Key Facts on Quantum Computing Stocks
Quantum computing is becoming a key area of investment, with companies like IonQ, Rigetti Computing, and D-Wave Quantum leading the sector. These “pure-play” developers have significantly outperformed the S&P 500 in 2025, as interest in quantum technology grows.
Meanwhile, major tech companies including Alphabet, Amazon, and Microsoft are also investing in quantum computing alongside their existing AI initiatives, having developed their own quantum processors. Nvidia is taking a different approach by creating a quantum AI ecosystem through its software platform CUDA-Q and high-speed hardware NVQLink, enabling seamless communication between traditional and quantum computing systems.
According to Goldman Sachs, hyperscalers are projected to spend nearly $500 billion on AI infrastructure by 2026, positioning Nvidia favorably to benefit from this trend. Overall, the AI infrastructure market is expected to be worth nearly $7 trillion by the end of the decade, suggesting a robust growth trajectory for quantum computing technology and its applications.
