The quantum computing gold rush is here — and the real winners might not be the ones digging for quantum chips, but those selling the tools. Nvidia, Microsoft, and Alphabet are quietly positioning themselves as the “shovel sellers,” offering software, cloud access, and hardware that power the quantum future. Nvidia’s CUDA-Q and NVQLink bridge quantum processors to its GPUs, while Microsoft’s Azure Quantum acts as a hardware marketplace and bets on its own Majorana 2 chip. Alphabet leverages Google Cloud to sell access to its cutting-edge Willow processor. Microsoft’s dual strategy — infrastructure + hardware — makes it the safest, most scalable play, poised to profit whether quantum supremacy comes from one vendor or many.
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