> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bigdata.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Quantum Computing Is Hitting Its Commercial Inflection Point
May 18, 2026
Claude Cowork, Bigdata Plugin, Thematic Research
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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](https://www.anthropic.com/claude) and the official [Bigdata.com Plugin](https://claude.ai/directory/plugins/bigdata-com%40knowledge-work-plugins). Total time, from idea to PDF: **under 5 minutes.**
## Try it yourself
Thematic research is one of the most time-consuming jobs on a research desk and you can create one within 5 minutes using the Claude official Bigdata plugin.
Get it from [claude.com/download](https://claude.com/download).
Click on `Cowork` and `Customize`
Browse the `Bigdata` plugin to add it.
Click again to manage the plugin, click on `Connectors` and `Connect`. You can sign up with a free trial.
Once Bigdata is connected, you are ready to use it in new tasks.
Create a new Cowork task and write the following prompt as example:
```text theme={null}
You are a Discretionary financial research analyst. Can you create a
sell-side report on quantum computing and quantum chip manufacturing?
I want to understand which private and public companies offer solutions,
conduct research, and how many patents they have. If it is a public
company, please analyze its fundamentals over the last 6 quarters.
Use bigdata and add inline attributions. Thanks!
```
**Output**
If you have a theme you want to explore and would like a hand wiring up the workflow, reach out at **[support@bigdata.com](mailto:support@bigdata.com)**.
## 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 [\[1\]](https://app.bigdata.com/documents/9F3A3F0FD6CD7F6314B64AF85D67B291)[\[2\]](https://app.bigdata.com/documents/DA318F369935CBB8F27E7E65FB13705B) |
| Supply chain hardens | Nvidia + TSMC + HBM stack | Photonic integrated circuits, cryogenic control, fault-tolerant architectures consolidating into a stack |
When all three signals fire together, the market stops debating *if* and starts pricing *who*. That is the moment I am excited to watch — and to research, faster than ever.
***
**Sources**
1. [Fortune Business Insights / QCi Investor Presentation — May 2026](https://app.bigdata.com/documents/9F3A3F0FD6CD7F6314B64AF85D67B291)
2. [PartnerCap Securities — *SPAC Monthly Monitor*, Apr 2026](https://app.bigdata.com/documents/DA318F369935CBB8F27E7E65FB13705B)
3. [PatentVest — *Quantum Computing Rankings* (GlobeNewswire), Aug 2025](https://app.bigdata.com/documents/B612F27225CDAB5943AC90B0C2B790BE)
***
Oscar Sanchez Iglesias
Senior Product Manager
