Published Date : 24/08/2025
The next evolution of artificial intelligence technology is upon us, and it’s driven by a whole new kind of hardware. Artificial intelligence (AI) isn’t just here to stay; it’s changing practically everything. Now that the world has tasted what’s possible, it’s recognizing the potential for more powerful AI computers.
Enter quantum computing, which uses quantum bits (qubits) instead of conventional binary computer bits. This technology can rapidly tackle unusual computing tasks that would normally demand immense processing power and time. These strengths are particularly useful for the heavy number-crunching required by most AI systems.
While the hardware made by AI powerhouses like Nvidia is impressive, it’s ultimately limited by the physical attributes of silicon and binary data. Qubits, on the other hand, can exist in a near-infinite array of probability amplitudes between negative 1 and 1. By leveraging deep quantum mechanics, a quantum computer can handle calculations in minutes that would take a typical supercomputer years or centuries to complete.
The quantum computing industry is still relatively young, making it challenging to predict its future. However, one company is shaping up as a potential winner: Quantum Computing (QUBT). Despite its $2.4 billion market cap, which is modest compared to other quantum computing outfits like Rigetti Computing (RGTI) or IonQ (IONQ), Quantum Computing is far less commercialized. The company has only generated $61,000 in business last quarter and $373 million for all of last year, mostly from grants. It is still losing money and is closer to its developmental stage than its early commercialization phase.
However, these factors don’t necessarily deter investors. Many stocks have performed well based on nothing more than a product or premise, well before producing any actual profits. To hold these stocks, you need patience and some guts.
What sets Quantum Computing apart is its unique technology. Unlike most quantum computing companies, Quantum Computing uses light photons to create photonic qubits to hold and process digital data. This tech offers similar performance to traditional quantum computers and is grouped with the likes of IonQ and Rigetti. The critical difference is that Quantum Computing’s light-based platforms don’t need to be supercooled. Photonic qubits work fine at room temperature.
This nuance makes Quantum Computing’s products more affordable and cheaper to operate. For example, the company’s flagship Dirac-3 system costs about $300,000, including installation and warranty. In comparison, Rigetti’s quantum computers start at just under $1 million each. Even when renting access time, Quantum’s tech is markedly cheaper. An hour on a Dirac-3 costs between $1,000 and $2,000, while IBM charges between $72 and $96 per minute (or between $4,320 and $5,760 an hour).
The company is also working on miniaturizing its photonic tech to fit on a PCIe card, which could connect to a personal computer’s motherboard, turning a desktop into a powerful AI machine. While this goal might be years away, it’s a potential game changer.
Despite the widespread hype around AI, only about 10% of U.S. businesses are actually using it. Many are unsure how to apply it or are not convinced of its practical value. Similarly, the quantum computing market lacks people who understand what the tech can do, let alone use it. Photonic qubit systems like Quantum Computing’s are even newer and more obscure, and the potential user base isn’t ready yet.
However, history has shown that the world often isn’t ready for new technologies until their value becomes clear. Think of airplanes, on-demand streaming video, mRNA vaccines, cryptocurrency, space travel, robotic surgeries, and nuclear power. Once the value of these solutions was evident, the world made itself ready.
Quantum Computing is working with organizations like NASA, Los Alamos National Laboratory, Johns Hopkins University, the University of San Francisco’s Data Institute, and Artificial Brain, even without knowing the exact direction of its developmental efforts. For interested investors, this uncertain future isn’t necessarily a bad thing. Buying the stock now means getting in on the ground floor of what this cost-effective quantum computing tech might become.
This technology might offer an affordable route to quantum computing, helping bring the tech into the mainstream. While there’s no outright assurance, the technology works, and few companies are as far along in developing it as Quantum Computing. Industry research firm Global Market Insights predicts the quantum photonics market will grow at an average annualized rate of 33.5% through 2032.
However, you’d want to stick with this stock for at least that long for the risk to fully pay off. Investors who can stomach this risk might want to limit their exposure by limiting the size of their stake.
Q: What is quantum computing?
A: Quantum computing is a type of computing that uses quantum bits (qubits) instead of conventional binary bits. Qubits can exist in multiple states simultaneously, allowing quantum computers to solve complex problems much faster than traditional computers.
Q: What makes Quantum Computing's technology different?
A: Quantum Computing uses light photons to create photonic qubits, which can operate at room temperature, making their technology more affordable and practical compared to traditional quantum computers that require supercooling.
Q: Why is Quantum Computing a potential winner in the quantum computing industry?
A: Quantum Computing offers a more affordable and practical solution with its photonic qubits. The company is also working on miniaturizing its technology to fit on a PCIe card, which could revolutionize personal computing.
Q: What are the challenges facing quantum computing?
A: One of the main challenges is the lack of understanding and practical application of the technology. Many businesses are unsure how to use AI and quantum computing, and the user base for these technologies is still developing.
Q: What is the potential future of Quantum Computing?
A: Industry research predicts the quantum photonics market will grow at a significant rate. Quantum Computing is working with prestigious organizations and is poised to become a leader in affordable and practical quantum computing solutions.