Jan. 13 at 8:51 PM
Quantum computing could become as disruptive as artificial intelligence, creating potential risks for established software and computing companies, UBS analysts said. However, the firm cautioned that its impact on traditional computing is still unclear and will depend on how the technology is adopted.
UBS outlined multiple scenarios. In one, quantum computing gains traction in areas like pharmaceuticals and finance and helps accelerate AI training, which could weigh on demand for classical computing. In another, companies adopt simpler quantum systems to stay competitive, relying mainly on hybrid models where classical computers still do most of the work—an outcome UBS sees as broadly positive for traditional compute.
There is also the possibility that quantum adoption remains limited in the near term if technical progress falls short or enterprises hesitate to invest after heavy spending on existing infrastructure.
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