Blog

Quantum World Congress 2026: Fault Tolerance, Benchmarks & Commercialization

Steve McDowell October 12, 2026

Fault tolerance dominated the recent Quantum World Congress 2026, and so did a sharper debate over proof. The industry has largely stopped competing on raw qubit counts. Instead, vendors now compete on whose logical qubits, decoders, and benchmarks hold up under scrutiny, and buyers benefit from it.

The Fight for TDK’s HDD Head Business

Steve McDowell October 8, 2026

The most strategic asset in the hard drive industry this week is a component most IT buyers never consider. On October 6, Bloomberg reported that Seagate and Toshiba are competing for TDK’s HDD magnetic recording head business, in a deal that could be worth several billion dollars.

Does the Cellular Market Need a Merger?

Michael McDowell September 21, 2026

A combined Nokia+Ericsson entity would instantly become the largest non‑Chinese RAN vendor in the world.

Powering the AI Factory: How Siemens and NVIDIA Co-Design Compute at Gigawatt Scale

Steve McDowell August 30, 2026

Today’s AI factories are gated by power, including how much a site can draw from the grid, how efficiently that power reaches a GPU, and how much useful compute each watt produces.

Let’s look at the problem through the lens of the long-time collaboration between Siemens and NVIDIA, which pairs their respective strengths to jointly address this problem.

What Quantinuum’s Earnings Tell Us About the Quantum Computing Market

Steve McDowell August 23, 2026

Last week, Quantinuum released its first earnings report since its IPO earlier this summer. The interesting parts of the call weren’t its financial highlights, but rather what we can infer about the state of quantum commercialization from what was said.

We Need to Talk About Celona, The P5G Company

Michael McDowell August 13, 2026

Celona has shifted from being a pure private 5G vendor into a converged wireless infrastructure company that now builds and manages Wi‑Fi 7, private 5G, public cellular, and satellite as one deterministic, AI‑driven fabric.