IonQ, Alphabet, Nvidia Emerge as Top Quantum Bets for a $72 Billion 2035 Market

6 articles · Updated · IndexBox, Inc. · May 21

McKinsey projects quantum computing could generate as much as $72 billion in annual revenue by 2035, framing IonQ, Alphabet and Nvidia as key stocks to watch in 2026.
IonQ stands out on hardware performance: it says its systems have reached 99.99% accuracy, above the 99.9% level many rivals struggle to hit, and it is building a 256-qubit machine on that platform.
Alphabet offers a lower-risk route because it can fund quantum research internally and, through Google Cloud, already has infrastructure to sell quantum computing services if the technology becomes commercially viable.
Nvidia's case rests on a hybrid future in which quantum systems still rely on classical computing, potentially extending demand for the GPUs that already dominate existing AI and data-center workloads.

With quantum hype fading, which company’s strategy offers the best defense against a potential 'quantum winter'?

Beyond the qubit race, which company is best positioned to solve the critical error correction problem first?