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May 18, 2026
Claude Cowork, Bigdata Plugin, Thematic Research/4 minutes read
Every once in a while a technology stops being a science project and starts behaving like a market. AI did it five years ago. Quantum computing is doing it right now, and the numbers are starting to look impossible to ignore.
The global quantum computing market, valued at approximately $17.4 billion in 2025 for photonic integrated circuits alone [1], is projected to expand at a 20.8% CAGR through 2034, reaching $86.4 billion [1]. Boston Consulting Group puts the broader quantum technology market at up to $97 billion in revenue by 2035, with quantum computing capturing $72 billion of that total [2]. McKinsey is even more aggressive: a total addressable market of $850 billion over the coming decade [3].
That is the shape of an inflection point. It is the shape AI had in 2020 — quietly trending in research papers, then suddenly showing up in every board deck. I wanted a sharp, sourced view of where the money, the technology, and the players are converging. So I built one.
The full report
I generated a complete Quantum Computing & Quantum Chip Manufacturing thematic research report using Claude Cowork and the official Bigdata.com Plugin. Total time, from idea to PDF: under 5 minutes.Try it yourself
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Why I think this is the AI-2020 moment for quantum
Three things tend to mark a commercial inflection point, and quantum is hitting all three at once:| Signal | AI in 2020 | Quantum in 2026 |
|---|---|---|
| Capital is flowing | Hyperscalers double down on GPUs | Hyperscalers, governments and dedicated VCs are funding quantum chip foundries and photonic integration |
| Real revenue, not pilots | Cloud AI services scale to billions | Quantum-as-a-service contracts and chip manufacturing revenue moving from millions to billions [1][2] |
| Supply chain hardens | Nvidia + TSMC + HBM stack | Photonic integrated circuits, cryogenic control, fault-tolerant architectures consolidating into a stack |
Sources
- Fortune Business Insights / QCi Investor Presentation — May 2026
- PartnerCap Securities — SPAC Monthly Monitor, Apr 2026
- PatentVest — Quantum Computing Rankings (GlobeNewswire), Aug 2025

Oscar Sanchez Iglesias
Senior Product Manager
