EPISODE · May 21, 2026 · 22 MIN
Quantum Computing Gets Federal Boost & Nvidia Eyes $200B CPU Market with Vera Rubin | May 21, 2026 – Morning Market Briefing
from The Morning Market Briefing · host Narwhal Capital Management
Andrew and Tom discuss the US quantum computing grants going to IBM, Rigetti, and GlobalFoundries, and Nvidia's earnings call highlights including the Vera CPU opening a new $200 billion TAM with $20 billion in visible revenue this year, plus NVDA gaining inference market share against Amazon's Trainium and Google's TPUs thanks to frontier model partners like Perplexity, Cursor, Anthropic, TML, and Reflection.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
What this episode covers
Andrew and Tom discuss the US quantum computing grants going to IBM, Rigetti, and GlobalFoundries, and Nvidia's earnings call highlights including the Vera CPU opening a new $200 billion TAM with $20 billion in visible revenue this year, plus NVDA gaining inference market share against Amazon's Trainium and Google's TPUs thanks to frontier model partners like Perplexity, Cursor, Anthropic, TML, and Reflection.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
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Quantum Computing Gets Federal Boost & Nvidia Eyes $200B CPU Market with Vera Rubin | May 21, 2026 – Morning Market Briefing
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