IBM vs NVDA
Side-by-side quantum stock comparison: market cap, share price, classification, and thesis.
Market cap, head to head
Stat-by-stat
| Metric | IBM | NVDA |
|---|---|---|
| Type | Diversified | Diversified |
| Segment | Hardware + Software | Software |
| Exchange | NYSE | NASDAQ |
| Country | US | US |
| Market cap | $235.62B | $5.20T |
| Share price | $250.69 | $214.86 |
| Employees | 270,300 | 36,000 |
| 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
NVIDIA does not build quantum computers but supplies the GPU-based simulation and hybrid-classical infrastructure used by nearly every serious quantum hardware team. CUDA-Q is its platform for hybrid quantum-classical workloads and increasingly co-located GPU+QPU systems. Treat NVDA as a picks-and-shovels exposure rather than a direct quantum bet.
Full NVDA page →