The quantum gold rush is already here - just not where you think
“are ready, or is it getting the infrastructure ready for when the the computers are ready, then there's gonna be a business model?”
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are ready, or is it getting the infrastructure ready for when the the computers are ready, then there's gonna be a business model?
There are companies that already have a good amount of product revenue, and those are usually the sort of, you know, what you would call, like, picks and shovels companies, control, fridges, cryogenics, detectors, coax cables. You know, like, the things that that vacuum chambers, lasers, the things that the industry needs to to do the r and d to develop these computers. A lot of us most of the leading quantum computing companies,
About this clip
Carmen Palacios-Berraquero explains how quantum infrastructure companies are already generating significant revenue by selling the essential tools and equipment needed for quantum R&D. She highlights that while quantum computers are still in development, the 'picks and shovels' businesses - selling components like cryogenic systems, lasers, and vacuum chambers - have found profitable business models today.
Why this clip
This clip reveals a counterintuitive investment opportunity in quantum - that the real money today is in the infrastructure layer, not the headline-grabbing quantum computers themselves.
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