Markets for Neutral Atom Quantum Computers
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Use cases for quantum computing, including neutral atom quantum computing, are still being explored. Consequently, the vast majority of target markets are entire market sectors rather than individual applications. In our interviews no single application was mentioned more than three times, whereas three sectors reached double digits. We should also note that the quantum computing applications being pushed at this early stage in the game are similar across all quantum computer types, although what applications actually succeed for a particular type of quantum computer may be better defined later in the evolution of quantum computing and is hard — if not impossible — to predict at the moment.
Markets for Photonic Quantum Computers
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Our primary goal in this report is to analyze and quantify the commercial potential for quantum computers that use photonics for their main fabric. There are perhaps 15 models of such machines being commercialized at the present time with PsiQuantum having attracted the largest funding to date and Xanadu attracting considerable attention, too. But there are others as we report in this document, inevitably not as well known as PsiQuantum and Xanadu.
Of the serious contender technologies for quantum computers, photonic quantum computers seem the most “edgy” in that they (1) are the most strongly associated with measurement-based quantum computers (MBQCs) with their apparent path to significantly improved error correction and (2) offer a “natural path” to advanced quantum networks.
Quantum Computer Markets: Who Leads?
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In this report we provide 13 strategic profiles of distinguished firms around the world working to provide the quantum computer market with full-stack quantum computers and compare them according to a new rating scheme we constructed. Our assessment approach scheme is unique in that it takes into consideration more than just technical benchmarking and appraises the companies considered on other factors that are just as important to long-term business success.
CIR Guide to New Technologies for the AI Data Center
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AI has been a research topic as long as computers have been in existence, but it is only in the past couple of years that AI has come to present real business opportunities. It is now attracting the attention of both the largest multinationals and innovative startups as well as investors. Meanwhile, the possible applications for AI are burgeoning and becoming all-encompassing. Much of the AI industry is now platformed in data centers of various kinds This the first report to focus on the business potential of the new technologies being deployed in AI data centers, including the latest in GPUs, power technologies and networking. The report also includes forecasts of the most important technology sectors — where the money will be made and where it will be lost. This report also profiles the main companies active in building new technology products.
Co-Packaged Optics in the AI Data Center: A Ten-Year Market and Technology Forecast
Available in January, 2026
This report explores the future of co-packaged optics (CPO) and related technologies as an interconnect technology for AI data centers. It includes granular forecasts of CPO shipments taking into consideration realistic time frames for the commercial development of CPO. The forecasts are broken out in various ways including, data rate, standards/technology location in the network (data center interconnect, intra-rack and inter-rack). There are also strategic profiles of approximately 30 major influencer firms developing CPO products. Finally, the report devotes significant space to how end-users will optimally deploy CPO for AI in the next ten years both in the immediate future and how this will change as products and standards change.
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