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Quantum Computing
McKinsey’s $600 Billion Quantum Finance Number Doesn’t Add Up. Literally.
McKinsey's Quantum Technology Monitor puts quantum computing's finance value at 400 to 600 billion USD by 2035. The disclosed arithmetic ignores its own assumptions, merges AI with quantum, and is never reconciled with published resource estimates. I checked.
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Post-Quantum, PQC, Quantum Security
How Much Can AI Help With PQC Migration?
AI is already part of PQC migration, and it helps. But the claim that frontier models compress enterprise timelines from 15 years to four confuses which part of the program AI accelerates and which part it cannot touch.
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Quantum Sovereignty
Every US Quantum Computer Runs on Foreign Parts and Foreign Inventions
The U.S. quantum community keeps saying America built every layer of the quantum stack. I tested that claim against the historical record, layer by layer, from theory through cryogenics. The answer has direct implications for supply chain policy and alliance…
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Industry
QuiX Quantum Announces Carina, Claiming the First Universal Photonic Quantum Computer Built for Customer Deployment
QuiX has delivered Carina's core hardware to DLR QCI and published a white paper written largely in the future tense. The engineering is serious; the universality, priority, and qubit-count claims all need qualifiers.
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Industry
White House Quantum Summit Operationalizes June EOs
The White House convened nearly 100 government officials, quantum company executives, and researchers on July 7 to translate June's twin quantum executive orders into coordinated action, with a 2028 fault-tolerant computing target and 2030 PQC migration deadline anchoring the agenda.
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Post-Quantum, PQC, Quantum Security
You Cannot Detect Harvest Now, Decrypt Later (HNDL)
Vendors are beginning to sell HNDL detection. Boards are asking for proof of HNDL targeting. Neither is possible. Passive collection leaves no observable event inside your network. The defense is encryption, not detection.
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Quantum Commercialization
Quantum’s SPAC Gold Rush: The 2021 Class Promised $1.2 Billion and Delivered $138 Million
The first quantum SPAC class projected $1.2 billion in 2025 revenue and delivered $138 million. Five more companies have listed through SPACs since January, with at least six queued. I read the new wave against that scoreboard.
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Industry
Shanghai Bets on Neutral Atoms with Dual Quantum Hubs
Shanghai launched two quantum computing hubs in a single week, both targeting neutral-atom quantum computing. The move validates two things I have been arguing for months: China's 15th Five-Year Plan is implementing fast, and neutral atoms are the modality to…
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Quantum Computing
Quantum Annealing’s Ideal Form Is the Gate Model in Disguise
A 2004 theorem says the idealized model behind quantum annealing and the gate model are one machine in disguise. Its proof freezes a computation at the bottom of an energy valley, and its fine print keeps annealers away from RSA.
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Quantum Security & PQC
FINMA Quantum Guidance Puts a Mid-2027 Date on Swiss PQC Roadmaps
Switzerland's financial regulator surveyed 60 institutions and found 72% with no quantum-safe measures. Its answer: board-level PQC strategies, roadmaps by mid-2027, and crypto-agility written into outsourcing contracts.
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Industry
A $9.4 Billion Day for IBM Quantum Fusion Chemistry
IBM gained close to ten billion dollars in market value the day it announced quantum computations of fusion blanket chemistry. The paper's own resource tables show which half of the workflow actually fell short.
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Research
Five Tests for Genuine Quantum Advantage, From Huang, Choi, McClean, and Preskill
Four leading theorists publish a framework separating genuine quantum advantages from illusions, plus a proof that some advantages cannot be predicted classically. The claim that fares best under their five tests is Shor's algorithm, the one that breaks RSA.
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Research
Reinforcement Learning Quantum Error Correction: Google’s Willow Learns to Calibrate Itself
Google's agent steers more than 1,000 control parameters using nothing but error-detection statistics, holding surface codes steady against drift and squeezing 20% more performance from an exhaustively calibrated processor. The catch sits in the simulations.
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Post-Quantum, PQC, Quantum Security
Is Harvest Now, Decrypt Later (HNDL) Real? What I Can and Can’t Prove
No question comes up more often in my consulting and board sessions. For years I could only point to what spy agencies say. Here is the full answer: the written record, and the physics of collection.
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Industry
Diraq Eight-Qubit Foundry Silicon Array
Diraq and imec tuned and coherently ran eight foundry-fabricated silicon spin qubits on one chip. Coherence matched the two-qubit devices; entangling gates worked in one of four pairs. My read on the CMOS scaling thesis.
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