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EE Times原文发布 08-18 02:31Radar 收录 08-18 03:31查看原文 ↗

英伟达押注量子计算的经典计算侧

Nvidia Bets on the Classical Side of Quantum Computing
中文摘要

英伟达将经典计算基础设施定位为构建实用量子计算机竞赛中的关键层。该公司认为,经典计算与量子计算协同发展,其基础设施在量子计算领域发挥重要作用。

原文深度解读

本文探讨了英伟达在量子计算领域的战略定位,即不直接制造量子处理器(QPU),而是专注于经典计算基础设施(软件、库、互连、控制系统)以支持混合量子-经典计算。文章以巴塞罗那超级计算中心的MareNostrum 5超级计算机与量子计算机的集成为例,介绍了英伟达的CUDA-Q编程模型、Ising AI模型、NVQLink互连等技术,并提及美国政府的量子政策支持及金融领域的应用。关键数字包括:美国政府2026年6月签署量子创新行政令,计划2028年9月前部署至少三个量子传感器项目;5月宣布20.13亿美元CHIPS法案资金支持九家量子公司;Ising Calibration模型有310亿参数;NVQLink延迟为几微秒;新纠错码仅需5个物理量子比特编码1个逻辑量子比特;解码基准测试显示7.3倍加速和347倍逻辑错误率降低。文章与电子元器件供应链相关,因为量子计算基础设施依赖GPU、互连等元器件,英伟达的软件和硬件生态可能影响相关芯片和系统需求。

  • 英伟达不制造量子计算机,但提供经典计算基础设施,包括软件、库、互连和控制系统,以支持混合量子-经典计算。
  • 巴塞罗那超级计算中心的MareNostrum 5超级计算机配备数千个英伟达GPU,现已与三个量子计算机连接,展示英伟达在混合计算架构中的角色。
  • 英伟达的CUDA-Q是开源编程模型,支持多种QPU,提供统一编程接口,使开发者能通过更改编译器标志在12种不同物理量子处理器上运行代码。
  • 英伟达发布Ising Calibration,一个310亿参数的视觉语言模型,与IQM Quantum Computers合作,将校准周期从数天压缩到数小时。
  • 英伟达的NVQLink是低延迟物理互连,于2025年底推出,连接QPU和GPU,延迟为几微秒。
  • 英伟达发布新量子纠错码预印本,仅需5个物理量子比特编码1个逻辑量子比特,其颜色码预解码器在特定基准中显示7.3倍加速和347倍逻辑错误率降低。

供应链影响

  • 英伟达对经典计算基础设施的重视可能增加对高性能GPU、互连芯片和网络设备的需求,从而影响相关半导体供应链。
  • CUDA-Q等软件生态的标准化可能推动量子处理器与经典计算系统的集成,进而影响量子计算硬件和配套元器件的设计需求。
  • 美国政府的量子资金支持(如20.13亿美元)可能刺激量子计算和量子代工公司的采购,间接影响电子元器件供应链。
  • 金融领域对量子优势的追求(如1%优势)可能促使银行投资混合GPU-量子系统,从而增加对相关计算硬件的需求。
  • 量子纠错技术的进展(如5物理量子比特编码1逻辑量子比特)可能降低未来量子计算机的物理量子比特需求,但取决于技术成熟度,可能影响量子芯片制造规模。

系统解读,仅作为判断线索,不构成备货、出货、涨价或投资建议。

正文内容 · AI翻译

在巴塞罗那超级计算中心(BSC)的地下层,MareNostrum 5与三台新量子计算机并排而坐,后者位于相邻的一座已非神用的教堂内。这台配备数千个英伟达GPU的超级计算机现已与量子系统相连。这一布局将英伟达在新兴混合计算架构中的角色展露无遗。

MareNostrum Ona,即MareNostrum 5的量子计算分区,位于巴塞罗那超级计算中心的Torre Girona教堂内。红色和蓝色系统是数字量子计算机;中间的绿色系统是刚落成的模拟量子计算机。(来源:BSC)

“我们不制造量子计算机,”英伟达量子产品总监Sam Stanwyck在接受EE Times采访时表示,“但英伟达从根本上是一家加速计算平台公司,量子计算是加速计算未来的一部分,我们对此极为兴奋。”

