01 Quantum (ONE) investor relations material

Quantum threat and timing

• Quantum hardware vendors cited by the speaker forecast first full-scale, fault-tolerant systems around 2029; he described ~2029 as the unofficial Q-Day consensus and referenced a US agency readiness target of 2030.

• The business pivoted toward post-quantum cybersecurity over the prior eight years and spent nearly CAD 10m on development.

AI privacy product

• A recently granted US patent covers encrypting user data before it enters an AI model, then decrypting the returned encrypted output with the user's private key.

• A Canadian government exposition in Ottawa featured a demonstration in which an image-recognition model identified an F-35 from encrypted input and returned an encrypted result.

• An AI Marketplace platform is targeted for readiness around the end of Q2, enabling model owners to list models and users to process data with privacy encryption.

Commercial applications and partners

• Hitachi commissioned a quantum-safe remote-access product with an engineering fee and revenue share; delivery was completed early this year, and Hitachi is marketing it in Japan with initial royalties reported.

• A Panama-based cryptocurrency foundation commissioned qVAULT for digital-asset protection under an engineering-fee and royalty model; delivery was completed in June, with a marketing campaign planned around a CAD 100,000 token challenge.

• An end-to-end quantum-safe email product is integrated into Outlook; only the recipient holding the private key can decrypt messages.

• Named partners and market participants include Hitachi, qLABS, Utimaco, CGI and Thales Group; the speaker cited US, Canadian and Japanese patents.