--- title: "3 Artificial Intelligence (AI) Stocks Could Lead the Quantum Computing Revolution" description: "Three AI stocks poised to lead the quantum computing revolution include Nvidia, Microsoft, and IBM. Nvidia is developing quantum-accelerated computing, integrating quantum and classical systems. Micro" type: "news" locale: "en" url: "https://longbridge.com/en/news/247787071.md" published_at: "2025-07-09T09:55:26.000Z" --- # 3 Artificial Intelligence (AI) Stocks Could Lead the Quantum Computing Revolution > Three AI stocks poised to lead the quantum computing revolution include Nvidia, Microsoft, and IBM. Nvidia is developing quantum-accelerated computing, integrating quantum and classical systems. Microsoft has introduced the Majorana 1 quantum processing unit and leverages its Azure cloud platform for quantum technology sales. IBM, a key player in quantum development, has deployed 13 quantum computers and offers the Qiskit platform for quantum software. These companies represent solid investment opportunities as quantum technology matures, with significant market growth projected by 2035. While quantum computing is still in the early stages of its development, the technology has massive potential because it could be capable of exponentially better performance than even the top supercomputers today. Artificial intelligence (AI) requires immense computing power, making the two technologies a logical pairing. Together, AI and quantum computing could usher in a golden age of innovation. Research by McKinsey & Company estimates that the broader quantum technology market -- including quantum computing, quantum communication, and quantum sensing -- could grow to nearly $100 billion by 2035 and then double to almost $200 billion by 2040. With that in mind, this is an excellent time to look at quantum computing stocks that could be potential winners as this technology matures. These three leading AI stocks could help lead the upcoming quantum revolution. Consider adding them to your portfolio today. Image source: Getty Images ## 1\. Nvidia You can't say much about AI before bringing up **Nvidia** (NVDA 1.10%), the runaway leader in providing parallel processing chips for AI data centers. The company's expertise in developing high-end graphics processing units (GPUs) and its popular CUDA programming platform, which developers use to help those chips work efficiently on specific types of tasks, were keys to its emergence as an AI sector superpower. Quantum computing is currently relatively unstable. Today's machines are prone to errors, and the technology has limited practical use outside of scientific research. Nvidia is developing quantum-accelerated computing, a hybrid technology that combines both quantum and classical computer systems. Its CUDA-Q programming platform helps integrate all these components, allowing developers to build and utilize accelerated quantum for real-world applications. You could think of it like a car company opting to sell hybrid vehicles instead of pure gas or electric models. It's a mix of new and old technologies, potentially offering a faster path to market, monetization, and market share in high-end computing applications. That's essentially the same playbook that Nvidia used for its AI accelerator chips. Only time will tell whether Nvidia can corner another segment of the computing market, but the company's ongoing AI momentum makes it a fantastic way for investors to gain exposure to the quantum computing opportunity. ## 2 Microsoft Behemoth **Microsoft** (MSFT -0.20%) operates in a wide array of technology sub-markets, from operating systems to cloud services, and from gaming to enterprise software. Of course, Microsoft has also gotten involved with quantum computing. Earlier this year, Microsoft announced Majorana 1, the world's first quantum processing unit (QPU) powered by a topological core. It utilizes an entirely new state of matter (neither solid, liquid, nor gas) and is designed to be scaled up to a million qubits on a single chip. Beyond innovation, Microsoft has direct pathways to sell quantum technology. The company's Azure is the world's second-largest cloud infrastructure platform, and millions of customers worldwide already use its various products and services. Microsoft arguably embodies the technology sector's version of too big to fail. Plus, the company has a world-class balance sheet and has paid and raised its dividends for 23 consecutive years. It's hard to envision the technology giant not having a competitive presence in the quantum revolution, and yet it's such a diverse and financially sound company that investors don't need to feel like they're taking a significant risk on quantum computing when they invest. Microsoft already has a $3.7 trillion market cap, so its further growth won't make you rich overnight. But if peace of mind is essential to you, it's hard to go wrong with this stock. ## 3\. International Business Machines (IBM) Computer infrastructure, AI software, and consulting giant **International Business Machines** (IBM -0.64%) is no longer the juggernaut it was decades ago. Still, it remains a steady presence in today's technology landscape and has become one of the leading developers of quantum computers. Its Heron R2 quantum system has achieved some of the highest qubit performance while operating at one of the lowest error rates. To date, IBM has deployed 13 utility-scale quantum computers and is approaching $1 billion in cumulative bookings for quantum computing. Additionally, IBM has developed Qiskit, a developer platform for building quantum software similar to Nvidia's CUDA-Q. IBM claims Qiskit has a wide lead in developer support, with nearly 5,000 projects. IBM is far from a pure play on quantum computing, which means it's a far safer investment than speculative quantum computing businesses that currently have little to no revenue. IBM has begun to grow again after transitioning its business away from some legacy offerings, and at current share prices, it offers a 2.3% dividend yield with a healthy payout ratio. Those dividends will help the company provide you with a solid return on your investment while you wait for its long-term quantum computing opportunity to unfold. ### Related Stocks - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 索羅斯逆市加碼微軟及 Nvidia 等科企 新買入黃金股 清倉 4 隻股份 | 索羅斯基金管理公司在 2022 年第四季度加大對微軟、英偉達和蘋果等大型科技股的投資，同時增持黃金股以對衝風險。基金還增持了 Atlassian、Salesforce 和 Uber 等軟體公司股票，但大幅減持了 Snowflake 和 Ci | [Link](https://longbridge.com/en/news/275990619.md) | | 美四大科企巨頭 AI 支出規模龐大 超越阿波羅登月計劃 | 美四大科企巨頭微軟、Meta、亞馬遜和 Alphabet 旗下 Google 預計今年在 AI 基礎設施上的支出將達到 6,700 億美元，超越阿波羅登月計劃的歷史支出。儘管 Meta 因 AI 驅動的收益增長獲得投資者信心，但亞馬遜因資本 | [Link](https://longbridge.com/en/news/275273978.md) | | 美據報豁免大型科企進口晶片關税 與台積電在美投資規模掛鈎 | 美國總統川普政府計劃豁免亞馬遜、谷歌和微軟等科技公司在建設大型 AI 數據中心時的晶片關税，豁免與台積電在美國的投資承諾掛鈎。台積電已承諾在亞利桑那州投資 1,650 億美元。此計劃尚未得到川普籤署，仍在變化中，旨在激勵美國晶片製造並幫助依 | [Link](https://longbridge.com/en/news/275396305.md) | | 美國 1 月 CPI 來襲！標普 500、輝達、德國 DAX 指數、澳元/美元技術分析 | 美國勞工統計局將於 2 月 13 日發布 1 月消費者價格指數（CPI），預計服務價格漲幅放緩將導致通脹降温，但核心通脹率可能上升。1 月非農就業數據強勁，促使市場對美聯儲降息次數的預期減少。標普 500 指數在 2 月 12 日下跌 1. | [Link](https://longbridge.com/en/news/275974381.md) | | 反超三星、利潤率蓋過台積電：SK 海力士是如何問鼎 AI 存儲領域 “隱形霸主” 的？ | SK 海力士過去 12 個月市值飆升 340%，已從債權人控制的 “殭屍公司” 逆襲為 AI 產業鏈定價者。其憑藉 HBM 先發優勢，在 AI 需求爆發的浪潮下，深度綁定英偉達與微軟，拿下全球過半 HBM 份額；市佔率超越三星，利潤率超越台 | [Link](https://longbridge.com/en/news/275576275.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.