Nvidia, Microsoft, and IBM are shaping the $200B quantum computing future
Quantum computing could skyrocket into a $200 billion market by 2040. The AI giants Nvidia, Microsoft, and IBM are already positioning to lead the charge.
Nvidia (NVDA) is pushing hybrid quantum-classical computing with its CUDA-Q platform. It’s blending traditional GPUs and quantum tech to speed up AI and complex computing tasks. Nvidia’s approach aims to hit the market faster by mixing proven and new tech — like a hybrid car for quantum. 
Microsoft (MSFT) launched Majorana 1, a quantum processing unit with a topological core, designed to scale to a million qubits on one chip. The company ties quantum innovation to its massive Azure cloud infrastructure, setting up a direct path to sell quantum solutions broadly. Microsoft’s size and deep pockets make it a steady player, not a moonshot.
IBM (IBM) boasts 13 utility-scale quantum computers and its Heron R2 system leads in qubit performance and error rates. Its Qiskit developer platform is widely adopted, with almost 5,000 projects. IBM is growing its quantum bookings, nearing $1 billion, while offering a 2.3% dividend. The company remains a safer bet than pure quantum startups.
McKinsey estimates the full quantum tech market — including computing, sensing, and communications — hitting nearly $100 billion by 2035 and doubling by 2040.
Investors looking for quantum exposure have three solid candidates. Nvidia leverages its AI chip dominance in hybrid quantum tech. Microsoft combines quantum breakthroughs with cloud muscle. IBM grows steady with established quantum infrastructure and dividends.
Image source: Getty Images
Justin Pope has no position in these stocks. The Motley Fool holds positions in International Business Machines, Microsoft, and Nvidia.
