The Supercharged Quantum Computing Stock Poised to Become the Next Nvidia by the 2030s

Quantum Leap: This Under-the-Radar Stock Could Dominate the Next Decade of Computing

Forget everything you know about classical computing—quantum's seismic shift is barreling toward Wall Street, and one company's tech is leaving competitors in qubits.

Why Institutions Are Loading Up

They're not just chasing hype. Quantum computing slashes processing times from years to seconds, bypassing traditional bottlenecks that have plagued sectors from drug discovery to algorithmic trading. Early backers whisper this firm's hardware could achieve quantum advantage before 2030—a milestone that'd send valuations into the stratosphere.

The NVIDIA Blueprint

Much like NVIDIA's early bet on GPU dominance, this play isn't about selling dreams—it's about controlling the infrastructure layer of the quantum revolution. Their patents cover error-correction methods that even IBM struggles to replicate, and their client list reads like a Fortune 50 roster prepping for obsolescence.

Risks? Sure. The sector's littered with startups that promised quantum supremacy and delivered overpriced refrigerators. But this team's ex-MIT physicists actually understand that coherence times matter more than VC pitch decks.

Final thought: While traditional finance still tries to price quantum stocks using spreadsheets from the 1980s, the smart money's already positioning for a paradigm shift that could make the AI boom look like a mild uptick. Just don't expect your fund manager to understand it—they're still trying to figure out how to short the metaverse.

Image source: Getty Images.

IonQ business approach mirrors Nvidia's in many ways

The quantum computing world is filled with strong competition. There are pure plays (like IonQ) that have no backup businesses and are laser-focused on bringing quantum computing into the mainstream. Established big tech companies like,, and are also vying for quantum computing supremacy. These titans have massive cash flows from their operations to throw at developing this new technology, so it WOULD appear that IonQ is starting from a significant disadvantage. However, it does have a few things going for it.

Similar to how Nvidia has stayed neutral in the AI arms race, IonQ can also stay neutral because it isn't pushing clients to use its product in a particular way. Microsoft and Alphabet will likely only make their quantum computing capabilities available through their cloud computing offerings. That limits access, which could impede the spread of their quantum computing services. IonQ already makes its quantum computing capabilities available through both of these cloud services, as well asWeb Services (AWS). If a client prefers not to go through a cloud provider and keep its quantum computer on-premises, IonQ has a full-stack solution that can provide them with the quantum computing hardware, ancillary products, and software necessary to run its devices. This agnostic approach mirrors Nvidia's, and it's a wise path to go down.

Another way IonQ sets itself apart from the competition is the approach that it's taking. 

Qubits are quantum computing's fundamental units, and most of the giant tech players in the space are taking the same approach to creating them: superconducting. While this approach yields a fast computer, the resulting hardware is expensive because the qubits need to be kept at a temperature close to absolute zero. That's a technically complex and energy-hungry requirement. 

IonQ, by contrast, uses a trapped ion qubit approach, which is not quite as popular. While this approach doesn't yield as fast processing gate speeds, it has superior accuracy. And IonQ has made impressive progress so far on making that model scalable.

IonQ holds world records in 1-qubit and 2-qubit gate fidelity, demonstrating the accuracy of its product. Ensuring the accuracy of these systems is the key hurdle in the quantum computing world right now, so the fact that IonQ's system holds fidelity records is a big deal.

Additionally, IonQ's ability to scale its quantum computers' power rapidly by connecting multiple units echoes how Nvidia's graphics processing units (GPUs) can be connected in clusters to amplify their computing power.

IonQ has taken several pages out of Nvidia's playbook in terms of how it's developing its quantum computing products. But could its stock replicate Nvidia's stock performance?

Early-stage technologies are a gamble

It's impossible to know what IonQ's future will be. A decade ago, nobody would have predicted that AI would take off and that Nvidia GPUs would be the primary computing muscle supporting the technology. By 2035, IonQ forecasts there will be an $87 billion quantum computing market, but that's just one projection. The reality is that the market could be much smaller or larger than that. And there could be numerous big winners claiming slices of that pie, or a few, or just one.

IonQ could be a winner in quantum computing just as easily as it could be a loser. Given the degree of risk involved in the stock, investors should manage their position sizing. By not investing more than 1% of your portfolio in a company like IonQ, you can guarantee that even a complete loss won't affect your overall returns too much. But if IonQ can deliver returns like Nvidia has over the past decade, a 1% initial position could grow to become a far larger part of your portfolio.