$AMZN (-0,76 %) could be one of the beneficiaries once quantum computing really takes off. My investment thesis (not Amazon, but $IBM (+1,09 %) and $IONQ (+0,94 %) ) 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 (-3,23 %) ; $GOOGL (-0,92 %) and $NVDA (-0,41 %) .
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 (-0,76 %) , which might then be able to offer the first commercial quantum computer via its cloud? Who will secure the best position in PQC?