Guest Post: AI Infrastructure Investment and the Future of Quantum Computing

We’re witnessing one of the largest infrastructure investment cycles in modern technology, and I believe we’re still early in understanding its economic potential. AI has already changed how companies think about computing, with enormous investment flowing into GPUs, data centres, energy infrastructure and models. As AI expands across industries, computational demand has room to grow. Quantum computing could add another dimension to that growth. Hardware and error-correction progress is accelerating research, and I see enormous potential in combining quantum capabilities with today’s AI systems. The opportunity extends across hardware, software and connecting infrastructure. The investment case for AI infrastructure remains strong. Enterprises are incorporating AI into core processes, while reasoning models, multimodal systems and autonomous agents…