2026-01-20
Return to Briefing
Quantum Computing: Portfolio Positioning
McKinsey estimates $400-600B economic value by 2035. First industrial pilots: portfolio optimization, credit risk, collateral optimization. Commercial maturity 2-3 years away....
Access Primary Source
Quantum Computing: Portfolio Positioning**
McKinsey estimates $400-600B economic value by 2035. First industrial pilots: portfolio optimization, credit risk, collateral optimization. Commercial maturity 2-3 years away.
**Evidence:**
- $400-600B value by 2035
- Citi piloting portfolio optimization with Classiq
- 200-fold spending growth 2022-2032 (72% CAGR)
**Strategic Recommendation:**
- Allocate $1-1.5M for vendor partnerships
- Run 3-4 pilots, validate algorithms
- Position for 2027-2028
***