Best of LinkedIn: ICT & Tech Insights CW 27/ 28

00:00:00: This episode is provided by Thomas Allguyer and Frennis, based on the most relevant LinkedIn posts about ICT and Tech Insights from CW-Twenty-Seven to Twenty-Eight.

00:00:09: Frennis supports ICT enterprises in the form of delivering precise ICT market and pricing intelligence that analysts' subscriptions and existing databases cannot

00:00:18: provide.".

00:00:19: You can find more info.

00:00:24: building a massive physical structure, right?

00:00:26: Like a skyscraper or suspension bridge.

00:00:28: The progress is just entirely obvious.

00:00:30: You literally see the steel beams going up

00:00:33: Right.

00:00:33: you look out of window and you can see concrete being poured.

00:00:38: but in enterprise technology Massive structural shifts usually happen completely invisibly.

00:00:44: Yeah totally at a sight

00:00:45: Exactly.

00:00:46: they take place on lines inside microscopic silicon structures are just deep within some locked server rack.

00:00:53: You never actually see this deal going up until one day you wake up, the entire digital skyline has completely changed on you

00:00:59: which is pretty terrifying because that leaves you operating your business in a city you fundamentally don't understand anymore simply beacuse you weren't paying attention to foundation being laid underground

00:01:11: and that invisible foundation.

00:01:13: exactly why today's Deep Dive is tailored specifically for YOU.

00:01:18: As digital transformation and tech professionals, you are the ones tasked with navigating this shifting landscape.

00:01:24: Somebody's got to do it right?

00:01:25: Right!

00:01:26: And we have gathered a stack of ground-level intelligence for this insight straight from the engineers ,the executives & policy makers who were actually building these new infrastructure.

00:01:35: Our mission today is just cut through all vendor marketing hype.

00:01:39: really connect the docs between theoretical physics your day-to-day enterprise IT strategy.

00:01:44: It'a big jump but we're going.

00:01:46: get there

00:01:46: We Are.

00:01:47: We're looking at three massive interlocking shifts.

00:01:50: First, the sudden industrialization of quantum computing.

00:01:53: second that geopolitical race for quantum safe infrastructure.

00:01:56: and finally The immediate reality of AI driven cybersecurity converging with sovereign edge networks.

00:02:03: I mean it sounds like a lot of disparate domains but the through line is actually incredibly tight.

00:02:08: The theoretical is becoming physical and the physical, well it's forcing a complete rewrite of enterprise governance.

00:02:15: Let's

00:02:15: start with that transition from theoretical to physical because for years quantum computing has basically been viewed as you know distant science experiment just

00:02:24: total someday technology

00:02:26: exactly happening in highly controlled bespoke labs.

00:02:29: but looking at our sources there was this sudden and frankly violent shift toward actual industrial scale deployment Like we are talking about pouring actual concrete.

00:02:40: We really are.

00:02:41: Russell Sean actually highlighted a fantastic example of this exact momentum.

00:02:45: So quantum is currently breaking ground in Morton Bay, Australia.

00:02:49: Wow okay yeah to build the world's first utility scale fault-tolerant Quantum computing facility.

00:02:55: it's this massive government backed infrastructure project.

00:02:59: But, and this is key.

00:03:01: What makes his project so crucial to the industry isn't just a size...

00:03:04: What is it then?

00:03:05: It's the manufacturing approach.

00:03:07: they are utilizing existing semiconductor fabrication processes

00:03:11: Oh, meaning they aren't trying to invent a completely new way to manufacture the chips from scratch.

00:03:17: Precisely!

00:03:18: They are plugging right into the multi-billion dollar infrastructure The classical chip industry has already spent decades perfecting.

00:03:26: That is very definition of moving from bespoke science project in basement To structured scalable manufacturing.

00:03:34: Let me push back for a second though, because I think we need to clear up massive misconception before talking about utility scale quantum.

00:03:40: Sure yeah lay on me

00:03:41: Whenever people hear about quantum computers the prevailing myth is that it's just this giant magical machine That tries every possible answer to problem simultaneously and then spits out the correct one.

00:03:52: Oh man i am so thrilled you brought.

00:03:55: It is easily the single most common misunderstanding in this space.

00:03:59: Sanjay Vishwakarma actually addressed this exact confusion, In his recent analysis.

00:04:04: A quantum computer does not check every answer in parallel.

00:04:07: Right because if it did engineering one would be much simpler wouldn't?

00:04:10: Oh infinitely simpler.

00:04:12: Instead relies on two quantum phenomena Superposition and interference.

