• Quantum computing is advancing rapidly with commercial viability on the horizon​. Quantum computing promises to solve problems beyond the ability ​of the most powerful traditional computers. Several companies achieved significant quantum advancements in the last year. ​Many now think a commercially viable quantum computer could ​be a reality by 2030.​
• Leading quantum ecosystems across the globe share a common set of ingredients including strong academic institutions, existing quantum facilities, government support and a burgeoning private sector. Quantum investment will continue to gravitate towards these leading ecosystems.
• The future of data centers is likely hybrid,combining quantum and classical computing​. A plausible roadmap for quantum computing over the next 10 years could see the technology move from primarily being housed in research facilities, to pilot deployments in data centers, to eventually broad commercial installations in hybrid data centers.
• Real estate opportunities will multiply quickly following a quantum leap. A ​technology breakthrough that delivers widespread quantum utility will have significant real estate impacts similar to the arrival of ChatGPT and AI on the data center sector. We are currently in a period where real estate groups can develop a quantum first-mover advantage.​

Quantum computing is following AI's investment path but lagging by about a decade. From early-phase funding of ~$300 million annually between 2016-2019,to current investment of $2-$3 billion annually, quantum mirrors AI’s investment levels in 2015.​

Projections suggest quantum investments could reach$10 billion annually by 2027 and $20 billion by 2030. A potential ‘quantum advantage breakthrough’ around 2030 could trigger $50 billion in investments, similar to ChatGPT's effect on AI funding.

Investment is accelerating dramatically, following AI's trajectory but lagging by about a decade. If technological breakthroughs continue at their current pace, forecasts suggest that quantum investments could reach $10 billion annually by 2027 and $20 billion by 2030. ​

A technology breakthrough that delivers widespread quantum utility could have significant and rapid impacts on the real estate sector. Investment will likely concentrate in a limited number of quantum ecosystems that are scaling across the globe. Real estate groups that begin developing relationships and quantum expertise today will have a significant first-mover advantage.