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TODAY: Alice & Bob - Cracking Quantum at Scale

发布日期: 2026-05-19研究机构: Jefferies报告页数: 8原文语言: 英语证据页码: 1

研报英文原文证据摘录

TODAY: Alice & Bob - Cracking Quantum at Scale

EUROPE | Sustainability & Transition

Strategy May 19, 2026

TODAY: Alice & Bob - Cracking Quantum at

Scale

The industry is nearing an inflection point. As quantum computing moves

toward early commercialization, only a few players can scale to fault-

tolerant systems. In a $10bn+ market by 2030, Alice & Bob stands out with

a clear roadmap. Join CEO Théau Peronnin for an in-depth discussion on

scaling and the path to the first useful quantum computer. Join us Tuesday

19 May 2026, 14:00 GMT / 15:00 CET / 9:00 ET. REGISTER

Background

Alice & Bob is a global frontrunner in superconducting quantum technologies and one of

Europe’s most compelling deep-tech companies. Founded in 2020,and headquartered in Paris,

Alice & Bob is pursuing what is increasingly recognized as one of the most hardware-efficient

path to fault-tolerant quantum computing, built on its differentiated cat-qubit architecture.

The industry is approaching a critical inflection point. As quantum computing transitions from

experimentation to early commercialization, only a handful of players are positioned to bridge

the gap to scalable, fault-tolerant systems. In a market expected to exceed $10 billion by

2030, Alice & Bob stands out as one of the few credible contenders with a clear technical and

execution roadmap.

Discussion Points

The cat qubit advantage: Why it fundamentally reshapes the economics of quantum•

scaling

Technology roadmap: Toward the first useful quantum computer by 2030•

Go-to-market strategy: Path to first QPU sales, and long-term platform vision (incl.•

Graphene)

Medium-term business plan: Funding strategy, and path to Series C•

Industry outlook: Why 2026 marks a tipping point for quantum investment and•

deployment

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