Key Points
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Quantum computing could create up to $1 trillion in global economic value by 2035, according to estimates from The Quantum Insider.
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As of mid-October 2025, shares of IonQ (NYSE: IONQ) have increased by 670%, while Rigetti Computing (NASDAQ: RGTI) has risen over 6,200% over the trailing year.
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JPMorgan Chase recently launched a $1.5 trillion Security and Resiliency Initiative, identifying quantum computing as a key area for future investment.
Quantum computing represents a significant market opportunity, estimated between $450 billion and $850 billion by 2040, but raises competitive risks for early players like IonQ and Rigetti. Major companies such as Alphabet and Microsoft are also investing heavily in the sector, which could threaten the sustainability of these pure-play entities.
Investors are urged to exercise caution, as quantum computing has yet to achieve broad commercialization. Challenges remain in proving the efficiency and cost-effectiveness of these technologies compared to classical computing.
