The leap from traditional computing to quantum computing is a revolutionary economic event. Quantum computing could alter productivity, industrial structure, capital allocation, and even the balance of global power. The transformation won’t happen overnight, but investors who wait for proof may find they have waited too long.

By David Tepp 

Published in Advisor Perspectives January 12, 2026

Sources
Alpine Macro, “Opportunities in the Quantum Ecosystem”, written by Noah Ramos, November 12, 2025

Alpine Macro, “The Dawn of Quantum Utility”, written by Noah Ramos, March 5, 2025

Alpine Macro, “The Quantum Landscape: Accelerating Disruption”, written by Noah Ramos, October 30, 2024

Deloitte Insights, “Quantum Computing Over the Next Five Years”, written by Deloitte Insights Contributers, May 2025

Financial Times, “Google and IMB Believe First Workable Quantum Computer is in Sight”, written by Richard Waters, August 12, 2025

Financial Times, “The World Should Prepare for the Looming Quantum Era, written by the Editorial Board, August 21, 2025

McKinsey Digital, “Quantum Technology Monitor”, written by McKinsey Technology Council, McKinsey & Co, June 2025

Wall Street Journal, “Trump Administration in Talks to Take Equity States in Quantum Computing Firms”, written by Amrith Ramkumar, October 23, 2025