Quantum calculation can be another great step to calculation power. Currently graphics processing facilities (GPU) such as those made NvidiaThere are the most powerful calculation units that are not for one task. Although these devices are certainly not expected to be outdated, they can be complemented by quantum calculations, and the future seems to be increasing.
Technical giant Microsoft (Nasdaq: MSFT) He had some positive things to say about quantum calculation, and this could be done by the industrial stock of more attractive investors. But is the right time to buy quantum calculation campaigns now?
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During Microsoft’s fourth quarter 2025 (End of June 30) Call, CEO Satya Nadella had to say this about Quantum Computing:
Another big accelerator in the cloud will be quantum, and I am delighted with our progress. In fact, earlier this month we announced the world’s first level 2 Quantum Implementation, in collaboration with Atom Computing.
This quote tells investors a few things. First, Cloud Computing is a big Microsoft thing. The essence of the cloud computing industry is essentially one company that creates the calculation power and rents it to customers who need more calculation power.
This has two main cases of use: first when a company does not want to handle data storage on its servers or wants to run workloads in the cloud rather than at home. Business companies are starting to move into the clouds, and companies like Microsoft and its Azure Cloud Computing product stand are useful.
The second major case of cloud use is for heavy workloads such as artificial intelligence (AI) model training. Many companies use Azure to carry out a workload because they do not have the funds to justify their supercomputer creation. It was a huge Azure growth engine in recent quarters and is one of the main reasons why Azure’s growth rate was 39%in the last quarter.
The second element that this quote tells is that Microsoft is approaching the useful quantum calculation. Microsoft says his 2 -level computer will contain logical QUBIT resistant. This stage will be focused on removing background noise and delivery of a product that can give reliable results. When he finishes his level 2 activity, it will move to level 3, which includes a scale of reaching and creating quantum supercomputers.
When the final stage is completed, it could enter a brand new weapon race, and if Microsoft first offers this calculation power to its customers, it could give a huge start of the race.
Can investors expect any growth?
We have been seeing quantum supercomputers in the market a few years later. Many companies refer to 2030. As the main date of quantum calculation, investors should not expect to use high use by that day.
After that, there are many ratings on what the quantum calculation market will look like. Calculation rejects Specify the forecast stating that the annual quantum calculation value will be between $ 15 and $ 30 billion a year from 2030.
Given that Microsoft’s intellectual cloud compartment has earned nearly $ 30 billion in a quarter, Quantum Computing is unlikely to be a huge Microsoft growth engine. Microsoft’s revenue has been $ 76.4 billion in a quarter, so if Microsoft is dominated by a quantum calculation market and the Rigetti market prognosis is fulfilled, quantum calculation will not be a mass growth engine.
The only real explosive growth of the quantum calculation area is that if it turns out that one of the pure plays (such as Rigetti Computing) is the winner. If a giant like Microsoft is rising up, it will be just another business unit adding more revenue from a technology giant.
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Keithen Drury occupies positions in Nvidia. The Motley fool is a position and recommends Microsoft and Nvidia. The Motley fool recommends the following options: 2026. January 395 USD calls Microsoft and briefly 2026. January $ 405 Microsoft calls. The Motley fool has a disclosure policy.
You will never believe what Microsoft CEO Satya Nadella said about Quantum Computing initially published The Motley Fool
