Episode Details

IBM’s CEO Arvind Krishna just dropped a bold forecast: quantum computing could hit $1 trillion by the end of the 2030s and start boosting IBM’s bottom line as early as 2028. Despite a recent stock dip triggered by customer delays, those projects rebounded quickly — suggesting IBM’s core demand isn’t fading. Quantum breakthroughs are real: IBM demonstrated “quantum advantage” with verifiable results, cracked complex problems beyond today’s supercomputers, and is pouring $10 billion over five years into the tech. They’re on track to deliver their first fault-tolerant quantum machine by 2029 and building the world’s first pure-play quantum wafer foundry. Investors may be missing the big picture — if Krishna’s numbers hold, IBM could be offering a massive bet on the future at a steep discount.

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