Better Quantum Computing Stock: Nvidia vs. IonQ | The Motley Fool

Better Quantum Computing Stock: Nvidia vs. IonQ | The Motley Fool

By Will Healy
Publication Date: 2026-09-25 12:34:00

On Wednesday, Nvidia (NVDA -0.41%) revealed that it has chosen IonQ‘s (IONQ +5.74%) Superion 256 system as the first quantum computer to be installed at the Nvidia Accelerated Quantum Research Center. IonQ is a pure-play quantum computing start-up, so this deal lends its systems legitimacy while helping Nvidia expand its footprint in the quantum computing space.

In light of this news, investors may wonder which of these two is the better quantum computing stock to invest in. The choice may come down to your personal investing tolerances. Here’s why.

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The case for Nvidia

It is hard to argue against owning Nvidia stock. As most investors know, the GPU maker dominates the rapidly growing AI accelerator industry, and its data center chips have almost single-handedly transformed it into a tech behemoth.

The company now holds about $99 billion in liquidity. With that, it has begun to leverage its AI accelerator success into other product lines, and quantum computing is one of those areas.

At the research center, IonQ’s Superion 256 will be connected to a cluster of Nvidia-powered servers using the NVQLink platform. IonQ’s hardware will handle the quantum-specific tasks, while other processing-heavy workloads will be assigned to Nvidia’s GB200 GPUs, with the whole system managed by Nvidia’s CUDA-Q software.

Although it’s still a stretch to refer to Nvidia as a “quantum computing company,” the agreement with IonQ probably goes a long way toward…