SIGNALInfrastructure Software·Jun 22, 2026, 8:49 PMSignal75Long term

Intersect360’s First Quantum Forecast Sees $27B Market Amid Wide Uncertainty

Source: HPCwire

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Intersect360’s First Quantum Forecast Sees $27B Market Amid Wide Uncertainty

After tracking quantum computing for years, Intersect360 Research says the market has matured enough to begin forecasting. During a webinar last week presenting its latest research, the analyst firm previewed its first quantitative outlook for quantum computing, projecting a midpoint total addressable market of $27 billion by 2037. But analysts stressed that the forecast carries […] The post Intersect360’s First Quantum Forecast Sees $27B Market Amid Wide Uncertainty appeared first on HPCwire .

Why this matters
Why now

After years of foundational research and development, quantum computing has reached a point where market sizing and long-term forecasts are becoming credible, signaling a maturation beyond pure R&D into potential commercialization.

Why it’s important

A credible long-term market forecast, even with uncertainty, provides institutional investors and strategic planners with a tangible target for quantum computing's economic potential, guiding investment and resource allocation decisions.

What changes

The previous speculative narrative around quantum computing shifts towards a more defined, albeit nascent, market with clearer financial projections, enabling more calculated strategic positioning by various industry players.

Winners
  • · Quantum computing hardware developers
  • · Quantum algorithm developers
  • · Early adopter enterprises (e.g., finance, pharma)
  • · Venture capital firms specializing in deep tech
Losers
  • · Traditional high-performance computing without quantum integration
  • · Legacy encryption providers
  • · Companies unprepared for quantum-resistant solutions
Second-order effects
Direct

Increased investment and talent flow into the quantum computing sector as the market gains perceived viability.

Second

Accelerated development of quantum technologies and the emergence of specialized application markets.

Third

Potential for early quantum advantage in specific industrial applications, leading to significant competitive shifts and new technological dependencies.

Editorial confidence: 90 / 100 · Structural impact: 60 / 100
Original report

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