In a recent poll conducted by Africa Logistics, IBM emerged as the clear leader in the race to dominate quantum computing by 2025, with 59% of respondents believing the tech giant will outperform other companies in this rapidly evolving sector.
The poll, which surveyed 140 respondents, offered a fascinating snapshot of market sentiment regarding quantum computing stocks, revealing a clear preference for established players like IBM, while also pointing to an undercurrent of interest in lesser-known companies that could disrupt the space.
In this report, we analyze the results and dive into the key factors driving the market’s outlook on the future of quantum computing.
Poll Results Breakdown
The poll asked participants to choose the company they believe would perform best in the quantum computing space by 2025, with the following options:
- NVIDIA
- IBM
- Alphabet (Google)
- rgti (A lesser-known player in the quantum computing space)
- Quantum Computing (General sector focus)
- Other
Key Findings:
- 59% – IBM
- 11% – A lesser-known player will surprise us
- 7% – rgti
- 6% – Alphabet (Google)
- 4% – Quantum Computing sector
- 4% – Unsure but excited about the potential
Analysis of the Findings
1. IBM Dominates with 59%
The overwhelming 59% support for IBM points to the company’s strong position and reputation in the quantum computing market. IBM has been a leader in quantum computing research and development for years, with initiatives such as:
- IBM Quantum Experience: A cloud-based quantum computing platform, enabling researchers, businesses, and developers to access quantum computers.
- Quantum Hardware Development: IBM has invested heavily in quantum hardware development, including the development of superconducting qubits.
- Industry Partnerships: IBM has forged partnerships with various industries, including logistics, healthcare, and automotive, to integrate quantum computing solutions.
For many respondents, IBM’s long history of technological leadership, coupled with its focus on quantum computing, likely reassured them of the company’s ability to maintain its lead in the field. IBM’s continued commitment to quantum computing as part of its broader research and development strategy strengthens its position as a market leader.
Also Read: Top 3 quantum computing stocks to watch in 2025
2. Lesser-Known Player at 11%
The 11% of respondents who believe a lesser-known player will surprise the market reflects an undercurrent of excitement and curiosity about emerging companies in the quantum computing space. While IBM, Google, and others dominate headlines, startups and smaller players may be developing breakthrough technologies that could disrupt the market.
For example, companies focused on quantum software or specialized hardware could find niche markets where they can lead. Additionally, the growing interest in quantum cloud services and quantum machine learning opens up opportunities for companies that can offer tailored, innovative solutions.
The fact that 11% of respondents foresee a surprise success suggests that the quantum computing landscape is viewed as dynamic and full of untapped potential.
3. Google (Alphabet) at 6%
Despite its high-profile claim of quantum supremacy in 2019, Google received only 6% of the votes. This relatively low percentage could be due to several factors:
- Progress Delays: While Google made headlines in 2019 with its quantum supremacy announcement, it is possible that respondents perceive Google’s progress as slower compared to companies like IBM, who have consistently delivered tangible results.
- Public Perception: Some may view Alphabet’s quantum computing efforts as still in the research phase, with practical, large-scale applications remaining a few years away.
However, it’s important to note that Google has continued to make significant advancements through its Quantum AI division, focusing on both quantum hardware and software. With its strong R&D resources, Google could still become a dominant player in the quantum computing sector, despite the current modest outlook in the poll.
4. rgti at 7%
The lesser-known player rgti received 7% of the vote, a relatively small but notable share. The rise of such companies suggests growing interest in startups and innovators that may be bringing novel approaches to quantum computing.
While it’s unclear whether rgti is a startup or an emerging player in the field, the vote share reflects the ongoing search for disruptive technology that could emerge outside the established tech giants. The 7% response highlights that many respondents are keeping an eye on niche companies that could make a mark in the quantum space.
5. General Sector Focus (Quantum Computing at 4%)
The 4% vote for the Quantum Computing sector indicates that some respondents view quantum computing as a collective industry, rather than attributing success to a single company.
This suggests that individuals believe the development of quantum computing will be driven by multiple players and open-source collaborations, rather than the dominance of one entity.
This aligns with the idea that the quantum computing revolution is still in its early stages, and industry-wide collaboration could be crucial for achieving practical applications.
6. Unsure but Excited (4%)
The 4% of respondents who are unsure but excited about the potential of quantum computing reflect the general enthusiasm surrounding the sector.
While some may not have a strong preference for a specific company, they recognize the transformative potential of quantum computing. This group could grow as more advancements are made and as companies continue to roll out new products and services in the field.
Conclusions and Insights
- IBM’s Strong Position: IBM remains a dominant force in quantum computing, with its consistent focus on both hardware and software, making it a favorite among poll participants. Its leadership in cloud-based quantum computing services further solidifies its position as a market leader.
- Interest in Emerging Players: The 11% supporting lesser-known players like rgti suggests that the quantum computing field is still open to disruption. As more startups and new entrants bring innovative solutions to the market, the sector could see exciting breakthroughs that challenge the current giants.
- A Shift Toward Innovation: While companies like Google, with its quantum supremacy claim, hold promise, respondents may feel that their progress is more uncertain compared to IBM’s tangible advances. The relatively low support for Google (6%) could reflect this cautious view.
- Excitement for the Quantum Future: The 4% of respondents excited about the potential of quantum computing indicate that, regardless of specific company predictions, there is widespread enthusiasm for what quantum computing will enable. Many people are looking beyond today’s leaders to the broader impact of the technology.
Looking Ahead
As we approach 2025, the quantum computing landscape is poised for rapid change. It will be interesting to see whether IBM maintains its lead or if new players, such as rgti, can emerge as serious contenders.
Regardless of which company comes out on top, one thing is certain: the quantum revolution will reshape industries globally, with significant implications for logistics, supply chain management, and beyond.
Stay tuned to AfricaLogistics.com for ongoing updates on this exciting technological frontier.
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