Top Quantum Computing Shares to Invest in Immediately
In the rapidly evolving world of technology, three giants – IBM, Microsoft, and Nvidia – are making significant strides in the transformative field of quantum computing.
IBM, a pioneer in the industry since the 1980s, has established itself as a major enterprise AI player and is now making inroads in the quantum computing space. The company's commitment to quantum computing is evident in its cash-generating and profitable core business, with free-cash-flow guidance of over $13.5 billion for 2025. IBM has also earned cumulative revenue of around $1 billion from quantum computing initiatives since the launch of the quantum business in 2017.
One of IBM's key offerings is the IBM Cloud, which provides quantum computing capabilities, and its quantum software stack called Qiskit, the most popular software platform for quantum programming. The company has also deployed its Quantum System Two in Japan, a significant milestone in its quantum strategy.
Nvidia, a semiconductor giant and the undisputed leader in accelerated computing, is another major player. The company's strong profitability is evident in its $60.8 billion in free cash flow in fiscal 2025 and a revenue surge of 69% year over year to $44.1 billion in the first quarter of fiscal 2026, marking the largest year-over-year increase in free cash flow in that year. Nvidia has launched the Nvidia DGX Quantum, the first GPU-accelerated quantum computing system globally. Powered by Nvidia's advanced Grace Hopper Superchip (CPU+GPU) and open-source CUDA Quantum programming model, the system aims to provide essential software and hardware infrastructure that quantum developers require today.
Nvidia has formed partnerships with several quantum computing companies, including IQM Quantum Computers, Pasqal, Honeywell subsidiary Quantinuum, Quantum Brilliance, and Xanadu.
Microsoft, at the forefront of the emerging quantum computing technology, has made recent breakthroughs, such as creating 24 advanced quantum bits with partner Atom Computing. The tech giant's Azure Quantum service offers customers cloud-based quantum compute capabilities and provides access to quantum hardware, software, and services from various third-party providers. Microsoft's Azure cloud computing business generated more than $75 billion in revenue in fiscal 2025, up 34% year over year.
Despite the current limited monetization opportunities in quantum computing, these companies' investments in the technology are seen as good opportunities for companies already generating revenue and profits. With Microsoft and Atom Computing planning to ship commercial quantum computers in 2025, featuring over 1,000 physical qubits, the future of quantum computing looks promising.
IBM, Nvidia, and Microsoft's investments in quantum computing not only reflect their commitment to technological innovation but also offer potential for significant advancements across various industries. As quantum computing becomes more accessible, it could reshape computational capabilities, opening up new possibilities for problem-solving, research, and development.
Investors and tech enthusiasts alike are watching these developments closely, as the potential for quantum computing to revolutionise the tech industry continues to grow.
