Blue-Chip Titans Plot a Quantum Leap: Nvidia, IBM, Alphabet Lead the Growth
TL;DR Summary
McKinsey projects the quantum computing market to grow from about $4B today to $72B by 2035. Rather than betting on risky startups, the piece argues that blue-chip giants Nvidia, IBM, and Alphabet offer lower-risk exposure to quantum growth: Nvidia bridges quantum and classical systems with NVQLink/CUDA-Q; IBM pursues scalable quantum roadmaps (Nighthawk) aiming for thousands of qubits by 2028; Alphabet’s Willow demonstrates faster, more accurate quantum results with substantial cash reserves to fund development. This trio provides a way to invest in quantum tech with established profitability and scale.
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