Microsoft: Still Leading In Quantum Hardware

Summary

• Microsoft is advancing in quantum computing with topological and neutral atom qubits, but practical large-scale quantum computers are still a decade away.
• The near-term revenue potential lies in quantum ecosystems, not hardware, with companies preparing to be quantum-ready and quantum-safe.
• Quantum computing poses a significant threat to current cryptographic systems, making investment in quantum safety and readiness imperative for all organizations.
• Despite promising advancements, it's too early to confidently invest heavily in any quantum computing company; Microsoft is rated "industry perform" until further breakthroughs.

luchezar

This is my third article on Microsoft’s (NASDAQ:MSFT) plan to develop a quantum computer. In earlier articles, I suggested they were gaining a competitive advantage in the industry with their error mitigation qubit virtualization code and unique topological qubit research.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I own MSFT, GOOG, and IBM in my long-term family fund but only personally bought GOOG.