Nvidia, Microsoft, and Alphabet vie to be quantum computing's top pick-and-shovel play

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โดย The Motley Fool·Read original
Summary · why it matters

Nvidia, Microsoft, and Alphabet are positioning themselves as key upstream suppliers to the quantum computing industry, which McKinsey estimates could grow from $1 billion today to $4.4 billion by 2028. Nvidia's CUDA-Q software and NVQLink interconnect already support most public quantum processors, making its revenue indifferent to which qubit technology prevails, though quantum-related sales remain negligible against its $194 billion data center business. Microsoft's Azure Quantum marketplace resells cloud access to hardware from Quantinuum, IonQ, and Rigetti, while its in-house Majorana 2 topological chip aims for a scalable version by 2029. Alphabet's Google Quantum AI builds its own superconducting chips, with the 105-qubit Willow processor demonstrating exponential error reduction, and may eventually sell access through Google Cloud. Among the three, Nvidia is deemed the best pick-and-shovel play due to its broad, hardware-agnostic exposure.

Impact on stocks 3

Semiconductors▲ · 1 stocks
NVIDIA Corporation
NVDA
▲ PositiveTechnologyrelevance

Nvidia's CUDA-Q software and NVQLink interconnect support most public quantum processors, making it a key pick-and-shovel play in quantum computing.

Artificial Intelligence▲ · 1 stocks
Alphabet Inc Class C
GOOG
▲ PositiveTechnologyrelevance

Alphabet's Google Quantum AI builds its own superconducting chips, with the Willow processor demonstrating exponential error reduction.

Quantum Computing▲ · 1 stocks
Microsoft Corporation
MSFT
▲ PositiveTechnologyrelevance

Microsoft's Azure Quantum marketplace and in-house Majorana 2 topological chip position it as an upstream supplier in quantum computing.

Theme Impact 3

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