The U.S. Government Just Invested in These 3 Quantum Computing Stocks. Should Retail Investors Follow Suit?

1 week ago 26

Geoffrey Seiler, The Motley Fool

Wed, May 27, 2026 astatine 2:23 PM CDT 5 min read

As portion of its $2 cardinal infusion into the quantum computing sector, the U.S. authorities is taking equity stakes successful 3 publically traded pure-play quantum computing companies: D-Wave Quantum (NYSE: QBTS), Rigetti Computing (NASDAQ: RGTI), and Infleqtion (NYSE: INFQ). Each volition person up to a $100 cardinal investment.

Their stocks skyrocketed connected the news, but should retail investors travel Washington's pb and bargain in?

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1. D-Wave Quantum

D-Wave Quantum is targeting the quantum computing marketplace successful 2 chiseled yet intertwined ways. The institution is simply a person successful quantum annealing, a narrow-purpose exertion that tin beryllium utilized to find answers that are the champion oregon adjacent to the champion ones for circumstantial types of analyzable problems. While determination is simply a wide array of computing tasks that it's not suitable for, quantum annealing excels astatine optimization problems, and these travel up often successful industries similar logistics, finance, and defense. This specialized exertion is further on successful the commercialization process; D-Wave is already selling its Advantage II systems to commercialized customers.

Meanwhile, the institution is looking to instrumentality what it learned from processing its annealing exertion and use it to make a much accepted gate-based quantum computer. It volition usage fluxonium qubits, a benignant of superconducting qubit that is akin to those it uses for its annealing technology. And done its acquisition of Quantum Circuits successful January, it has added a dual-rail gate-model processor that has built-in mistake detection. It thinks this tin assistance it make a strategy with the fidelity (accuracy) of the trapped-ion exertion utilized by IonQ, but with the velocity of superconducting qubits. D-Wave aims to usage the government's concern to velocity up its improvement of a 100,000-qubit annealing strategy and a 10,000-qubit gate-model system.

2. Rigetti Computing

Rigetti Computing has developed 1 of the fastest quantum systems, estimated to beryllium 1,000 times faster than trapped-ion technology. However, the company's systems person struggled with accuracy, and it hasn't yet precocious to Stage B of the Quantum Benchmarking Initiative (QBI) of the U.S. Defense Advanced Research Projects Agency (DARPA), a Pentagon-funded programme to place and enactment the champion quantum computing technologies.

Earlier this year, the institution besides had to hold its caller 108-qubit Cepheus-1-108Q strategy to amended its mistake rate. While it did yet marque it available, its 99.1% two-gate fidelity fell abbreviated of its 99.5% median 2-qubit gross fidelity it was looking to attain.

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