{"id":69667,"date":"2025-09-17T13:48:10","date_gmt":"2025-09-17T13:48:10","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/69667\/"},"modified":"2025-09-17T13:48:10","modified_gmt":"2025-09-17T13:48:10","slug":"quantum-computing-is-the-missing-piece-for-ai-and-these-stocks-could-benefit-most","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/69667\/","title":{"rendered":"Quantum Computing Is the Missing Piece for AI, and These Stocks Could Benefit Most"},"content":{"rendered":"\n

Organizations and governments around the world are rushing to adopt artificial intelligence (AI)<\/a>. Yet downsides exist. AI requires massive computing capabilities and the accompanying energy to run those computers.<\/p>\n

The current situation isn’t sustainable over the long run. Google parent Alphabet<\/strong> is already sucking up so much power for its AI systems, it signed agreements with utility companies to cut electricity use during peak demand periods.<\/p>\n

The solution to AI’s needs could be quantum computing<\/a>. This tech promises computational power that surpasses any classical computer on the planet, while consuming far less energy.<\/p>\n

Several companies are working to apply quantum computers to AI, making them attractive stock investments. Three that could reap the greatest benefit from this are IBM<\/strong> (NYSE: IBM), Nvidia<\/strong> (NASDAQ: NVDA), and pure-play quantum company IonQ<\/strong> (NYSE: IONQ).<\/p>\n

\"A Image source: Getty Images. <\/p>\n

IBM has been working on AI and quantum computing for years. In fact, Big Blue was the first to put a quantum computer in the cloud back in 2016. It owns Qiskit, the most widely used quantum software in the world, according to the company.<\/p>\n

It also provided AI and the first quantum computer dedicated to healthcare research to the Cleveland Clinic in 2023. This collaboration showcases the synergy between quantum computing and AI.<\/p>\n

IBM specializes in superconducting quantum computers, which benefit from using existing semiconductor chip processes. This makes the tech more scalable than other approaches, although it requires special cryogenic equipment.<\/p>\n

But a key reason to consider IBM stock is because the company expects quantum advantage to arrive by the end of 2026. Quantum advantage marks the point when a quantum device surpasses classical computers in efficiently solving practical, real-world problems.<\/p>\n

It’s a significant step forward in the computing industry’s transition to quantum machines. Until quantum advantage becomes a reality, classical computers remain a more efficient means of running AI systems.<\/p>\n

IBM is also financially sound. In 2025, it expects more than $13.5 billion in free cash flow (FCF), up from 2024’s $12.7 billion. FCF measures IBM’s ability to pay its dividend while continuing to invest in cutting-edge technologies such as AI and quantum computers.<\/p>\n

Nvidia may be a market leader in AI semiconductor chips, but it’s already looking toward the future with quantum computing. The company has a number of irons in the fire.<\/p>\n

It developed a software platform, CUDA-Q, to help quantum computer users perform actions such as running simulations on quantum machines. The software builds on the successful CUDA program, which contributed to Nvidia becoming an AI powerhouse.<\/p>\n

The company is also assembling a quantum research center to find solutions to quantum computing’s shortcomings, such as addressing calculation errors. The center aims to bring together experts in the industry, including scientists at MIT.<\/p>\n

But unlike IBM, Nvidia isn’t constructing the quantum computer itself. It’s bringing AI and accelerated computing tools to the quantum computing sector.<\/p>\n

By taking this approach, Nvidia doesn’t carry the high cost of manufacturing quantum computers. This is the same strategy it used to achieve AI success.<\/p>\n

In addition, Nvidia is investing in businesses building quantum computers. It recently poured money into Quantinuum, a direct competitor of IonQ, since both employ atomic particles, called ions, to run their quantum machines. This bolsters Nvidia’s quantum partnerships and expands the reach of its products.<\/p>\n

Nvidia’s enormous FCF gives it the deep pockets to invest in both AI and quantum computing. Through the first half of its 2026 fiscal year, ended July 27, the company produced $39.6 billion in FCF.<\/p>\n

IonQ has lofty aspirations for its quantum tech. The company’s CEO, Niccolo de Masi, declared the ambitious goal of becoming the Nvidia of quantum computing.<\/p>\n

IonQ has assembled an impressive array of quantum computing technology, starting with its own ion-based research, which allows its quantum computers to operate at room temperature, unlike IBM’s tech.<\/p>\n

IonQ accelerated its technological advancements through several acquisitions. Also, in a laboratory setting this year, it made strides marrying quantum machines with artificial intelligence to evolve AI models beyond the limits of classical computers.<\/p>\n

Despite the technological advances, IonQ is not profitable. The company produced sales of $20.7 million in the second quarter, an increase over the prior year’s $11.4 million, but its operating loss widened to $160.6 million from 2024’s $48.9 million as costs associated with its acquisitions caused operating expenses to skyrocket.<\/p>\n

Even so, IonQ is well funded. After an equity offering in July, the company had cash, cash equivalents, and investments of $1.6 billion on a pro forma basis.<\/p>\n

IonQ’s ion-based quantum computer, IBM’s superconducting technology, and Nvidia’s complementary offerings represent a comprehensive selection of stocks at the intersection of quantum computing and AI. All three are advancing more powerful, energy-efficient AI systems, and the implications of that could be revolutionary.<\/p>\n

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Robert Izquierdo<\/a> has positions in Alphabet, International Business Machines, IonQ, and Nvidia. The Motley Fool has positions in and recommends Alphabet, International Business Machines, and Nvidia. The Motley Fool has a disclosure policy<\/a>.<\/p>\n

Quantum Computing Is the Missing Piece for AI, and These Stocks Could Benefit Most<\/a> was originally published by The Motley Fool<\/p>\n","protected":false},"excerpt":{"rendered":"Organizations and governments around the world are rushing to adopt artificial intelligence (AI). Yet downsides exist. AI requires…\n","protected":false},"author":2,"featured_media":69668,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[262],"tags":[48339,314,18,19,17,292,751,82],"class_list":{"0":"post-69667","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-computing","8":"tag-classical-computers","9":"tag-computing","10":"tag-eire","11":"tag-ie","12":"tag-ireland","13":"tag-nvidia","14":"tag-quantum-computing","15":"tag-technology"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/69667","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=69667"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/69667\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/69668"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=69667"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=69667"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=69667"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}