By Leo Sun
Publication Date: 2026-05-03 13:05:00
The artificial intelligence (AI) and quantum computing markets have both grown rapidly in recent years. AI companies are reshaping the world by optimizing, accelerating, and automating various tasks, and they’re changing how people create and consume content. Quantum computers, which can process certain computing tasks much faster than classical computers, are expanding beyond niche research projects toward more commercial applications.
Nvidia (NVDA 0.48%) and Infleqtion (INFQ +4.37%) represent two ways to invest in these expanding markets. Nvidia is the world’s largest producer of data center GPUs, which top AI companies use to train their large language models (LLMs) and AI algorithms. Over the past 12 months, Nvidia’s stock has risen nearly 80% as its GPU sales soared.
Image source: Getty Images.
Infleqtion is an emerging producer of quantum-enabled sensors and precision timers, and it’s building its own quantum computing systems. It went public through a merger with a special purpose acquisition company (SPAC) this February, but its stock has declined 16% since its market debut. Let’s see why the AI leader outperformed the quantum upstart — and if the former will remain the better growth play for the foreseeable future.
Why did Nvidia’s stock rally?
From fiscal 2016 to fiscal 2026 (which ended this January), Nvidia’s revenue and net income grew at CAGRs of 45% and 69%, respectively. Most of that growth spurt was driven by new generative AI applications, which…
