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Deep & Emerging Tech·October 17, 2026·1 min read

Guest Post: AI Infrastructure Investment and the Future of Quantum Computing

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If AI infra is one of the largest capex cycles in tech history, quantum’s near-term path is less about replacing that stack and more about attaching to it—specialized accelerators for narrow workloads, not wholesale platform swaps. Treat quantum as an options bet on specific bottlenecks —optimization, simulation, cryptography—rather than a core dependency in your 3–5 year architecture.

Deep & Emerging Tech

NAND flash maker Kioxia has lost two-thirds of its peak market value since June, when it became Japan's most valuable listed company, as Chinese rivals emerge

Kioxia’s two-thirds drawdown as Chinese NAND rivals ramp is a warning that even core AI-adjacent components like memory are not insulated from rapid regional competition and price pressure. If your AI roadmap assumes cheap, abundant storage, start stress-testing scenarios where memory pricing and availability swing faster than GPU supply.

Deep & Emerging Tech

'Remarkably close to the minimum permitted by physics': this superconducting memory bit runs at an estimated 5x the limit, but at -269°C the fridge shrinks its claimed million-fold edge over today’s chips considerably

Memory operating 5x above the physical energy limit sounds like a million-fold gain—until the -269°C refrigeration bill wipes out most of the advantage. For now this stays in the lab; data center and AI infra planners should log it as a long-horizon wildcard, not a near-term path out of power constraints.