Quantum Computing: What I'm Seeing

The State of Quantum in 2026

We are in the NISQ (Noisy Intermediate-Scale Quantum) era, quantum processors with 100–1000 qubits that are error-prone but increasingly useful for specific optimization and simulation problems. Fault-tolerant quantum computing (1M+ logical qubits) remains 5–10+ years away for most estimates.

Where the Investable Opportunity Is Now

• Quantum-safe cryptography, quantum computers threaten RSA and ECC encryption; post-quantum cryptography standards are creating immediate enterprise demand
• Quantum sensing, atomic clocks, gravimeters, and magnetometers with precision impossible for classical sensors
• Quantum simulation for materials science, drug discovery and materials research where quantum simulation provides advantage over classical methods
• Quantum software and algorithms, optimization algorithms that run on today's NISQ hardware for logistics, finance, and supply chain