This is your Quantum Market Watch podcast.

Good morning, quantum enthusiasts. This is Leo, and welcome back to Quantum Market Watch. November has been an absolute whirlwind for distributed quantum computing, and today I need to talk about something that just shifted the entire landscape.

Picture this: Two computing systems sitting in separate cryogenic chambers, miles apart, their qubits entangled across space itself. That's no longer science fiction. IBM and Cisco just announced a partnership that's fundamentally reimagining how we think about quantum infrastructure. They're planning to demonstrate a two-machine entanglement proof-of-concept by 2030, but here's what gets me excited—they're not just linking machines. They're building a quantum internet.

Let me break down what makes this revolutionary. IBM's been pushing single monolithic quantum processors for years, packing thousands of physical qubits into one system. But there's a hard ceiling. Some algorithms, especially those in chemistry and cryptography, require hundreds of millions of gates. You simply cannot run that computation within a single device's coherence window before everything decoheres into noise.

This is where networking changes everything. Cisco's bringing microwave-optical transducers to the table—essentially translation devices that convert quantum information from the microwave domain where IBM's superconducting qubits live into optical frequencies suitable for long-distance travel through fiber. It's like creating a quantum postal service, and the real innovation is their Quantum Networking Unit, this intermediary hardware that acts as the entanglement broker between processors.

Now, here's what fascinates me about the business implications. Meanwhile, on the international stage, Pasqal just deployed Saudi Arabia's first industrial quantum computer at Aramco's data center in Dhahran. We're talking about 200 qubits arranged in programmable arrays, ready for real-world applications in energy optimization and materials science. This isn't a research toy anymore—this is Aramco preparing to solve actual industrial challenges.

The broader quantum ecosystem is responding too. France's Quandela delivered Lucy, their most powerful photonic quantum computer ever, to Europe's TGCC supercomputing center. Twelve photonic qubits designed to interface directly with classical supercomputers. Connecticut's investing 121 million dollars in quantum infrastructure. The Department of Energy launched something called the Genesis Mission, connecting supercomputers, AI systems, and next-generation quantum hardware into one unified platform.

What we're witnessing isn't just incremental progress. We're watching the birth of distributed quantum computing infrastructure. Within the decade, we won't think of quantum computers as isolated machines. They'll be nodes in a network, working together on problems too vast for any single processor. The energy sector, pharmaceuticals, materials science—every industry depending on simulation just entered a new era.

That's the story shaping our quantum future this November.

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