Investment Rating - The investment rating for the industry is "Positive" and is maintained [8] Core Insights - NVIDIA hosted its first Quantum Day during the GTC 2025 conference, focusing on the current status and future direction of quantum computing, with participation from 12 global quantum computing companies and representatives from major tech firms like Microsoft and Amazon [2][5] - The establishment of the NVIDIA Accelerated Quantum Research Center (NVAQC) in Boston aims to integrate quantum hardware with NVIDIA's existing technologies, fostering collaboration with leading academic institutions to advance quantum technology [7] - The quantum technology industry is expected to develop faster than market expectations, driven by NVIDIA's initiatives and the overall progress in quantum computing from other major companies [7][10] Summary by Sections Event Description - NVIDIA's Quantum Day event featured discussions on the development, application, and future trends of quantum computing, highlighting the importance of the technology [5][6] Event Commentary - The establishment of NVAQC is seen as a strategic move to position NVIDIA as a leader in quantum computing, potentially accelerating the commercialization of quantum supercomputers [7] - The integration of quantum computing with classical computing is anticipated to be a significant trend in future AI solutions, with major companies predicting advancements in quantum capabilities within the next five years [10]