软件与服务：英伟达助力谷歌量子AI，量子计算有望“降噪”加速

Investment Rating - The report maintains a "Positive" investment rating for the industry [9] Core Insights - NVIDIA announced a collaboration with Google's Quantum AI team to accelerate the design of next-generation quantum computing devices, which is expected to overcome current hardware limitations and significantly drive innovation and application in quantum computing [2][5][7] - The partnership is anticipated to enhance the competitiveness of both companies in the quantum computing sector and may prompt traditional computing firms to reassess and pursue quantum computing applications [6][7] - The global quantum computing market is projected to grow from $1.08 billion in 2023 to $19.7 billion by 2030, with a compound annual growth rate (CAGR) of 60% [6] Summary by Sections Event Description - On November 18, NVIDIA announced its collaboration with Google's Quantum AI team to assist in designing next-generation quantum computing devices [5] Event Commentary - The collaboration aims to address the noise sensitivity of quantum processors, which are affected by environmental factors. Using NVIDIA's CUDA-Q™ platform and Hopper GPU, Google can simulate devices with 40 qubits, reducing simulation time from a week to minutes [5][6] Market Potential - Quantum computing is expected to provide solutions for complex problems across various industries, including finance and healthcare. The technology is still in its early stages, but ongoing breakthroughs could lead to widespread adoption [6] Industry Development - The partnership between NVIDIA and Google is seen as a model for other traditional computing firms, which may follow suit in exploring quantum computing applications [6][7]