RESOLVING THE LEDGER
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Folksy wisdom holds that the surest way to make money during a gold rush was to sell shovels rather than swing picks. As with many emerging industries, quantum computing could be reviving that old dynamic, at least for a while, and it's no surprise why.
In particular, Nvidia (NASDAQ: NVDA) , Microsoft (NASDAQ: MSFT) , and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) -- none of which earn a meaningful sum from quantum yet -- could prove to be the best upstream providers to the quantum computing industry. The whole industry could be worth as much as $4.4 billion by 2028, according to research by McKinsey, up from being worth $1 billion today.
Which of these three businesses is best positioned to capture a slice of that growth, not to mention whatever happens in the long run?
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