ReportGem ReportGem EN

普通外文研报

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

发布日期: 2026-06-29研究机构: BofA Global Research报告页数: 12原文语言: 英语证据页码: 1

研报英文原文证据摘录

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

Accessible version

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

本摘录由系统从所标注的 PDF 证据页直接提取并保留英文原文,不做批量翻译;登录后在阅读器切换中文时才按需翻译。

打开研报阅读器