Overview
- Institutional investors and hedge funds delivered a decisively negative signal to shareholders of IonQ, Rigetti Computing, and D‑Wave Quantum, reversing earlier enthusiasm.
- Pure‑play quantum names posted extreme trailing‑12‑month gains before the pullback, including a mid‑October surge of more than 6,200% for Rigetti, underscoring volatility.
- Forecasts cited in the coverage peg quantum’s potential at $450 billion to $850 billion in economic value by 2040, with some estimates reaching up to $1 trillion by 2035.
- IBM is presented as an established pathway into quantum thanks to a decade of development, progress against its published roadmap, and a stated goal of a fault‑tolerant system by decade’s end.
- Cybersecurity vendor Zscaler is marketing post‑quantum cryptography offerings, with PQC framed as an opportunity exceeding $300 billion within a decade.