Vivek Arya

Must Read Research: AI + Quantum: The Ultimate Power Couple?

Haim Israel, Vivek Arya, Candace Browning

During an October 2026 Bank of America research call, analysts Haim Israel and Vivek Arya detailed the quantum industry's transition from theoretical feasibility to commercial scaling, marked by a recent $1 billion in sales and a market forecast reaching $80 billion by 2035. The discussion highlighted a critical acceleration in risk timelines, as the U.S. government moved its "Q-Day" projection to 2030 due to breakthroughs like Google's "Winnow" chip and the discovery that "dirty" qubits can solve complex tasks, posing immediate threats to RSA encryption and blockchain security. With major players like IonQ leading trapped-ion manufacturing and strategic partnerships involving NVIDIA and Microsoft driving hybrid workflows, the sector is rapidly evolving into a specialized accelerator for AI and high-precision sensing across finance, defense, and healthcare.