The Quantum Inflection
We are at an inflection point for quantum computing
Investment into quantum moved from around $2B to over $10B in 2025.
Institutions including IBM, HSBC, Moderna and AstraZeneca are now showing practical applications across optimisation, simulation, healthcare and security.
Competitors are forced to pay attention. Budgets move. Teams form. Procurement begins. Markets start repricing what matters.
In this conversation we discussed:
• why 2025 became an inflection year for quantum
• where real-world use cases are emerging
• the growing focus on encryption and security
• why governments are investing billions into sovereign capability
• how investors distinguish genuine progress from hype
Disclosure
This article represents my personal opinion and is provided for information purposes only. Its content is not intended to be an investment advice, or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. I use information sources which I believe to be reliable, but their accuracy cannot be guaranteed. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors and, if in doubt, an investor should seek advice from a qualified investment advisor. I am a managing partner of Quantum Exponential, a specialist VC fund.