@kewur 3 weeks ago
Interesting take on quantum computing plays beyond IonQ
Interesting take on quantum computing plays beyond IonQ
Article discusses why IonQ might not be the best bet despite being a pure play. Suggests looking at 5 diversified companies instead:
1. Honeywell (HON): They own 54% of Quantinuum (merger of their quantum division and Cambridge Quantum). Quantinuum plans to IPO in 2026, so HON is a safer entry point.
2. Intel (INTC): Focusing on silicon spin qubits. The idea is they can manufacture these at scale better than anyone else if volumes ramp up.
3. IBM (IBM): Already operating a large fleet of systems. Crossed 1,000 qubits in 2023 and has paying enterprise customers via cloud.
4. Amazon (AMZN): AWS Braket lets users access various quantum hardware. They are building the infrastructure layer rather than betting on one hardware type.
5. Nvidia (NVDA): The picks-and-shovels play. Quantum computers need classical systems for control and error correction, which runs on Nvidia's CUDA-Q platform.
Basic argument is these companies have balance sheets to support the R&D and don't rely solely on quantum to survive.

www.fool.com
| Prediction: 5 Quantum Computing Stocks That Will Be Worth More Than IonQ 5 Years From Now | The Motley Fool

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