00:04:18: Okay unpack that for

00:04:19: sure.

00:04:19: think of like dropping two pebbles into a perfectly still pond.

00:04:23: So the ripples kind of overlap and interact with each other?

00:04:25: Yes,

00:04:26: And when they overlap... Two things happen.

00:04:29: In some places The waves build on each other to create A larger wave.

00:04:33: that's constructive interference

00:04:34: Makes sense!

00:04:35: in Other places-the peak Of one wave hits the trough of another They just cancel Eachother out completely making water flat.

00:04:43: That is destructive interference.

00:04:45: so a quantum computer essentially orchestrates the probabilities of a problem so that all the incorrect answers cancel each other out through that destructive interference.

00:04:55: Wow!

00:04:56: Yeah, it heavily biases the final measurement toward the useful information.

00:05:01: That's fascinating and actually Muhammad Awid Hassan shared brilliant analogy for how that orchestration really works physically.

00:05:08: He pointed out classical computing is hardwired Much like a traditional music box.

00:05:12: Oh, I liked that right.

00:05:13: the physical mechanism of the bumps on The little metal cylinder dictates the tune.

00:05:17: the hardware is this software.

00:05:19: But a quantum computer is fundamentally different.

00:05:22: it has orchestrated.

00:05:23: the quipets themselves are just the instruments

00:05:25: exactly.

00:05:26: the Hardware doesn't change shapes.

00:05:28: instead carefully engineered microwave pulses act as the conductor, telling the quibics how to interact and interfere with one another.

00:05:35: And

00:05:35: that control mechanism those microwave pulses is where the real engineering magic happens.

00:05:40: classical is hardwired quantum is orchestrated...

00:05:44: ...and what really stands out in our sources is how fast the orchestra is improving its performance.

00:05:49: like the error correction breakthroughs happening right now

00:05:51: are staggering.

00:05:52: they really are.

00:05:54: Kristen Perez pointed out that NVIDIA's iZing decoding just delivered a three hundred times improvement in logical error rates.

00:06:01: Three

00:06:01: hundred times?

00:06:02: That is huge!

00:06:03: It was massive, and she also mentioned seven-times decoding.

00:06:06: speed up for something called color codes.

00:06:09: but you know...for the enterprise IT folks listening who aren't quantum physicists how should we even understand a color code?

00:06:15: it

00:06:16: s great question.

00:06:17: You can think of a colorcode sort like Sudoku puzzle.

00:06:19: In highly volatile quantum system Errors just happen constantly.

00:06:24: Quibits lose their state, but instead of pausing the system to check every single qubit individually To see if it's correct

00:06:31: which would destroy the whole calculation right

00:06:33: exactly you lose The quantum state entirely.

00:06:35: so a color code maps the qubits onto a topological grid?

00:06:39: This is them Just checks the patterns of the colors on the grid.

00:06:43: oh

00:06:43: I see.

00:06:43: Yeah, if a pattern is out of place the system instantly knows an error occurred and can fix it without ever looking at the underlying data.

00:06:51: It's a highly efficient way to spot mistakes on-the-fly.

00:06:54: An NVIDIA speeding that detection process up by a factor of seven.

00:06:58: That is massive leap towards stable systems.

00:07:00: And they aren't only making those leaps.

00:07:03: Yossi Matias noted Google's willow processor took completely different approach.

00:07:07: What did they do?

00:07:08: They used a reinforcement learning agent to improve logical quibbit stability by a factor of three point five.

00:07:14: So they're essentially training the system to continuously self-calibrate, it learns from its own errors in real time without being taken

00:07:21: offline.".

00:07:22: That's incredible!

00:07:23: And then you have companies operating entirely at the software layer like seed IQ.

00:07:28: Denise Holt highlighted how there bypassing theoretical timelines we all thought were stuck with... Awesome.

00:07:35: They are enabling a hardware agnostic fault-tolerant quantum compute on third party IBM Quantum Processing Units today.

00:07:44: Wait, Today?

00:07:44: Today!

00:07:45: they do this by governing the full validity chain of the execution layer itself.

00:07:49: so you aren't building the fridge...they're perfecting the conductor's baton to use your analogy.

00:07:55: I mean that brings up the obvious.

00:07:56: because question right what we actually going to use is incredibly stable fault tolerant orchestra.

00:08:01: for Because let me be honest This isn't about making our enterprise ERP systems run a little faster.

00:08:06: Oh, far from it!

00:08:07: Peter DeSantis and he referenced foundational insights from Peter Schor here explained the true utility of these systems lies in simulating chemistry and physics at a level classical computers simply cannot touch Right.

