Summary

• Recent breakthroughs in protein simulation and materials discovery show that IBM, Google, Microsoft, Amazon and Nvidia remain central to quantum innovation, making the WisdomTree Quantum Computing Fund (WQTM) a way to gain exposure without picking a hardware winner.
• While Microsoft, Amazon, Google and IBM are pursuing different quantum architectures, all are building infrastructure designed to capture value as the industry moves toward commercial scale.
• Nvidia’s focus on the software and compute layers connecting classical and quantum systems highlights a key theme: platform providers may offer the most durable quantum opportunity.

By Christopher Gannatti, CFA

On May 5, 2026, researchers from Cleveland Clinic, RIKEN, and IBM successfully simulated a 12,635-atom protein complex using quantum-centric supercomputing, a problem relevant to drug discovery that classical computing could not match at comparable speed