Can Rigetti Computing's (RGTI) NVIDIA Partnership Reshape Its Edge in Quantum-AI Integration?

Rigetti Computing recently announced its collaboration with NVIDIA to support NVQLink, an open platform enabling integration of AI supercomputing with quantum processors, and showcased this partnership at NVIDIA GTC in Washington, D.C. This move not only highlights Rigetti's technical role in hybrid quantum-classical systems but also signals the growing intersection between quantum computing and advanced AI architectures. We'll explore how Rigetti's expansion into hybrid quantum-AI integration could impact its investment narrative and competitive positioning amid rising sector interest.

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What Is Rigetti Computing's Investment Narrative?

To see Rigetti Computing as a compelling opportunity, I think you have to believe in the long-term future of hybrid quantum and AI systems, not just the promise of quantum hardware itself. The latest partnership with NVIDIA, showcased at GTC, puts Rigetti’s technology at the front of this effort and could reinforce confidence in its relevance within the industry. However, for near-term catalysts, the news is more about strategic positioning than immediate financial impact. While collaborations like NVQLink show Rigetti working closely with leaders in AI, the company remains unprofitable, with high cash burn and ongoing dilution. Key short-term risks, like execution on new contracts, significant volatility, and reliance on government funding, are still very much in play, and recent price declines suggest optimism may be cooling. Recent news gives Rigetti a visibility boost, but it does not materially shift the risk of missed commercial milestones, nor does it address the sector’s long commercialization runway.

On the flipside, there’s still the question of whether current valuation assumes more than Rigetti can deliver in the near term.

The valuation report we've compiled suggests that Rigetti Computing's current price could be inflated.

Exploring Other PerspectivesRGTI Community Fair Values as at Nov 2025

The Simply Wall St Community contributed 49 unique fair value estimates, with targets stretching from just US$0.22 up to US$33.50. Such a wide spectrum reflects sharply different calculations of Rigetti’s growth and risk profile, particularly given the company’s substantial recent share price swings. Explore these varying viewpoints for a broader sense of how future catalysts could drive new shifts in sentiment.

Explore 49 other fair value estimates on Rigetti Computing - why the stock might be worth less than half the current price!

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Build Your Own Rigetti Computing Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your Rigetti Computing research is our analysis highlighting 1 key reward and 4 important warning signs that could impact your investment decision. Our free Rigetti Computing research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Rigetti Computing's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include RGTI.

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