$AMZN (+4,71 %) could be one of the beneficiaries once quantum computing really takes off. My investment thesis (not Amazon, but $IBM (+0,97 %) and $IONQ (-2,49 %) ) had been based on a 2030 timeline. However, recent articles suggest that commercial systems will be market-ready much sooner:

https://www.datacenter-insider.de/quera-visiert-fehlertoleranten-quantencomputer-fuer-2028-an-a-c50ad47da70690533b2d6622a1df0127/?cmp=nl-f7f72d4b-c44d-4976-bc38-52cb9b9a271c&uuid=6FDB182A-FDBE-4B6F-BE47-DF970E106A01

Incidentally, QuEra is funded by, among others, $SOBKY (+1,53 %) ; $GOOGL (+0 %) and $NVDA (-2,63 %) .

This also raises other issues, such as PQC (post-quantum cryptography), which companies must therefore address today, since the timeline appears to be significantly shorter.

Who do you think could benefit here, besides $AMZN (+4,71 %) , which might then be able to offer the first commercial quantum computer via its cloud? Who will secure the best position in PQC?

BREAKING NEWS: $SOBKY (+1,53 %) announces that it has sold its entire stake in Nvidia, $NVDA (-2,63 %) , for 5.8 billion dollars.

SoftBank has made smart investments in the past, but I think it was a mistake in the long run.

Since they also sold their investment of 3.3B in 2019 and that would have been 160B+ today...