Nvidia and Microsoft are leading the way in quantum computing technology, with Nvidia focusing on building systems for quantum computers to connect with supercomputer clusters, and Microsoft monetizing quantum computing through the cloud. The global quantum computing market is forecasted to grow from $3.5 billion in 2025 to $20.2 billion in 2030.

Nvidia, a dominant force in the AI infrastructure market, is well-positioned to generate massive cash flows with exceptional demand visibility. The company’s NVQLink technology bridges classical supercomputers and quantum computers, enabling offloading of key tasks. Nvidia’s collaboration with Quantum Machines has led to the launch of the DGX Quantum system, offering real-world deployment for research labs and quantum hardware companies.

Microsoft, a key player in enterprise software and cloud computing, is leveraging Azure Quantum to provide cloud-based access to quantum processors for customers. The company is developing logical qubits to enhance quantum computers’ reliability and error-resistance. Microsoft’s Majorana 1 quantum chip, based on a new qubit architecture, could strengthen Azure’s competitive edge in the future.

Investing in diversified technology leaders like Nvidia and Microsoft, which offer quantum computing exposure along with profitable established businesses, can mitigate risks associated with pure-play quantum companies. Both companies present a lower-risk opportunity to benefit from the upside potential of quantum computing.

Read more at Nasdaq: 2 Quantum Computing Stocks to Buy in Early 2026