00:08:18: His prime example is simulating FAMOCO.

00:08:20: Ah...Famoco?

00:08:22: The molecule with heart-of-biological nitrogen fixation.

00:08:25: Exactly that one —the industrial process world uses right now to create fertilizer—The Haberbosch Process.

00:08:33: It consumes massive amounts of global energy and emits staggering levels CO₂.

00:08:37: It's

00:08:38: incredibly inefficient

00:08:39: Completely, but nature on the other hand uses a FAMOCO molecule to fix nitrogen at room temperature with incredible efficiency.

00:08:47: But that molecule is far too complex for classical computer to accurately simulate.

00:08:53: A quantum computer, though could simulate that specific chemistry.

00:08:57: So

00:08:57: it would allow us to just reverse engineer nature and create wildly cleaner more efficient inductorial process... Exactly!

00:09:02: ...and we are already seeing the first concrete steps toward that reality.

00:09:06: David QL highlighted a recent paper in physical review X Quantum That actually demonstrated an error corrected H-II on h two quantum chemistry workflow.

00:09:15: Wow

00:09:16: Yeah The science is officially crossing over into practical engineering And the public markets are moving in test this maturity too.

00:09:22: Jan Goetz and Cecile Amperot observed IQM's recent NASDAQ listing.

00:09:27: Right, that was a big deal.

00:09:28: It serves as major test case for how public markets evaluate European quantum companies.

00:09:33: Investors are no longer just looking at R&D grants.

00:09:36: They want to see system integration Manufacturing reliability And you know A clear path To commercial viability

00:09:42: Which seamlessly transitions into our second major shift because this hardware is proving it can actually simulate complex molecular structures, and by extension eventually break current mathematical encryption.

00:09:55: It has graduated from a fascinating tech trend to something much more

00:09:58: serious.".

00:09:59: Because it works...it's now being treated as critical national infrastructure.

00:10:03: Exactly!

00:10:04: Marcus Flesh referred to the quantum sputnik moment.

00:10:08: He pointed to two recent U.S executive orders that explicitly connect quantum commercialization directly to national security.

00:10:16: They aren't messing around

00:10:17: Not at all.

00:10:17: The government isn't just funding research, they are mandating a transition post-quantum cryptography or PQC across federal systems by twenty thirty and twenty thirty one.

00:10:28: So there placing hard deadlines on the calendar And they were throwing serious capital behind both the offensive and defensive capabilities.

00:10:35: Oh, Paul Dabbar shared an update on the two point zero one.

00:10:38: three billion dollars in C Chase Act investments.

00:10:41: that's a lot of funding.

00:10:42: yeah A massive chunk of that includes a billion dollar federal match given to IBM To build America first commercial quantum chip foundry named Anderon up in Albany New York.

00:10:54: However tapping into government funds isn't The only way to build leverage In this space.

00:10:58: Sis and Kim observed a really fascinating contrast.

00:11:02: IonQ got zero dollars from that specific CHIPS package.

00:11:07: Oh, really?

00:11:07: Zero!

00:11:08: Yep

00:11:08: But they didn't slow down.

00:11:10: They're leveraging their own three point one billion dollar balance sheet to vertically integrate their manufacturing processes, they are proving there a multiple highly competitive pathways.

00:11:20: out execute rivals in this market

00:11:22: and the defense sector clearly agrees.

00:11:24: Christopher Ocpala noted that Booz Allen recently secured a twenty five million US Air Force contract specifically dedicated to quantum research.

00:11:32: so the immediate tactical defense relevance is already priced in.

00:11:35: yeah

00:11:36: It is.

00:11:37: But before we dive deeper into the defensive side of this equation, you know... The actual cryptography migration your enterprise needs to worry about.

00:11:45: I think that's a good moment for a quick reminder.

00:11:47: Oh yes!

00:11:48: If you are finding this breakdown in the geopolitical tech race valuable Take a second hit subscribe on the deep-dive.

00:11:54: it ensures You won't miss our future updates On how these massive structural shifts continue to unfold.

00:12:00: Highly recommend it.

00:12:01: Okay so let look at defense.

00:12:03: The post quantum cryptography migrations And an Oswald raised a major red flag regarding the Harvest Now decrypt later threat.

00:12:11: This is stuff that keeps CISOs up at night?

00:12:13: Seriously, Threat Actors are actively siphoning heavily encrypted data today.

00:12:18: They're just sitting on it in massive storage arrays waiting for a quantum computer powerful enough to crack encryption five or ten years from now

00:12:25: Which Is A Catastrophic Risk Profile For Any Data With Long Shelf Life.

