Quantum Computing & AI Infrastructure Stocks: The Major Moves Shaping the Market in 2025

Introduction:

In 2025, a wave of technological breakthroughs in quantum computing and AI infrastructure has led to substantial shifts in the stock market. Key players in these sectors are seeing explosive growth, while investors remain cautious about execution risks and the challenge of maintaining momentum. This article breaks down the major stock movements and developments across these cutting-edge fields.

1. CoreWeave: The AI Infrastructure Giant Making Waves

Stock Surge:
CoreWeave’s stock soared by 22.6% after Citigroup initiated coverage with a "Buy" rating, positioning the AI infrastructure company as a major beneficiary of growing demand for GPU computing power. CoreWeave’s $55.6 billion revenue backlog—up nearly 85% from the previous quarter—reflects the booming need for infrastructure to support AI-driven workloads, from training language models to running next-gen AI applications.

Key Drivers:

AI Demand: CoreWeave has positioned itself at the epicenter of the AI infrastructure revolution, providing GPU capacity to Meta, OpenAI, and other leading AI labs. In Q3 2025, revenue surged 134% year-over-year to $1.365 billion, and the company inked large deals with Meta ($14.2 billion) and OpenAI ($6.5 billion).
Execution Challenges: Despite its growing demand, CoreWeave faces significant capital expenditure needs to scale operations. With a projected $12-$14 billion in capital spending for 2025, the company is taking on considerable debt to fund its expansion. Interest expenses have surged, raising concerns about long-term profitability and execution risks.

What’s Next:
CoreWeave’s recent partnership with the Department of Energy’s "Genesis Mission" signals its deeper integration into government contracts, diversifying its revenue stream beyond commercial hyperscalers. Analysts forecast a revenue growth trajectory from $5.1 billion in 2025 to $29 billion by 2028. For investors, the stock’s recent rise—prompted by short squeezes and fundamental shifts in business—makes it a major player to watch in AI infrastructure.

2. Quantum Computing: The Big Players’ Bold Moves

Warren Buffett’s Strategic Bet on Quantum:
In 2025, Warren Buffett’s Berkshire Hathaway made a groundbreaking move by investing $7.7 billion into two of the most powerful technology companies in quantum computing: Amazon and Alphabet. Buffett has long been known for his focus on companies he understands, so his significant commitment to these tech giants highlights his belief in quantum computing’s potential.

Amazon’s Role in Quantum Computing:

AWS Braket is a key service in Amazon’s push into quantum computing, providing a cloud platform that allows researchers to experiment with quantum algorithms and hardware. Additionally, Amazon’s Ocelot quantum chip, which helps reduce quantum errors by up to 90%, is a major leap forward in scaling quantum technologies for commercial use.
Quantum-Enabled AI Growth: Amazon’s cloud dominance and AI ventures, alongside its quantum computing breakthroughs, make it a pivotal player in the sector, and Buffett’s investment solidifies its place as a long-term bet.

Alphabet’s Pioneering Quantum AI Work:

Google Quantum AI is another cornerstone of Alphabet’s push into quantum computing. Notably, Google achieved a major milestone in 2019 by solving a complex problem in 200 seconds—a task that would have taken classical supercomputers 10,000 years.
Alphabet’s development of the first logical qubit prototype in 2023 and other quantum breakthroughs position the company as a leader in quantum research. Buffett’s confidence in Alphabet underscores the growing institutional belief that quantum computing is poised for mainstream adoption.

3. Rigetti Computing: A Quantum Play with Risk and Reward

Technological Advancements:
Unlike Amazon and Alphabet, Rigetti Computing focuses purely on quantum hardware. The company uses superconducting qubits, which provide an edge in speed—up to 10,000 times faster than some other technologies. However, its error rates are higher, which makes it a less reliable player compared to companies like IonQ (which uses trapped ions for greater accuracy).

Recent Moves:

Novera System Orders: Rigetti recently secured $5.7 million in orders for its Novera quantum systems, which helped boost its stock. However, despite these positive developments, the company still faces challenges, including cash burn, insider selling, and failure to advance in a DARPA quantum benchmarking stage.
Future Outlook: Rigetti’s stock continues to be driven by sector momentum rather than company-specific achievements. While it has partnered with Nvidia and the U.S. Air Force, its technological challenges remain, and investors will need to track its execution risk closely.

4. The Broader Market Context: Rising Rates, Stubborn Inflation, and Tech Growth

The overall stock market in December 2025 is grappling with strong housing data and persistent inflation fears. Investors are seeking undervalued stocks with strong cash flow as the economy adapts to high borrowing costs and uncertain inflation trajectories.

Housing and Inflation: Existing home sales in the U.S. have shown signs of resilience, rising by 0.5% in November. Meanwhile, inflation expectations remain stubbornly high, with the 10-year Treasury yield climbing to 4.17%, signaling that interest rates may stay elevated.
Tech Resilience: Even amidst broader market volatility, AI and quantum computing stocks continue to outperform, driven by strong institutional interest and growing commercial adoption of these technologies.

5. Key Takeaways for Investors:

CoreWeave’s Dominance in AI Infrastructure: CoreWeave is at the forefront of the AI infrastructure revolution and has a massive revenue backlog. However, investors should be mindful of its capital-heavy growth strategy and execution risks.
Quantum Computing’s Mainstreaming: The giants like Amazon and Alphabet are pushing quantum computing from a niche research technology to a foundational business asset. With Buffett’s backing, these companies are likely to be major players in the quantum revolution.
Rigetti’s Long-Term Potential: While Rigetti’s technology offers speed advantages, it still faces significant hurdles with error rates. Its stock remains volatile, driven by sector hype more than solid fundamentals.
The Bigger Picture: The broader market remains cautious due to inflation concerns and high interest rates, but AI and quantum computing technologies continue to capture investor attention as growth sectors for the future.

Conclusion:

As quantum computing and AI infrastructure advance, they are reshaping the technology landscape, with companies like CoreWeave, Amazon, and Alphabet leading the charge. These stocks represent exciting opportunities for investors, but careful attention must be paid to execution risks and capital requirements. As we head into 2026, the path forward for quantum computing and AI infrastructure companies will be shaped by their ability to scale, manage capital, and meet market expectations.

Thank you !