Quantum computing is moving from scientific promise to commercial reality, opening new possibilities across sensing, secure communications, finance, healthcare, aerospace, defense, and space. The industry has already surpassed $1 billion in annual sales and could reach $80 billion by 2035, while shortening timelines to “Q-Day” are adding urgency to the race. In this special episode of Must Read Research on Global Research Unlocked, we sit down with Haim Israel, Head of Thematic Investing, and Vivek Arya, Senior U.S. Semiconductor Analyst, to uncover what is accelerating quantum’s development, how the technology could reshape today’s encryption, and why the next breakthrough may come from its connection with AI. AI is helping advance quantum systems today; quantum could dramatically expand what AI can solve tomorrow. That two-way relationship could make them technology’s ultimate power couple. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.
