Скачать или смотреть Quantum Computing Market Outlook Technology Challenges and Investment Risks 2025

This video explores key insights from a December 2025 research report by a Technology Observer at Morningstar, offering a clear and structured overview of the emerging quantum computing market and its long term investment implications.

The report estimates that quantum computing could eventually become a 200 billion dollar annual market at maturity. However, it stresses that commercialization is still in its early stages and that meaningful economic impact will likely take decades rather than years. The analysis encourages investors to adopt a long term perspective and to clearly distinguish between technological potential and near term financial outcomes.

A central theme of the report is the significant technical challenge of reducing error rates and reliably scaling qubits. The video explains why these obstacles remain the primary bottleneck to widespread adoption. It also highlights how major cloud and platform providers such as IBM, Microsoft, and Alphabet are strategically positioned to lead the market through a platform based approach, offering quantum computing as a service and reinforcing their existing cloud ecosystems.

Early commercial use cases are discussed, particularly in chemistry and pharmaceutical research, where quantum simulations could materially improve molecular modeling. At the same time, the report issues a strong caution regarding publicly traded quantum pure play companies, noting their extreme valuations, limited revenues, and fragile financial structures, which make them highly speculative at this stage.

To provide context, the video also introduces the foundational principles of quantum mechanics that underpin the technology, including superposition and entanglement, helping viewers better understand both the promise and complexity of quantum computing.

📈 Topics Covered
• The long term market potential of quantum computing
• Why commercialization remains early and uncertain
• Technical challenges in error reduction and qubit scaling
• Platform strategies of IBM, Microsoft, and Alphabet
• Early use cases in chemistry and pharmaceuticals
• Valuation risks of quantum pure play companies
• Core quantum concepts including superposition and entanglement

Source report
Morningstar Technology Observer
https://www.morningstar.com/business/...

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