IBM vs INTC
Side-by-side quantum stock comparison: market cap, share price, classification, and thesis.
Market cap, head to head
Stat-by-stat
| Metric | IBM | INTC |
|---|---|---|
| Type | Diversified | Diversified |
| Segment | Hardware + Software | Hardware |
| Exchange | NYSE | NASDAQ |
| Country | US | US |
| Market cap | $235.62B | $620.81B |
| Share price | $250.69 | $123.52 |
| Employees | 270,300 | 85,100 |
| Sector | Technology | Technology |
| Industry | Information Technology Services | Semiconductors |
Quantum thesis
IBM runs the most mature commercial quantum program of any public company. IBM Quantum operates a fleet of superconducting processors over the cloud, publishes a detailed hardware roadmap, and ships Qiskit, the most widely used open-source quantum software stack. Quantum is a tiny share of IBM revenue, but no other diversified bet has more direct quantum exposure or a longer track record.
Full IBM page →Quantum thesis
Intel is pursuing silicon spin qubits, an approach that would let it manufacture quantum processors using existing CMOS fabrication infrastructure. Progress has been steady but quiet compared to IBM and Google. Quantum is immaterial to Intel earnings and the stock primarily trades on its core foundry and PC-CPU narrative.
Full INTC page →