$AMZN (-0,03%) could be one of the beneficiaries once quantum computing really takes off. My investment thesis (not Amazon, but $IBM (-0,05%) and $IONQ (+1,01%) ) 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 (-0,72%) ; $GOOGL (-0,04%) and $NVDA (+0,45%) .
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 (-0,03%) , which might then be able to offer the first commercial quantum computer via its cloud? Who will secure the best position in PQC?