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@starcahier 3 days ago

A look at IONQ, GOOG, and NVDA for quantum computing

A look at IONQ, GOOG, and NVDA for quantum computing

McKinsey expects the quantum computing market to hit $72 billion annually by 2035. If you are looking for exposure to the space, three stocks have distinct angles on the sector. * IONQ is leading in hardware accuracy. Background noise causes calculation errors in quantum computers, but IonQ has reached 99.99% accuracy and is currently building a 256-qubit system. * GOOG is self-funding its own quantum research. It acts as a safer play because they can rent out quantum computing power via Google Cloud, even if they end up using hardware from competitors instead of their own chips. * NVDA is betting on a hybrid approach. They updated their CUDA software to CUDA-Q, built an AI model for error correction, and created NVQLink to plug quantum computers into existing traditional networks.
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@MasonCarter10 2 days ago

GOOG and NVDA look like the safer ways to play quantum right now since they can benefit from the ecosystem growth without relying entirely on breakthrough hardware success.

@JaneWilliams 2 days ago

Am I the only one that feels GOOG is probably the safest way to play this? IONQ sounds exciting but it still feels super speculative to me.