量子计算有望也迎来“基建投资潮”！JLL报告：2030年或吸金500亿美元

Core Insights - Quantum computing is rapidly evolving and is on the verge of commercial application, similar to the transformation seen in the artificial intelligence sector [1][2] - Significant investment and revenue growth are anticipated in the quantum computing industry, with projections of $20 billion in investments by 2030 and $100 billion in revenue by 2035 [2] - Major tech companies like Microsoft, IBM, Google, and Amazon are actively investing in quantum computing, indicating a strong belief in its future potential [2] Group 1: Industry Potential - The total revenue of quantum-related companies was less than $750 million last year, while startups focused on quantum technology received approximately $2 billion in funding [2] - A potential "quantum advantage breakthrough" around 2030 could trigger $50 billion in investments, akin to the impact of ChatGPT on AI investments [2] - The practical applications of quantum computing are beginning to be understood, with potential uses in pharmaceuticals, agriculture, materials science, and financial services [2] Group 2: Market Landscape - The majority of quantum computing technology is currently housed in academic institutions or government sectors, necessitating a concentrated effort for commercial application development [3] - Key quantum technology markets are located near national research centers and universities, with significant areas in the U.S. including Chicago, Boston, and parts of California [3] - Private real estate development around quantum computing is exemplified by initiatives in Chicago, although private development currently accounts for less than 20% of the overall market [3] Group 3: Data Center Integration - Quantum computing cannot operate within existing traditional data centers due to differences in structure and the need for electromagnetic shielding [5] - Quantum computing is expected to positively impact existing data center infrastructure through both upgrades and new constructions [5] - There are two potential development paths for quantum technology in real estate: continued concentration in existing major areas or integration with data centers, which could provide necessary cloud infrastructure [5]