By Simply Wall St
Publication Date: 2026-10-09 22:28:00
Nvidia just pledged US$1b for U.S. research in quantum computing, healthcare, and energy security, and that kind of long-horizon spending can reshape which companies sit closest to the flow of contracts, data center demand, and scientific workloads. If you care about where that money and attention might concentrate next, this is your moment. This article walks through three stocks exposed to that news and explains why they may merit closer attention.
The three stocks covered below are just a starting sample, and the full screen surfaced 16 more companies with equally compelling narratives that are not discussed in this article.
To identify those extra U.S. quantum computing and scientific research enablers and analyze which ones best fit your own thesis, head straight into the U.S. Quantum Computing & Scientific Research Enablers screener.
IonQ (IONQ)
IonQ is the closest thing this screener has to a pure infrastructure pick for quantum research, with its hardware and cloud access sitting directly in the path of the workloads Nvidia’s new funding is trying to accelerate. This is why its roadmap matters so much here.
IonQ develops and operates quantum computing systems that researchers and enterprises can access through the cloud, with all reported revenue, about US$246 million, coming from computer services, and the business currently valued by the market at roughly US$15.7b.
“The Oxford Ionics transaction supports the roadmap toward 256 physical qubits at 99.99%…
