By Micah Zimmerman
Publication Date: 2026-08-09 09:05:00
If you want quantum computing exposure without betting the farm on a pre‑profit science project, I think a case is building that Microsoft (MSFT +0.03%) is the more interesting option right now.
Microsoft is a $3 trillion AI stock whose own quantum roadmap has matured quietly in the background, and with sentiment cooled after a year of worry about AI spending, you’re getting that quantum upside at what looks like a multiyear valuation low instead of peak euphoria.
Image source: Getty Images.
Microsoft is already a quantum platform
Microsoft doesn’t market itself as a quantum stock, but its Azure Quantum materials read like a company that has spent years building a full stack.
Azure Quantum is a cloud service where developers can run quantum programs today on hardware from partners such as IonQ (IONQ +11.86%), Rigetti (RGTI +8.53%), Quantinuum (QNT -0.29%), and Pasqal, or on advanced simulators, using the same Azure environment they use for AI and high-performance computing….
