Quantum Computing (QUBT) Investor presentation summary

Strategic vision and market opportunity

• Aims to lead the next technology revolution with quantum tech, nonlinear nanophotonics, and heterogeneous chip integration targeting mass adoption and high ROI in sensing, computing, AI, and secure communications.

• Positioned as a first mover in nonlinear quantum optics and integrated photonics, with a projected global photonic integrated circuit market size of $86.44B by 2034 and a 20.8% CAGR from 2026-2034.

• Focuses on miniaturization, scalability, and energy efficiency, leveraging photonics for room-temperature quantum hardware production using standard semiconductor processes.

Technology, products, and differentiation

• Offers a vertically integrated platform with proprietary nonlinear nanophotonics, TFLN photonic integrated circuits, and hybrid digital-photonic neural networks.

• Core products include quantum optimization machines, reservoir computers, quantum sensing modules, secure communications hardware, and photonic foundry services.

• Only U.S. company capable of manufacturing nonlinear optical circuits on chip, enabling rapid iteration and scalable manufacturing.

• Reservoir computing hardware delivers edge AI with up to 95% less power consumption than traditional computers.

Operational milestones and growth

• Raised $1.64B since November 2024, reflecting strong institutional investor confidence.

• Acquired NHanced Semiconductors, Luminar Semiconductor, and NuCrypt to accelerate manufacturing, expand capabilities, and establish quantum communications as a key vertical.

• Launched Fab 2 for scalable, high-volume chip manufacturing and expanded foundry services.

• Placed Dirac-3 quantum optimization machines on commercial quantum-safe networks and at major consulting firms.