Quantum Bet 2026: Now Networks and Capital Matter – No More Records!

For years, the quantum industry has been told through a single number: that of qubits. The first week of September 2026 ends this logic. In a flood of announcements, it was hardly about records anymore, but rather about data centers, government contracts, and the seemingly banal yet critical question of how a quantum processor communicates with classical hardware. For investors, this is a sign of maturity: A technology that discusses supply contracts and production lines becomes measurable. Three groups of winners are emerging. The Scalers are...