英伟达并未开发自己的量子处理单元(QPU)。相反,它专注于量子硬件周围的经典计算基础设施,包括软件、库、互连和控制系统,以实现混合量子-经典计算。

Stanwyck将公司不涉足硬件的做法与其在其他资本密集型市场的策略进行了比较。“我们不制造自己的机器人,但我们与所有制造机器人的公司合作;我们不制造自己的自动驾驶汽车,但我们与所有制造自动驾驶汽车的公司合作;我们不制造自己的量子计算机,但我们与所有制造量子计算机的公司合作,助其成功。”

作者:Raphi Zadicario,Lumissil Microsystems产品经理兼首席架构师,2026年8月17日

作者:Krizelle Paulene Apostol,软件系统工程师;Jamila Macagba,高级软件系统工程师;Maggie Maralit,软件系统设计工程经理,2026年8月13日

作者:Isaac Lopez,OmniScale Media总裁;Charity Plata,SC26通信主席,2026年8月13日

集成势在必行

英伟达的做法反映了量子计算的一个实际限制:量子处理器无法独立运行。量子比特是量子信息的基本单位,对噪声和错误高度敏感,需要经典计算系统来控制硬件、处理测量数据、执行纠错和协调工作负载。

“量子计算机不会单独工作,”Stanwyck解释道,“它们将与AI超级计算机集成。这种集成将是互利的。量子计算机将与CPU和GPU协同加速某些问题或问题的一部分,而AI超级计算机对于量子计算机的运行也至关重要。”

这一进展正值美国政府加大推进量子技术的力度。2026年6月,特朗普总统签署了一项关于量子创新的重大行政令,指示联邦机构优先进行量子传感和量子网络应用及硬件的研发、测试和评估。该行政令还要求至少三个下一代量子传感器项目在2028年9月前优先部署。另一项行政令旨在加速联邦系统向后量子密码学的迁移。5月,美国政府还宣布计划通过CHIPS和科学法案为九家量子计算和量子代工公司提供20.13亿美元资金。

对英伟达而言,联邦政府对量子技术的日益支持创造了商业机会。英伟达并未等待遥远的“量子优势”里程碑,而是提供当今用于模拟量子电路、测试算法和加速纠错解码工作负载的经典计算基础设施。

编码量子比特

英伟达计划的核心是CUDA-Q,一个支持广泛QPU的开源编程模型。它提供了集成量子与经典计算的通用编程接口,帮助传统软件开发者使用量子处理器。英伟达正在应用类似于CUDA的策略,后者帮助GPU从游戏硬件转变为现代AI计算的基础。

“量子计算最令人惊叹的一点是,我们可以从GPU的经验中学到很多,以及如何解锁全新的应用空间,”Stanwyck说,“首先是正确的编程模型。二十年前,CUDA的出现使得如果你能用C语言编程,最终是C++和Python,你就能编程GPU,而不必重写代码。”

量子计算领域仍然高度碎片化。“目前,你几乎必须是量子物理学家才能使用它,”Stanwyck指出,“你必须为每种不同类型的物理量子处理器编写不同类型的代码,这将限制应用。”

CUDA-Q旨在标准化软件栈。开发者可以用量子内核编写应用程序代码,在英伟达加速的模拟器上运行这些内核,然后“只需更改编译器标志”,即可在12种不同的物理量子处理器上运行。通过消除编码障碍,英伟达为主流软件开发者打开了大门。

“计算领域的入门门槛从未如此之低,量子计算也是如此,”Stanwyck说,“CUDA-Q是开源的,我们欢迎贡献……拥有深厚的科学专业知识和领域专业知识并将其带给量子社区更为重要。”

容错竞赛

“目前最大的问题是量子计算机中的错误,”Stanwyck说,“所以它们不受规模限制;错误率限制了它们。”

为了解决这个问题,英伟达发布了Ising,一个针对量子校准和纠错的开源AI模型家族。启动量子处理器历来需要高技能的物理学家来调谐量子比特,这一过程手动可能需要数天。

借助Ising Calibration(一个310亿参数的视觉语言模型),英伟达及其合作伙伴(如芬兰的IQM Quantum Computers)实现了校准过程的自动化。英伟达表示,该系统使用AI代理检查诊断图,将校准周期从数天压缩到数小时。

同时,英伟达正瞄准实时解码——即在错误破坏计算之前识别并纠正量子错误的过程。由于纠错应在微秒内完成,量子处理器与经典解码器之间的连接必须非常快。这正是英伟达NVQLink的用武之地,这是一种于2025年底推出的低延迟物理互连,以几微秒的延迟连接QPU和GPU。

