Prediction: Quantum Computing Is 2026's Most Underrated Tech Trend - The Motley Fool

FREE ARTICLEExplore Premium Services Prediction: Quantum Computing Is 2026's Most Underrated Tech Trend The Department of Commerce's $2 billion investment raises green flags for the sector. By Leo Sun – May 23, 2026 at 1:29PM EST Follow us Share Summarize with AI KEY POINTS The U.S. plans to invest $2 billion in nine quantum computing companies. That spending could drive more retail and institutional investors to the niche market. Quantum computing is often considered a speculative field, since those systems are still primarily used for niche government and research projects rather than mainstream computing applications. Quantum systems are much more powerful than classical computers, but they're also bigger, pricier, consume more power, and make more mistakes. But from 2025 to 2030, Grand View Research expects the global quantum computing market to expand at a 20.5% CAGR as smaller, more scalable, and more accurate systems hit the market. They could also be deployed for a broader range of purposes, including processing AI tasks, streamlining supply chains, developing new drugs, and strengthening cybersecurity services. Image source: Getty Images. That's why it wasn't surprising when the U.S. government recently ramped up its investments in the quantum computing market, sending many of those stocks soaring. On May 21, the U.S. Department of Commerce said it had signed nine letters of intent to provide $2.01 billion in federal incentives under the CHIPS and Science Act to support a portfolio of quantum computing companies. Let's see which companies will profit from those fresh government investments, and why they imply the growth of the quantum computing market is still an underrated tech trend right now. Which nine companies will benefit from those investments? The Department of Commerce has earmarked $1 billion for IBM ( IBM +0.34% ) and $375 million for GlobalFoundries ( GS +0.87% ) to build new domestic quantum computing foundries. Collapse NYSE: IBM International Business Machines Today's Change (0.34%) $0.85 Current Price $253.82 YTD 1W 1M 3M 6M 1Y 5Y PRICE VS S&P KEY DATA POINTS Market Cap $239B Day's Range $253.45 - $264.35 52wk Range $212.34 - $324.90 Volume 821.8K Avg Vol 6.8M Gross Margin 57.80% Dividend Yield 2.65% Those investments could breathe fresh life into both companies. IBM is expanding its hybrid cloud and AI businesses to offset the slower growth of its older software and hardware businesses, and the expansion of its quantum computing business -- which has already deployed over 85 quantum systems -- complements that diversification. GlobalFoundries, one of the world's biggest foundries, gave up on keeping pace with TSMC and Samsung in the process race in 2018, but the creation of a quantum foundry could diversify its business away from its more mature mobile, auto, aerospace, and data center markets. The Department of Commerce will also set aside up to $100 million per company for Atom Computing, D-Wave, Infleqtion, PsiQuantum, Quantinuum, and Rigetti. It will invest up to $38 million in Diraq. By spreading its bets across these companies -- many of which compete against each other with different types of quantum processing technology -- the U.S. likely hopes one of these speculative players will rise to the top and drive the quantum market to expand out of its niche. The quantum computing market remains speculative, but the Department of Commerce's investments in these nine companies could attract more retail and institutional investors. Therefore, it might be smart to nibble on some of these stocks before the bulls rush in. Read Next May 23, 2026 By Micah Zimmerman The AI Stock Retirees Are Adding to Their Portfolios -- and Growth Investors Should, Too May 22, 2026 By Eric Volkman Why IBM Stock Was Rocking it This Week May 21, 2026 By Billy Duberstein Why IBM Rallied Today May 16, 2026 By Jeremy Bowman Dow Jones Industrial Average May 10, 2026 By Anders Bylund Best Quantum Computing Stocks to Buy in 2026 and How to Invest in Them May 4, 2026 By Leo Sun The Best Quantum Computing Stocks to Buy in 2026 ABOUT THE AUTHOR Leo Sun is a contributing Motley Fool stock market analyst who has worked with the company since 2013, covering technology, consumer goods, industrial, and financial sectors. He became a self-made millionaire by age 40 through long-term investing, crediting lessons from Warren Buffett and Peter Lynch. Leo is a regular guest on CNBC Asia providing stock analysis on Chinese technology companies, including Tencent, Baidu, and Alibaba. He previously wrote for InvestorGuide and holds a bachelor’s degree in English from the University of Texas at Austin. TMFSunLion @TMFSunLion Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Goldman Sachs Group, International Business Machines, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. STOCKS MENTIONED International Business Machines NYSE: IBM $253.82 (+0.34%) +$0.85 Goldman Sachs Group NYSE: GS $996.73 (+0.87%) +$8.56 Taiwan Semiconductor Manufacturing NYSE: TSM $404.33 (-0.69%) -$2.82 RG Rigetti Computing NASDAQ: RGTI $26.42 (+19.87%) +$4.38 QB D-Wave Quantum NYSE: QBTS $29.40 (+14.22%) +$3.66 IN Infleqtion NYSE: INFQ $16.35 (+11.22%) +$1.65 *Average returns of all recommendations since inception. Cost basis and return based on previous market day close. 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