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IT Hardware Industry: Takeaways from Quantum.Tech World 2026 Conference

Published: 2026-06-29Institution: BofA Global ResearchPages: 12Original language: 英语Evidence page: 1

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IT Hardware Industry: Takeaways from Quantum.Tech World 2026 Conference

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IT Hardware Industry

Takeaways from Quantum.Tech World

2026 Conference

Industry Overview

Quantum early with algos lagging HW but steady progress 29 June 2026

We attended Day 1 of Quantum.Tech World Conference (Boston) in June. Peter Shor (of Equity

Shor’s Algo) and Will Oliver (Co-Founder of Atlantic Quantum, acq’ed by Google in 2025) United States

reinforced that the field still needs more commercially relevant algos & fault-tolerant IT Hardware

HW before broad quantum advantage can emerge. Dr. Shor stated beyond cryptography Wamsi Mohan

& quantum simulation, the industry has not yet seen a proliferation of high-impact algos. Research Analyst

Dr. Oliver praised IBM for making early QCs available through the cloud, allowing BofAS+1 646 855 3854

researchers & developers to experiment on real HW and help broaden the ecosystem for wamsi.mohan@bofa.com

quantum algo development. Commercially relevant algos may proliferate once more Ruplu Bhattacharya

Research Analyst

useful machines are available. The speakers agreed that the recent Executive Order is BofAS

directionally positive, reinforcing the gov’s view that quantum is accelerating and that +1 646 855 0315 ruplu.bhattacharya@bofa.com

continued investment can help support innovation across hardware & algorithms.

Ryan Seungin Choi

IBM: we continue to view as the category leader ResearchBofAS Analyst

We attended a keynote from Scott Crowder (VP of Quantum Adoption) & Suja Viswesan +1ryan.choi2@bofa.com646 743 0587

(VP of Tech). Nighthawk r2 is coming August 2026 (details in Fig 1). Anderon was Aisling Grueninger

emphasized as IBM securing manufacturing base for its supply chain as well as for the Research Analyst

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