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We conducted extensive analysis to project the 2035 global market sizes for each of the three pillars of QT. We found that by 2035, quantum computing could be worth $28 billion to $72 billion, quantum communication could be worth $11 billion to $15 billion, and quantum sensing could be worth $7 billion to $10 billion—for a total of as much as $97 billion. This growth shows no signs of slowing. We predict that by 2040, the total QT market could reach $198 billion. We present our market size estimates as a range because of the large variance in potential technological progress, adoption rates, and scaling opportunities for QT in the decade to come (see sidebar “About the report”).

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Oklo’s stock has gained over 500% this year, which, according to the CEO, is driven by three key factors: an advanced nuclear focus, AI and data center demand, and a cost and deployment edge. Jacob DeWitte, the CEO, emphasized Oklo’s role as an energy infrastructure disruptor, likening their microreactor tech to a “data center revolution” in energy.
Oklo Inc. (NYSE:OKLO) is a nuclear energy company. It develops advanced fission power plants—specifically compact, modular reactors designed to deliver clean, reliable, and affordable electricity. Its flagship product is the Aurora Powerhouse, which uses recycled nuclear waste as fuel.

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