Nvidia, the world's largest chipmaker by market capitalisation, unveiled a family of open-source artificial intelligence models called Ising on Tuesday, triggering a broad rally in quantum computing stocks across Asia and the United States.
The announcement pushed South Korean software and cybersecurity stocks, including Axgate Co. and ICTK Co., briefly to their 30% daily trading limit, while China's GuoChuang Software Co. and QuantumCTek Co. and Japan's Fixstars Corp. each rose at least 8%.
US-listed quantum pure-plays followed with double-digit gains; IonQ climbed roughly 20%, D-Wave Quantum rose around 16%, Rigetti Computing gained about 12% and Xanadu Quantum Technologies surged more than 54%.
Ising is designed to address two engineering problems that stand between current quantum hardware and fault-tolerant computing: processor calibration and error correction.
The calibration model is a 35 billion-parameter vision language model trained to interpret measurements from quantum processors and automate tuning workflows, reducing setup time from days to hours.
The error correction component uses two variants of a 3D convolutional neural network, optimised for either speed or accuracy, to perform real-time decoding of quantum errors.
Nvidia said the decoding models are up to 2.5 times faster and three times more accurate than pyMatching, the open-source decoder used by most quantum research groups, while requiring ten times less training data.
Chief executive Jensen Huang described AI as the emerging control plane for quantum machines, positioning the technology as an operating system layer that could transform unreliable qubits into scalable, commercially useful systems.
The models are released under the Apache 2.0 licence and available on Hugging Face and GitHub, though the surrounding software stack, including Nvidia's CUDA-Q quantum development platform and NVQLink hardware interconnect, remains proprietary.
Sam Stanwyck, Nvidia's director of quantum product, said the best quantum processors currently produce an error roughly once in every thousand operations, but useful commercial applications would require error rates closer to one in a trillion.
Institutions already adopting the models include Fermi National Accelerator Laboratory, Harvard, Cornell University, the UK National Physical Laboratory and IonQ.
The global quantum computing market stood at approximately $1.9 billion in 2025 and is projected to exceed $11 billion by 2030, according to analyst firm Resonance.
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Bloomberg Intelligence analyst Robert Lea cautioned that practical, large-scale quantum computing remains distant, even if tools such as Ising can accelerate development.
The rally coincided with World Quantum Day and was reinforced by improving global risk sentiment linked to renewed US-Iran peace talks, providing a broader tailwind for technology shares across the region.
The recap
- Nvidia unveils open-source AI models targeting quantum computing advancement
- Axgate Co. and ICTK Co. hit 30% daily trading limits
- No rollout timeline or next steps were specified in announcement
