Is Rigetti Computing’s New 2-Qubit Gate Fidelity Record a Reason to Buy the Stock?

Source type: Investing analysis / news Author: Keithen Drury Publisher: Motley Fool (via The Globe and Mail) Date: Published 2026 (exact date not in source) URL: https://www.theglobeandmail.com/investing/markets/markets-news/Motley%20Fool/1263947/is-rigetti-computing-s-new-2-qubit-gate-fidelity-record-a-reason-to-buy-the-stock/


Overview

Evaluates whether Rigetti Computing’s (NASDAQ: RGTI) announcement of a 99.9% 2-qubit gate fidelity record justifies buying its stock. Conclusion: no — competitors already exceed this, and the record was achieved only on a small prototype, not at scale.


Key Technical Points

2-Qubit Gate Fidelity as the Standard Accuracy Metric

2-qubit gate fidelity measures accuracy after a computation passes through two quantum logic gates. Higher is better:

CompanyFidelityNotes
ionq99.99%Achieved October 2025
rigetti-computing99.9% (small prototype)New record (as of article)
rigetti-computing99%Its 108-qubit production system

The difference between 99.9% and 99.99% is “huge” in the quantum-computing context — each operation compounds errors.

Scaling Problem

  • Rigetti achieved 99.9% only in an R&D prototype; its production 108-qubit system achieves only 99% fidelity.
  • This suggests Rigetti’s technology is not scaling well — higher qubit counts are introducing more errors rather than fewer (the opposite of what google-quantum-ai’s Willow chip demonstrated; see cottier-2026-quantum-computing-breakthroughs).

Competitive Landscape

Key competitors with superior or differentiated positions:

  • ionq — Trapped-ion approach; industry-leading 99.99% fidelity
  • Microsoft — Deep pockets; topological qubit approach
  • Alphabet (google-quantum-ai) — Willow chip; superconducting leader

Drury recommends focusing on market leaders or differentiated players rather than Rigetti, or alternatively using a quantum computing ETF for diversified exposure.


Investor Takeaway

Rigetti is “in the mix” but not leading. The article cautions that small-cap pure-play quantum stocks carry high risk; large incumbents (Microsoft, Google/Alphabet) have resources that dwarf Rigetti’s.


Entities Mentioned

  • rigetti-computing — Subject company (NASDAQ: RGTI); superconducting quantum hardware
  • ionq — Competitor; trapped-ion approach; higher fidelity
  • google-quantum-ai (Alphabet) — Competitor; Willow chip
  • Microsoft — Competitor; topological qubits