Quantum Investing: Stop Waiting, Start Acting Now

Jan de Vries · 2026-05-14

Europe's quantum ecosystem is moving from scientific promise to commercial opportunity, and startups are playing a growing role in that shift. For investors, the question is no longer whether quantum will matter, but where the first investable opportunities are already emerging. It's a mistake to wait for the quantum moment. The day of massive, fault-tolerant quantum computers running arbitrary workloads is still years away. But that doesn't mean you should sit on the sidelines. ### Why waiting is the wrong move The potential is enormous, but the technology hasn't been perfected yet. In classical computing, information is stored in bits, which are always either 0 or 1. Quantum computers use qubits, which exist simultaneously in a state of both 0 and 1, a strange property called superposition. Superposition, along with the quantum mechanical phenomena of entanglement and interference, gives quantum computers their extraordinary computational power. This allows quantum machines to tackle certain classes of problems, such as breaking encryption or simulating molecular structures, in ways that are practically impossible for classical computers. The main barrier today is stability: qubits are extremely fragile and error-prone. This engineering challenge will take years of further development. Yet viewing quantum solely through this distant hardware lens overlooks the transformation already underway.  ### From hardware race to infrastructure reality The transition has already started. It's in the infrastructure that will make quantum practical in our world of hybrid clouds, regulated data, and mission-critical systems. It's not about chasing more qubits in a lab. The near term lies in software, integration, error mitigation, and security upgrades. This lets enterprises leverage quantum workflows in pilots by plugging into existing cloud/HPC pipelines, without rebuilding their architecture from scratch. Quantum doesn't speed up everything; it can fundamentally change the economics of targeted problems like molecular simulations for drug discovery and complex optimisations for supply chains. Google's 2025 Willow chip delivered verifiable quantum advantage on a physics-style problem. This milestone showed that teams are pushing the frontier, and yet engineering challenges persist. Current systems suffer from high error rates and fragility, and scaling with fidelity remains out of reach today. ### Where the real action is The action lies in the ecosystems. These elements will intersect with today's cloud environments, heterogeneous compute, regulated data requirements, and long-lived security needs. That's why hundreds of startups are building compilers, runtimes, orchestration tools, verification systems, and cloud/HPC bridges. We're heading toward composite compute, and the companies that make it usable at scale will define the standard. For investors, that's an exciting prospect, both urgent and investable now. Applications will roll out unevenly. Quantum accelerators may expand what AI can do. The near-term win is probably the other way around: using AI to improve quantum systems themselves. That means better calibration, smarter compilation, improved error mitigation, and more efficient job scheduling. On the flip side, quantum's contribution to AI will likely stay narrow for a while, potentially helping with specific subdomains rather than replacing classical model training or inference. ### Security cannot wait Security is the urgent priority. The worry isn't "breaking the internet." The real threat is "harvest now, decrypt later." Adversaries are stockpiling encrypted data today for future quantum decryption against RSA and ECC. Long-lived assets in defence, infrastructure, healthcare, finance, and IP are exposed right now. Here's what you need to consider: - Inventory your cryptography usage across systems - Prioritise high-risk and long-lived assets - Adopt NIST-standardised post-quantum cryptography, often via hybrid approaches - Address the nightmare of edge and constrained environments such as IoT, industrial control systems, vehicles, and remote sensors ### The bottom line for investors The quantum opportunity isn't about waiting for a perfect machine. It's about recognizing that the infrastructure, software, and security layers are already being built. Smart money is moving into these areas now, not later. The companies that make quantum usable at scale will define the next decade of computing. Don't wait for the quantum moment—it's already happening.