Prediction: This Quantum Computing Stock Will Still Be Worth More Than Berkshire Hathaway, Palantir, and Tesla Combined in 2030
August 23, 2025
Category:
Key Points
At the moment, just 11 publicly traded companies can claim a market capitalization above $1 trillion.
That elite
trillion-dollar club
includes tech juggernauts such as
Nvidia
(NASDAQ: NVDA)
,
Microsoft
,
Apple
,
Alphabet
,
Amazon
,
Meta Platforms
,
Broadcom
,
Taiwan Semiconductor
,
Tesla
, along with Warren Buffett's diversified conglomerate
Berkshire Hathaway
and oil giant Saudi Aramco.
Among them, Nvidia reigns supreme. With a market cap of roughly $4.4 trillion, it's the most valuable company in the world.
Not only do I think Nvidia is positioned to maintain that crown, I also expect it to remain worth more than Tesla, Berkshire Hathaway, and ambitious AI player
Palantir Technologies
combined over the next five years, thanks in no small part to the transformative potential of its quantum computing business.
Quantum computing is the next frontier of AI
Quantum computing is widely regarded as the natural successor to classical computing. Traditional computers store and process information in binary formats -- 0s and 1s. Quantum machines use qubits -- units that can have values of 1 or 0, but also can exist in complex linear states that are combinations of 1 and 0 through a phenomenon known as superposition.
Although the quantum computing industry remains in its infancy, expectations are sky-high. Global management consulting firm McKinsey & Company projects that breakthroughs in quantum applications could generate trillions in economic value over the coming decades.
How Nvidia is playing a critical role in the quantum era
A wave of smaller innovators is attempting to make headway in the quantum computing landscape, exploring avenues such as trapped-ion technology, annealing, and photonic qubits in a race to unlock the next generational breakthrough.
Nvidia, by contrast, isn't positioning itself as a singular hardware architecture. What investors may not fully appreciate is that the company is already deeply embedded in the quantum ecosystem. Its graphics processing units (GPUs) are increasingly being used to run advanced simulations, particularly in hybrid systems that bridge quantum and classical computing.
Yet Nvidia's true differentiator lies not in hardware but in software. The company's CUDA computing platform, long the backbone of AI infrastructure, is now being adapted into CUDA-Q -- a platform designed to support quantum applications on the next generation of processors.
By building this bridge between hardware and software, Nvidia is positioning itself as an indispensable layer for scaling quantum development, regardless of which architectures and approaches succeed and reach critical scale. This strategy gives the company asymmetric exposure to AI's next trillion-dollar opportunity, reinforcing its potential for continued valuation expansion over the long term.
Why Berkshire, Tesla, and Palantir could lag through 2030
Against this backdrop, it's worth examining the valuation profiles of the three companies that I don't expect even combined to surpass Nvidia in the next five years.
In 2030, Berkshire will likely remain a durable pillar of investment stability. Meanwhile, Tesla and Palantir may dazzle intermittently, but if they cannot keep pace with the dynamics of their respective competitive landscapes, investors' enthusiasm for them could wane.
On the other hand, by the start of the next decade, Nvidia could occupy a key position at the intersection of AI and quantum computing. With the potential to become a core player in that hardware and software ecosystem, Nvidia represents the ultimate technology stack of the quantum era. If it succeeds there, that would allow it to justify a valuation that could easily eclipse many of today's industry leaders combined.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The
Motley Fool Stock Advisor
analyst team just identified what they believe are the
10 best stocks
for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when
Netflix
made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation,
you’d have $649,657
!* Or when
Nvidia
made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation,
you’d have $1,090,993
!*
Now, it’s worth noting
Stock Advisor’s
total average return is 1,057
% — a market-crushing outperformance compared to 185% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join
Stock Advisor
.
Adam Spatacco
has positions in Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, Palantir Technologies, and Tesla. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Berkshire Hathaway, Meta Platforms, Microsoft, Nvidia, Palantir Technologies, Taiwan Semiconductor Manufacturing, and Tesla. The Motley Fool recommends Broadcom and C3.ai and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a
disclosure policy
.