The author argues quantum computing could become a major growth market once two hurdles are cleared: building systems at scale and making them reliably accurate. The article names IonQ as the current pure-play leader, citing its world record on one accuracy measure and a planned 256-qubit system next year. Nvidia is presented as a supporting player rather than a direct rival, offering NVQLink, CUDA-Q and the Ising error-correction model. McKinsey estimates the quantum industry could generate up to $72 billion in annual revenue by 2035, versus $4 billion in 2024, while Nvidia's latest quarter revenue reached $96.2 billion, up 106% year over year.
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