为了绕过传统纠错所需的大量物理量子比特开销,英伟达正在发布开创性研究。“我们昨天在arXiv上发布了一份预印本,介绍一种与我们的CUDA-Q GPU加速解码器配合的新型量子纠错码,”Stanwyck说,“它实际上只需要5个物理量子比特来编码1个逻辑量子比特。如果我们能让它与GPU加速解码配合工作,这些就是能大幅推进量子计算时间表的事情。”

英伟达声称其颜色码预解码器在特定解码基准中展示了7.3倍的加速和347倍的逻辑错误率降低。这凸显了经典神经网络如何帮助管理量子系统。

商业现实与1%的优势

量子生物学和化学可能是最好的长期用途,但华尔街已经期待从早期量子进展中获益。据Stanwyck称,摩根大通和汇丰银行等银行正与英伟达合作,创建用于投资组合优化和欺诈检测应用的混合GPU-量子系统。

对金融机构而言,即使微小的优势也值得投入大量研究。“金融领域潜在量子优势的好处在于,如果你能找到1%的优势,那将非常有价值,”Stanwyck说。

通过提供软件、低延迟网络和维持量子比特运行的AI模型,英伟达在量子时代入口处建立了一个收费站。

另请阅读:

CUDA-Q、纠错系统、ISING、MARENOSTRUM、量子计算、量子比特

巴塞罗那超级计算中心、英伟达

On the ground floor of the Barcelona Supercomputing Center (BSC), MareNostrum 5 sits alongside three new quantum computers housed in an adjoining deconsecrated chapel. The supercomputer, equipped with thousands of Nvidia GPUs, is now connected to the quantum systems. The arrangement puts Nvidia’s role in the emerging hybrid-computing architecture into view.

MareNostrum Ona, the quantum computing partition of MareNostrum 5, is housed in the Torre Girona chapel at the Barcelona Supercomputing Center. The red and blue systems are the digital quantum computers; the green system in the center is the newly inaugurated analog quantum computer. (Source: BSC)

“We don’t build a quantum computer,” said Sam Stanwyck, director of quantum products at Nvidia, in an interview with EE Times. “But Nvidia is fundamentally an accelerated computing platform company, and quantum computing is a part of the future of accelerated computing that we are extremely excited about.”

Nvidia is not developing its own quantum processing units (QPUs). Instead, it is focusing on the classical computing infrastructure around quantum hardware, including software, libraries, interconnects, and control systems that enable hybrid quantum-classical computing.

Stanwyck compared the company’s hands-off hardware approach to its strategies in other capital-intensive markets. “We don’t build our own robot, but we work with every company that does; we don’t build our own self-driving car, but we work with every company that does; we don’t build our own quantum computer, but we’re working with every company that does to make them successful.”

By Raphi Zadicario, Product Manager and Chief Architect, Lumissil Microsystems 08.17.2026

By Krizelle Paulene Apostol , Software Systems Engineer, Jamila Macagba , Senior Software Systems Engineer, and Maggie Maralit , Software Systems Design Engineering Manager 08.13.2026

By Isaac Lopez, President, OmniScale Media & Charity Plata, Communications Chair, SC26 08.13.2026

Integration imperative

Nvidia’s approach reflects a practical limitation of quantum computing: Quantum processors cannot operate independently. Qubits, the basic units of quantum information, are highly sensitive to noise and errors, requiring classical computing systems to control the hardware, process measurement data, perform error correction, and coordinate workloads.

“Quantum computers are not going to work alone,” Stanwyck explained. “They’re going to integrate with AI supercomputers. And this integration will be mutually beneficial. Quantum computers are going to accelerate certain problems or parts of problems working in concert with CPUs and GPUs, and that AI supercomputer is also going to be essential for operating the quantum computer at all.”

The development comes as the U.S. government steps up efforts to advance quantum technology. In June 2026, President Trump signed a major Executive Order on quantum innovation, directing federal agencies to prioritize R&D, testing, and evaluation of applications and hardware for quantum sensing and quantum networking. The order also calls for at least three next-generation quantum sensor projects to be prioritized for fielding by September 2028. A separate Executive Order aims to accelerate the migration of federal systems to post-quantum cryptography. In May, the U.S. government also announced $2.013 billion in planned CHIPS and Science Act funding for nine quantum computing and quantum foundry companies.

