Shares of quantum computing and artificial intelligence companies rose on Monday, as investors hoped that Nvidia would blow some life back into the beaten-down sectors with new announcements at its annual conference.

For context, in the company's first quarter of fiscal 2026 (ended Jan. 26, 2025), the data center platform generated 90.5% of Nvidia's total revenue, with gaming, auto/robotics, and pro viz accounting for 6.5%, 1.4%, and 1.3%, respectively, of total revenue. (Total doesn't add up to 100% because Nvidia has a small "other" category.)

Arqit Quantum (ARQQ) led several quantum computing stocks higher on Monday ahead of Nvidia's (NVDA) first-ever Quantum Day at its annual GTC event this week. Arqit soared about 35%, Quantum Computing (QUBT) jumped nearly 17%,