<p>Nvidia launched the world's first open-source family of AI models for quantum computing, Ising, directly igniting quantum computing concept stocks in Asia. Related stocks in China, South Korea, and Japan surged as much as 30%, hitting their daily price limits.</p>
<p>On Tuesday this week, Nvidia officially released the Ising model, designed to address two core bottlenecks hindering the practical application of quantum computing—quantum processor calibration and quantum error correction decoding. Following the announcement, Asia-Pacific technology stocks reacted immediately, with quantum computing-related concept stocks leading the rally.</p>
<p>Boosted by the news, Axgate and ICTK in South Korea saw their stock prices touch the 30% daily limit at one point; Guoke Chuangxin and Guodun Quantum in China, along with Fixstars in Japan, rose more than 8%. Overall, Asia-Pacific technology stocks rebounded on the day, and an easing of tensions in the Middle East provided additional support for market sentiment. Notably, <strong>this round of gains was concentrated primarily in quantum concept stocks in software, information technology, and cybersecurity sectors, rather than in quantum hardware manufacturers themselves.</strong></p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/8fa754af-b65f-4886-a726-854e869fd49e.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/8fa754af-b65f-4886-a726-854e869fd49e.png"/></p>
<h2>Nvidia Bets on the Fusion of AI and Quantum Computing</h2>
<p>The Ising model launched by Nvidia is the first open-source AI model family built on its CUDA-Q quantum development platform. It includes two customizable models specifically designed for the scenarios of quantum processor calibration and quantum error correction decoding.</p>
<p>Jensen Huang positioned Ising as the &#34;control plane&#34; and &#34;operating system&#34; for quantum machines, believing that AI is the key pathway to driving quantum computing toward scalable applications.</p>
<p>Releasing Ising in an open-source format means researchers and enterprises can customize and develop directly upon it without relying on closed platforms. The name is derived from the Ising model in physics—a classic mathematical framework that significantly simplifies the understanding of complex physical systems. Nvidia chose this name to emphasize its core value proposition of simplifying the control layer of quantum systems.</p>
<h2>Dual Improvement in Decoding Speed and Precision</h2>
<p>Qubits are extremely susceptible to external interference; current quantum processors generate an error once every thousand operations.</p>
<p>According to Nvidia, for quantum computing to become truly practical, this error rate must be compressed to just one error per trillion operations—a core engineering challenge standing in the way of commercializing quantum computing.</p>
<p>According to data disclosed by Nvidia, the Ising model achieves a speed improvement of up to 2.5 times and a precision improvement of 3 times in the error correction decoding phase; the Ising Calibration model is 15 times smaller than similar solutions, and the training data required for Ising Decoding is reduced by 10 times. This combination of parameters implies a lower deployment threshold and a faster pace toward practical application.</p>
<p>Currently, Fermi National Accelerator Laboratory, Harvard University, Lawrence Berkeley National Laboratory, and quantum technology companies such as Infleqtion and IQM Quantum Computers have announced they are adopting the model.</p>
<h2>Commercialization Still Far Away</h2>
<p>Despite the enthusiastic market sentiment, institutional views remain cautious. Bloomberg Industry Research analyst Robert Lea stated, &#34;<strong>While these tools hold promise for accelerating progress, practical large-scale quantum computing is still a long way from real-world implementation.</strong>&#34;</p>
<p>This assessment aligns with the current status of the quantum computing industry: stability of qubits at the hardware level, error correction overhead, and the difficulty of system integration determine that this sector will focus primarily on technical accumulation in the short term, with a longer cycle for commercial returns. For related concept stocks driven by speculation, the gap between fundamental support and sentiment-driven momentum represents the risk that investors need to assess prudently.</p>
<h2>Market Size: Surpassing $10 Billion by 2030</h2>
<p>According to Stratistics Market Research Consulting, the global quantum computing market size is projected to surge from approximately $1.7 billion in 2024 to over $110 billion by 2030. This growth relies heavily on continuous breakthroughs in core engineering challenges such as quantum error correction and scalability—precisely the areas Nvidia is targeting with this move.</p>
<p>For investors, the launch of Ising further enriches Nvidia's long-term growth narrative beyond its AI infrastructure, making its strategic positioning in the emerging field of quantum computing increasingly clear. However, from model release to industrial implementation, numerous engineering challenges still lie ahead. Whether the short-term explosion of quantum computing concept stocks can receive sustained fundamental support remains to be seen.</p>

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<p>Nvidia unveiled the world's first open-source AI model for quantum computing, Ising, directly igniting the Asia-Pacific market—South Korean stocks hit a 30% daily limit up in a single day, while related concepts in China and Japan followed. Technical data showing a 2.5-fold improvement in error correction speed and a 3-fold increase in precision sent the market into a frenzy, but institutions cautioned: practical quantum computing is still far away; the gap between sentiment and fundamentals represents the true risk for investors</p>

- NVIDIA launched the Ising open-source AI model family, aimed at addressing key challenges in quantum computing, which triggered a surge in related stocks across Asia.  
- Stocks like South Korea's Axgate and ICTK saw limits of 30% gains in a single day, while companies in China and Japan also experienced significant increases.  
- Despite this enthusiasm, analysts caution that practical large-scale quantum computing remains a long-term goal due to ongoing engineering challenges and the commercial viability of such concepts.

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Nvidia's New AI Model Ignites Quantum Computing Stocks; China, South Korea, and Japan Quantum Concepts Surge 8%-30%