They say quantum computing will be a hundred billion dollar market by 2035. A big number. Numbers are just…numbers, though, aren’t they? Like the number of grains of sand on a beach. Or the number of lost souls looking for a good stock tip. Everyone’s scrambling for a piece of this future, which may or may not arrive. So it goes.
The big names, the ones you already know, are quietly poking around in the quantum realm. Not with trumpets, naturally. That would be undignified. They’re betting, as they always do. Here’s a look at Nvidia, Alphabet, and Amazon. They might win. They might not. The universe doesn’t particularly care.
1. Nvidia: Playing Both Sides
Nvidia isn’t the first name that comes to mind when you think “quantum.” It’s more known for making things go fast in the regular world, which is good enough for most of us. But quantum computers, when they actually work, need regular computers to babysit them. To clean up their messes. Nvidia is in the babysitting business. They’ve built a bridge, called CUDA-Q, between the quantum and the…well, the normal. About 75% of the quantum shops use it, which is a lot of shops for something that doesn’t really do much yet.
They’ve also thrown a lot of money at the problem – $1.8 billion, at last count. Betting on everything, really. Trapped ions, neutral atoms, photons…it’s like throwing darts at a board while blindfolded. But if AI takes off, and these quantum things ever get useful, Nvidia will be selling shovels. And shovels, my friends, are always a good investment.
2. Alphabet: Faster Than a Supercomputer (Sometimes)
Alphabet, formerly Google, is trying to look serious. They released an algorithm that did something 13,000 times faster than a regular supercomputer. Impressive, I suppose. But what did it do? That’s always the question, isn’t it? They’re building a processor called Willow, trying to fix the error problem. Quantum things are notoriously…fussy. They’ve got six milestones to hit, and they’re three of the way there. A long road. So it goes.
They also happen to own a big chunk of the cloud. About 14%. If this quantum stuff actually works, everyone will want to rent time on it. Alphabet will be there, waiting with the bill. Their CEO, Sundar Pichai, thinks quantum computing is where AI was five years ago. Which is to say, mostly hype. But maybe not.
3. Amazon: The Cloud and the Quantum Dream
Amazon has been lagging behind the S&P 500 lately. A reminder that even the biggest companies can have a bad year. But they own the cloud. 28% of it. And the cloud is where everything is going, eventually. They’re making money off quantum computing now, through a service called Braket. Renting out time on someone else’s quantum computers. A clever business model.
They’ve also invested in a company called IonQ, and they’re building their own processor, Ocelot. Trying to reduce errors, of course. Everyone is. They’re combining their hardware with their cloud services. A sensible move. If quantum computing takes off, Amazon will be well-positioned. They always are. But the universe is under no obligation to reward sensible behavior. So it goes.
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2026-03-11 20:42