Prediction: Quantum AI Will Power the Next Wave of Supercomputing -- and This Stock Could Lead It

1 hour ago 1

Matt Frankel, CFP, The Motley Fool

Wed, May 27, 2026 astatine 5:57 AM CDT 4 min read

When the mean maturation capitalist hears the word "quantum computing," pure-play companies similar Rigetti Computing (NASDAQ: RGTI), cybersecurity players similar CrowdStrike (NASDAQ: CRWD), and chipmakers similar Advanced Micro Devices (NASDAQ: AMD) mightiness travel to mind. And to beryllium fair, each of those could beryllium large winners arsenic quantum computing heads toward mainstream viability.

On the different hand, immoderate of the champion quantum computing stocks could beryllium hiding successful plain sight, disguised arsenic bequest exertion companies. One successful peculiar is International Business Machines (NYSE: IBM), amended known arsenic IBM. The institution formed its quantum computing part a decennary agone and has been softly gathering a tech vantage successful the abstraction ever since.

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Servers successful  a information  center.

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IBM is softly becoming an aboriginal quantum person

IBM has done a large occupation implicit the past decennary oregon truthful of pivoting distant from bequest technologies and toward unreality computing and AI. And quantum computing could beryllium next.

As mentioned, IBM Quantum was launched successful 2016. IBM develops its ain quantum processors and is starring the complaint to lick the biggest roadblock to large-scale quantum computing: reliability. IBM's Heron processor focuses connected achieving the lowest imaginable mistake rates, alternatively than simply adding much qubits similar galore rivals do. I'd spell truthful acold arsenic to telephone IBM a pioneer erstwhile it comes to innovations that determination quantum computers person to real-world usefulness.

So far, IBM has achieved each milestone it acceptable retired to execute successful quantum computing, and has done truthful early. The institution aims to nutrient the first-ever large-scale, fault-tolerant quantum machine by 2030, and past to 10X its capabilities wrong the pursuing 3 years.

CEO Arvind Krishna is highly bullish connected the aboriginal of quantum computing, having said, "It's going to lick the kinds of problems AI could not do," and urging concern leaders crossed industries to commencement readying for quantum now. The institution has partnerships with astir 300 companies and authorities entities to make quantum applications and hardware, including AMD and Vanguard, among others.

In fact, IBM was precocious awarded a $1 cardinal national concern to assistance conception the archetypal purpose-built quantum spot foundry successful the United States. Not lone could this foundry beryllium utilized to nutrient IBM's proprietary hardware, but to proviso precocious quantum chips for the broader tech industry.

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