2 Quantum Computing Stocks to Buy in Early 2026 - Yahoo Finance

2 Quantum Computing Stocks to Buy in Early 2026 Manali Pradhan, CFA, The Motley Fool January 24, 2026 4 min read NVDA +1.65% MSFT +1.11% Key Points Nvidia is building the systems that will allow quantum computers to link smoothly with classical supercomputer clusters. Microsoft is monetizing quantum computing through the cloud. Both companies combine reliable cash flows with long-term quantum computing-driven upside potential. 10 stocks we like better than Nvidia › Quantum computing is gradually evolving from a largely experimental technology toward commercialization. According to a forecast from the consultancy MarketsandMarkets, the global quantum computing market will expand from $3.5 billion in 2025 to $20.2 billion in 2030. Image source: Getty Images. However, betting on pure-play quantum companies with minimal revenues and heavy ongoing research and development (R&D) costs can be risky. A more balanced approach is to invest in diversified technology leaders that offer quantum computing exposure, but that can support their efforts in this new field with their profitable established businesses. These two stocks fit those criteria. 1. Nvidia Nvidia (NASDAQ: NVDA) is already a dominant force in the global artificial intelligence (AI) infrastructure market. The company is increasingly focused on selling rack-scale AI server systems that combine chips, networking hardware, and supporting software, for training and inferencing (real-time deployment) large AI models in data centers worldwide. The company also boasts exceptional demand visibility, with management indicating more than $500 billion in orders for its Blackwell processors and next-generation Rubin processors from the start of 2025 through the end of 2026. Hence, the company is well-positioned to continue generating massive cash flows, which should boost its share price. Nvidia also provides a bridge between classical supercomputers and quantum computers through its NVQLink technology. This enables the systems to offload key tasks such as calibration, control, and error mitigation to GPU-powered supercomputers with low latency and improved throughput. The resulting hybrid systems will provide the platforms that could take quantum computing mainstream. Building on this architecture, Nvidia, in collaboration with Quantum Machines, launched the DGX Quantum system, with an early access program introduced in March 2025. This program allows research laboratories and quantum hardware companies to deploy the system in real-world environments. At the software layer, Nvidia's CUDA-Q open-source platform enables developers to write programs that can run optimally across CPUs, GPUs, and quantum processors using a single programming framework. Story Continues View Comments Terms and Privacy Policy Privacy Dashboard