The global quantum computing market is projected to grow rapidly, with revenues expected to reach $1.08 billion in 2026 and $16.3 billion by 2030. Industry leaders like NVIDIA’s CEO acknowledge the sector’s potential. Pure-play quantum stocks IonQ and D-Wave are seen as potential beneficiaries as the industry matures in 2026.

Governments and major tech companies are investing billions in quantum computing. The US, EU, China, and India have made substantial commitments to research, infrastructure, and talent development. Companies like IBM, Google, and Microsoft are actively investing in quantum research, with hyperscale cloud players likely to monetize quantum services before fault-tolerant machines arrive.

Quantum computing has not yet reached NVIDIA’s level of mainstream demand, but progress is evident. Pure-play companies like IonQ and D-Wave are early-stage and volatile, with revenues mainly from research partnerships. Quantum investing requires a long-term mindset, with a focus on technological promise over market hype.

IonQ and D-Wave show momentum in 2026. IonQ reported significant revenue growth and achieved a world-record two-qubit gate performance. D-Wave reported strong revenue growth and cash balance, positioning them well for continued investment and scaling. Analysts predict positive earnings growth for both companies in 2026.

Zacks Investment Research is naming its top 10 stocks for 2026, with a history of exceptional performance. Director of Research Sheraz Mian will handpick the best 10 tickers to buy and hold in 2026, with the list set to be released on January 5. Investors can access these top picks early for potential high returns.

Read more at Nasdaq: Quantum Stocks 2026: Can IONQ & QBTS Follow NVDA’s Playbook?