IonQ stands out for real cloud distribution and credible hardware progress.
Rigetti Computing is a riskier bet but could explode if execution clicks.
Quantum computing is still early, messy, and wildly speculative, which is exactly why the upside for patient, risk‑tolerant investors is so intriguing.
If this technology can cross the chasm from lab curiosity to everyday infrastructure over the next 10–20 years, today's niche players could look like buying early cloud or GPU leaders before the world catches on.
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Here are two quantum names with very different approaches that could, in a bullish scenario, move the needle on lifetime wealth and eventually produce some millionaire investors.
Image source: Getty Images.
IonQ (NYSE: IONQ) remains the poster child for pure‑play, gate‑based quantum hardware. This month, the company reiterated that its systems are already accessible via major public clouds and are being used by customers in pharmaceuticals, materials, finance, logistics, cybersecurity, and government work.
What makes IonQ interesting from a millionaire‑maker perspective is the combination of three things:
In other words, IonQ looks like a potential millionaire maker because it has a real technical edge, major cloud distribution, and early partnerships, proving it's moving beyond lab demos into real-world use.
Where IonQ leans into trapped ions, Rigetti (NASDAQ: RGTI) is the scrappy superconducting challenger aiming to sell both cloud access and physical systems. In January, the company updated investors on its 108‑qubit Cepheus‑1‑108Q system, confirming that broader access is expected around the end of Q1 2026.
That machine is central to Rigetti's modular strategy: cloud systems via Rigetti Quantum Cloud Services, plus Novera quantum processing units that can be installed on premises in national labs and high‑end research environments.
What I like is how Rigetti openly acknowledges the race against giants like IBM and Alphabet. A small‑cap hardware specialist that proves it can hit its roadmap, demonstrate useful speed‑ups on real‑world tasks, and secure sticky government or industrial contracts could see both revenue and valuation expand by multiples over a decade.
The flip side is execution risk and funding volatility. That's why a position here should be sized like a venture bet, not a core holding.
Neither of these names is a "safe bet" right now. They're volatile, capital‑hungry, and operating at the edge of what's technologically possible.
But for investors willing to treat them like long‑dated venture positions inside a diversified portfolio, IonQ and Rigetti each offer something rare: a plausible path to being on the right side of a once‑in‑a‑generation computing shift.
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Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, International Business Machines, and IonQ. The Motley Fool has a disclosure policy.