01 Quantum (ONE) investor relations material

Industry landscape and quantum threat

• Rapid quantum computing advancements are creating significant cybersecurity risks, with Q-Day—when quantum computers can break current encryption—expected around 2029, based on consensus from major tech firms and government directives.

• The threat is compounded by AI developments that make data harvesting easier, enabling hackers to collect encrypted data now and decrypt it later when quantum computers are available.

• Governments, including the U.S., are mandating readiness for quantum threats by 2030, reflecting the urgency and credibility of the risk.

Company positioning and partnerships

• The team comprises seasoned experts with over 200 years of combined experience in cybersecurity and quantum technology.

• Strategic global partnerships have been established with major firms such as Hitachi, CGI, Thales, PwC, and Utimaco, enhancing market reach and credibility.

• The company differentiates itself by providing quantum-safe products directly to end-users, not just licensing technology.

Product innovation and market opportunity

• Patent-protected technology enables data encryption before AI inference, preserving privacy and addressing a key barrier to AI adoption.

• The encrypted AI market is projected to reach CAD 5.4 billion by 2032, with initial focus on finance, government, and healthcare sectors.

• Demonstrations to government and military agencies have showcased the technology’s relevance for confidential and defense applications.