For Nvidia, this growing federal support for quantum technology creates a commercial opportunity. Rather than waiting for a distant “quantum advantage” milestone, Nvidia is supplying the classical computing infrastructure used today to simulate quantum circuits, test algorithms, and accelerate error-decoding workloads.

Coding the qubit

At the heart of Nvidia’s plan is CUDA-Q, an open-source programming model that supports a broad range of QPUs. It provides a common programming interface for integrating quantum and classical computing, helping conventional software developers work with quantum processors. Nvidia is applying a strategy similar to the one it used with CUDA, which helped turn GPUs from gaming hardware into a foundation of modern AI computing.

“One of the really amazing things about quantum computing is we can learn a lot from the lessons of GPUs and what it took to take them… to unlock completely new application spaces,” Stanwyck said. “First and foremost was the right programming model. Twenty years ago, CUDA came along and made it so that if you could program in C and eventually C++ and Python, you could program a GPU and you didn’t have to rewrite your code.”

The quantum computing field remains highly fragmented. “Right now, you kind of have to be a quantum physicist to use it,” Stanwyck noted. “You have to write different types of code for each different type of physical quantum processor, and that’s going to limit applications.”

CUDA-Q aims to standardize the software stack. Developers can write application code with quantum kernels, run those kernels on Nvidia-accelerated simulators, and then, “just by changing a compiler flag,” run them across 12 different physical quantum processors. By removing the coding barrier, Nvidia opens the door for mainstream software developers.

“The barrier to entry has never been lower in computing in general, and that goes for quantum computing as well,” Stanwyck said. “CUDA-Q is open source, and we welcome contributions… It’s much more important to have deep scientific expertise and deep domain expertise and bring that to the quantum community.”

Race to fault tolerance

“The biggest problem is the errors in the quantum computers right now,” Stanwyck said. “So they’re not limited by scale; the error rate limits them.”

To address this, Nvidia has released Ising, an open-source family of AI models targeting quantum calibration and error correction. Bringing up a quantum processor has historically required highly skilled physicists to tune qubits, a process that can take days manually.

With Ising Calibration, a 31-billion-parameter vision-language model, Nvidia and its partners, such as Finland’s IQM Quantum Computers, automate aspects of this calibration process. Nvidia said the system uses AI agents to inspect diagnostic plots, compressing calibration cycles from days to hours.

Simultaneously, Nvidia is targeting real-time decoding—the process of identifying and correcting quantum errors before they ruin a calculation. Because error correction should happen in microseconds, the connection between the quantum processor and the classical decoder must be incredibly fast. This is where Nvidia’s NVQLink, a low-latency physical interconnect launched in late 2025, comes in, linking QPUs and GPUs with a few microseconds of latency.

To bypass the massive physical qubit overhead conventionally required for error correction, Nvidia is publishing groundbreaking research. “We put out a preprint yesterday on the arXiv for a new type of quantum error correction code that works with our CUDA-Q GPU-accelerated decoder,” Stanwyck said. “It actually only takes five physical qubits to encode one logical qubit. If we can get that to work with GPU-accelerated decoding, these are the types of things that move the timeline for quantum computing a lot.”

Nvidia claimed its color-code predecoder demonstrates a 7.3× speedup and a 347× drop in logical error rates in a specific decoding benchmark. This highlights how classical neural networks can help manage quantum systems.

Commercial realities and the 1% advantage

Quantum biology and chemistry may be the best long-term uses, but Wall Street is already looking to benefit from early quantum advances. According to Stanwyck, banks such as JPMorgan Chase and HSBC are teaming up with Nvidia to create hybrid GPU-quantum systems for portfolio optimization and fraud detection applications.

For financial institutions, even a minor advantage is worth the heavy research investment. “The nice thing about a potential quantum advantage in finance is if you can find a 1% advantage, it’s very, very valuable,” Stanwyck said.

By providing the software, the low-latency networking, and the AI models that keep the qubits running, Nvidia has built a tollbooth at the entrance to the quantum era.

Read also:

CUDA-Q, ERROR-CORRECTION SYSTEM, ISING, MARENOSTRUM, QUANTUM COMPUTING, QUBITS

BARCELONA SUPER COMPUTING CENTER, NVIDIA

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