$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:
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?