I think now is an interesting time to look at quantum computing.
Not because quantum will replace AI. AI will make classical computing far more capable, which raises the bar for quantum.
But AI is still classical computation. It can improve approximations and find better heuristics; it cannot generally remove the exponential cost of simulating large quantum systems.
That is where quantum matters: not for everything, but for the narrow set of problems where classical computing becomes brutally expensive — chemistry, materials, advanced engineering simulations, cryptography and certain optimisation problems.
The key change is that we are starting to see measurable hybrid use cases rather than just “maybe useful in 20 years.” This week, IonQ and Synopsys reported up to a 14.6% reduction in complex engineering-simulation runtime using a hybrid quantum-classical workflow:
https://www.ionq.com/news/ionq-demonstrates-computer-aided-engineering-workload-acceleration-by-up-to-14-6-with-quantum-technology
That is not quantum supremacy. It is more useful: a possible economic reason for enterprises to pay.
The risk is obvious: most quantum stocks are expensive, volatile and may get destroyed before the industry matures.
But that is precisely why it may be interesting now. The market still mostly prices quantum as a distant science project. If hybrid applications become commercially useful earlier than expected, today’s valuations may look less absurd in hindsight.
Small position. High risk. Long time horizon. But worth watching.