimus has the potential to transform Tesla from an automaker into a multi-industry technology powerhouse. Image source: Tesla. ## The bigger picture: Catalysts for 2026 and beyond Both Nvidia and Tesla are entering 2026 with catalysts that could redefine their long-term roadmaps. For Nvidia, upcoming GPU architectures like Blackwell Ultra and Rubin will capture Wall Street's attention, but investors should not overlook the company's growing role in quantum AI as more advanced workloads transition from theory to production. Meanwhile, Tesla's Optimus signals the dawn of scalable robotics -- an inflection point that could prove as transformative as the launch of the iPhone. For long-term investors, the takeaway is clear: While both Nvidia and Tesla already dominate their respective industries, their boldest products may still lie ahead. Quantum computing and humanoid robotics aren't distant dreams -- they are the next trillion-dollar visions, and these two companies are leading the charge into AI's next revolutionary chapters. ### Related Stocks - [TSLA.US - Tesla](https://longbridge.com/en/quote/TSLA.US.md) - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [TSDD.US - GraniteShares 2x Short TSLA Daily ETF](https://longbridge.com/en/quote/TSDD.US.md) - [TSLL.US - Direxion Daily TSLA Bull 2X Shares](https://longbridge.com/en/quote/TSLL.US.md) - [TSLQ.US - AXS TSLA Bear Daily ETF](https://longbridge.com/en/quote/TSLQ.US.md) - [09366.HK - XI2CSOPTSLA-U](https://longbridge.com/en/quote/09366.HK.md) - [07766.HK - XL2CSOPTSLA](https://longbridge.com/en/quote/07766.HK.md) - [07366.HK - XI2CSOPTSLA](https://longbridge.com/en/quote/07366.HK.md) - [TSLR.US - GraniteShares 2x Long TSLA Daily ETF](https://longbridge.com/en/quote/TSLR.US.md) - [NVDL.US - GraniteShares 2x Long NVDA Daily ETF](https://longbridge.com/en/quote/NVDL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Meta 擬部署「數百萬夥」Nvidia 晶片 進一步加強合作關係 | Meta 計劃在未來幾年內部署數百萬顆 Nvidia 的 Blackwell 與 Rubin GPU，進一步加強與 Nvidia 的合作關係。此舉將使 Meta 更多地使用 Nvidia 的 AI 處理器和網絡設備，預計將為 Nvidia | [Link](https://longbridge.com/en/news/276193053.md) | | OpenAI 新一輪融資或突破千億美元 據報亞馬遜、軟銀、英偉達及微軟參與投資 | OpenAI 即將完成新一輪融資，預計籌集超過 1000 億美元，估值可能超過 8500 億美元。主要投資者包括亞馬遜、軟銀、英偉達和微軟。融資將分階段進行，預計在本年度內完成。亞馬遜可能投資高達 500 億美元，軟銀 300 億美元，英偉 | [Link](https://longbridge.com/en/news/276297991.md) | | 黃仁勳：英偉達將發布幾款前所未有的全新晶片 | 英偉達執行長黃仁勳接受外媒訪問時稱，該企已經為下月的年度 AI 盛會 GTC 2026 準備了幾款前所未有的全新晶片。 他補充，「由於所有技術都已達到極限，所以沒有什麼是容易的」。但強調因擁有一支由英偉達和 SK 海力士的內存工程師組成的團 | [Link](https://longbridge.com/en/news/276419680.md) | | 黃仁勳稱將發佈「令世界驚訝」新晶片「所有技術都已經逼近極限」 | 英偉達執行長黃仁勳在接受《韓國經濟日報》採訪時透露，將於 2026 年 3 月 16 日在聖何塞的 GTC 大會上發布一款「令世界驚訝」的新晶片。他表示，所有技術都已逼近極限，但有信心通過團隊合作克服挑戰。新晶片可能基於 Rubin 架構或 | [Link](https://longbridge.com/en/news/276297645.md) | | 傳 OpenAI 最新融資有望突破 7800 億，亞馬遜、英偉達等參與投資 | OpenAI 即將完成新一輪融資的第一階段，預計融資額將超過 1,000 億美元，創下紀錄。首輪融資主要來自亞馬遜、軟銀、英偉達和微軟等戰略投資者，預計在本月底前確定投資方案。隨著 OpenAI 計劃進行基礎設施投資，公司整體估值可能超過 | [Link](https://longbridge.com/en/news/276419176.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.