Morgan Stanley Investment Management’s Counterpoint Global team revisits quantum computing, focusing on advances in error correction and the path toward economically useful systems.
- Logical qubits are becoming more reliable as error-correcting systems scale, strengthening the case for fault-tolerant quantum computing.
- Cryptography, materials science and molecular simulation remain leading potential applications, while commercial value is still unproven.
- Investors should focus on logical-qubit performance, error rates and economically useful advantages rather than headline physical-qubit counts.
Explore the full report to assess how quantum computing could evolve from an engineering challenge into a commercial technology.
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