Quantum Is America’s Next AI Battle, $IONQ, $IBM & $NVDA Lead the Race
President Trump knows US is 90% behind China in quantum technology.
China already invested $30B in quantum. The US just $2B.
So now he is catching by buying:
1) $IBM(IBM)$ → $1B
2) $GLOBALFOUNDRIES Inc.(GFS)$ → $375M
3) $D-Wave Quantum Inc.(QBTS)$ → $100M
4) $Rigetti Computing(RGTI)$ → $100M
5) $Infleqtion(INFQ)$ → $100M
My favorite 3 plays are:
The pure-play quantum hardware leader. They build trapped-ion quantum computers, the most accurate architecture in existence. Their systems are already live on $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$
When quantum goes mainstream, IONQ is the picks-and-shovels play everyone wishes they bought early.
2. $IBM(IBM)$
The quiet giant that's been building quantum for 30 years. They have the largest fleet of operational quantum computers on the planet via IBM Quantum Network.
Their Heron processor roadmap targets 100,000+ qubit systems by 2033. This isn't a bet on the future IBM quantum is already running real enterprise workloads today.
It isn't just AI, it's the bridge between classical and quantum computing. Their CUDA-Q platform lets developers build hybrid quantum-classical algorithms at scale.
Every quantum lab in the world still runs on Nvidia GPUs to simulate and train quantum circuits. Whoever wins quantum will need Nvidia's infrastructure to get there.
Remember, $Intel(INTC)$ spiked from $20 to $130 in 1 year last time he told us what to buy.
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