原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Quantum supply chain list and TLDR on post-quantum hardware idea:
Quantum Computing Giants
IBM Quantum ($IBM): ~$227B
Google Quantum AI / Alphabet ($GOOGL): ~$4.25T
Amazon Braket / AWS ($AMZN): ~$2.74T
Intel ($INTC): ~$555B
Microsoft Azure Quantum ($MSFT): ~$3.71T
Superconducting
Rigetti Computing ($RGTI): ~$5.3B
D-Wave Quantum ($QBTS): ~$6.6B
IQM Quantum Computers ($IQMX): ~$1.7B
Honeywell ($HON): ~$65.4B
NEC ($6701.T): ~$41.7B
Fujitsu ($6702.T): ~$44.5B
Ion Trap
Quantinuum ($QNT): ~$14.4B
IonQ ($IONQ): ~$14.8B
Neutral Atoms
Infleqtion ($INFQ): ~$3.05B
Pasqal ($PSQL): ~$1.68B
Photonics
Quantum Computing Inc. ($QUBT): ~$1.90B
Xanadu Quantum Technologies ($XNDU): ~$2.35B
Components
Hamamatsu Photonics ($6965.T): ~$4.7B
NTT ($9432.T): ~$94B
Oxford Instruments ($OXIG.L): ~$2.0B
Keysight Technologies ($KEYS): ~$57.3B
Software
CrowdStrike ($CRWD): ~$257B
Palo Alto Networks ($PANW): ~$300B
Fortinet ($FTNT): ~$128B
Netskope ($NTSK): ~$6.9B
Cisco ($CSCO): ~$439B
Zscaler ($ZS): ~$31.7B
Okta ($OKTA): ~$34.0B
Security / Encryption
eMemory Technology ($3529.TWO): ~$6.4B
Nokia ($NOK / $NOKIA.HE): ~$58.5B
Synopsys ($SNPS): ~$73.3B
Cadence Design Systems ($CDNS): ~$77.5B
Rambus ($RMBS): ~$9.4B
So just stumbled across some random idea from MS that I'll share regarding post-quantum security hardware providers (not the actual quantum hardware) given:
- Quantum computers may threaten RSA/ECC around "Q-Day" of approximately 2030 per MS
- Security hardware must be deployed beforehand (sometimes few years)
- There's a few quantum-proof hardware players apparently that trade publicly.
So TAM/revenue should go up...
I see the logic, idk... still feels really far out and might not translate very materially to these companies, but always cool to see new ideas I didn't think of.
Not going to take any positions, just sharing an idea + other research
翻译：
量子供应链列表及后量子硬件概念简述：
Quantum supply chain list and TLDR on post-quantum hardware idea:
Quantum Computing Giants
IBM Quantum ($IBM): ~$227B
Google Quantum AI / Alphabet ($GOOGL): ~$4.25T
Amazon Braket / AWS ($AMZN): ~$2.74T
Intel ($INTC): ~$555B
Microsoft Azure Quantum ($MSFT): ~$3.71T
Superconducting
Rigetti Computing ($RGTI): ~$5.3B
D-Wave Quantum ($QBTS): ~$6.6B
IQM Quantum Computers ($IQMX): ~$1.7B
Honeywell ($HON): ~$65.4B
NEC ($6701.T): ~$41.7B
Fujitsu ($6702.T): ~$44.5B
Ion Trap
Quantinuum ($QNT): ~$14.4B
IonQ ($IONQ): ~$14.8B
Neutral Atoms
Infleqtion ($INFQ): ~$3.05B
Pasqal ($PSQL): ~$1.68B
Photonics
Quantum Computing Inc. ($QUBT): ~$1.90B
Xanadu Quantum Technologies ($XNDU): ~$2.35B
Components
Hamamatsu Photonics ($6965.T): ~$4.7B
NTT ($9432.T): ~$94B
Oxford Instruments ($OXIG.L): ~$2.0B
Keysight Technologies ($KEYS): ~$57.3B
Software
CrowdStrike ($CRWD): ~$257B
Palo Alto Networks ($PANW): ~$300B
Fortinet ($FTNT): ~$128B
Netskope ($NTSK): ~$6.9B
Cisco ($CSCO): ~$439B
Zscaler ($ZS): ~$31.7B
Okta ($OKTA): ~$34.0B
Security / Encryption
eMemory Technology ($3529.TWO): ~$6.4B
Nokia ($NOK / $NOKIA.HE): ~$58.5B
Synopsys ($SNPS): ~$73.3B
Cadence Design Systems ($CDNS): ~$77.5B
Rambus ($RMBS): ~$9.4B
So just stumbled across some random idea from MS that I'll share regarding post-quantum security hardware providers (not the actual quantum hardware) given:
- Quantum computers may threaten RSA/ECC around "Q-Day" of approximately 2030 per MS
- Security hardware must be deployed beforehand (sometimes few years)
- There's a few quantum-proof hardware players apparently that trade publicly.
So TAM/revenue should go up...
I see the logic, idk... still feels really far out and might not translate very materially to these companies, but always cool to see new ideas I didn't think of.
Not going to take any positions, just sharing an idea + other research
翻译：
量子供应链列表及后量子硬件概念简述：
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