00:12:29: We are talking about pharmaceutical intellectual property, long-term health records weapon schematics and national security secrets.

00:12:37: Right which makes Ben Volkow's recent point about governance so alarming.

00:12:41: he noted that cryptography is deeply embedded everywhere in the modern enterprise yet it is rarely governed centrally.

00:12:47: no one has a master

00:12:47: list exactly.

00:12:49: You cannot replace an outdated algorithm if you don't even know which legacy applications are currently using it.

00:12:54: That critical blind spot is why his company, QIZ Security just raised seventeen million dollars specifically to help enterprises discover and manage their cryptographic posture before those twenty thirty deadlines hit.

00:13:08: And Michael Osborne added a really critical nuance To this entire quantum safe conversation.

00:13:13: being quantum safe isn't Just about swapping out one algorithm for another.

00:13:17: It's more

00:13:17: fun place than that

00:13:18: way more complex.

00:13:19: It requires a flawless implementation across multiple layers, the algorithms, The network protocols ,the hardware products and cloud services.

00:13:27: If you have single classical breakable dependency anywhere in that implementation chain... The

00:13:33: whole thing falls apart!

00:13:34: ...The entire system is compromised

00:13:36: Exactly.

00:13:36: Let me introduce a heavy dose of reality here though courtesy Dr Chase Cunningham because I think we need to balance this out.

00:13:44: He looked at these sweeping government mandates and essentially asked, aren't we massively overreacting?

00:13:49: Fair question.

00:13:50: He pointed out a glaring engineering fact the largest number shores algorithm has actually factored on real quantum hardware.

00:13:58: is The integer thirty five not a thirty-five bit number the actual number Thirty Five.

00:14:03: Yeah It Is A Profoundly Necessary Reality Check.

00:14:06: he Goes Further Noting The Thermodynamic Hurdles Breaking.

00:14:10: RSA encryption Requires Millions of Physical Cubits Cooled to Twenty Millicelvin.

00:14:14: To achieve those temperatures, you need a specific isotope called Helium-III which is primarily byproduct of nuclear weapon decay.

00:14:20: Not exactly something that can be bought

00:14:22: in bulk!

00:14:22: Right... The global supply is incredibly constrained.

00:14:26: We literally do not have enough physical gas on planet Earth to cool the millions of physical quid it's required using our current architectures.

00:14:35: Meanwhile In reality todays enterprise, eighty eight percent web reaches are just stolen credentials.

00:14:42: Employees are clicking on phishing links while boards are obsessing over a theoretical machine that requires thermodynamic miracles to function.

00:14:50: I mean, Cunningham is entirely correct about the immediate physical engineering hurdles but Adam Labs offers the necessary synthesis to bridge these two viewpoints.

00:14:59: Quantum computing does not need to be mainstream today to completely alter your date strategy.

00:15:04: today

00:15:04: It comes down to the horizon of risk Precisely.

00:15:07: Boards of directors don't need to understand the physics or superposition, but they absolutely must understand their own cryptographic dependencies.

00:15:16: It is fundamental risk management.

00:15:18: You have build crypto agility now because untangling legacy encryption takes years.

00:15:23: So by time hardware catches up.

00:15:25: whether that's in five years it will be far too late to start your migration Which brings us perfectly on our final theme.

00:15:33: while governments are stress testing their supply chains for a potential quantum threat in twenty thirty.

00:15:38: Digital transformation leaders and CISOs are fighting actual fires today.

00:15:42: Yeah, the real world stuff

00:15:44: Right.

00:15:44: they're battling machine speed AI attacks right now And struggling to build the physical infrastructure To comply with massive looming regulations.

00:15:53: The pace of digital innovation has suddenly become a severe liability If your security posture cannot match it.

00:16:00: Antonio Grasso made point that attackers Are already heavily utilizing AI automation to probe networks.

00:16:07: agents are no longer a luxury, they're required to close that machine speed gap.

00:16:11: You need them for continuous network monitoring and instant first response

00:16:15: leaving the human security teams to handle the actual judgment calls.

00:16:18: exactly The AI handles the sheer speed and volume of the initial attack isolating the compromise nodes.

00:16:25: The humans step in to handle nuanced problems.

00:16:27: you know legal exposure business continuity plans public relations but

00:16:31: there's massive disconnect on who actually owns that resilience process.

00:16:37: Charles Hosner published some shocking research on this dynamic.

00:16:40: Oh,

00:16:40: what did he find?

00:16:41: He found that ninety-four percent of CSOs believe their role extends beyond technical defense into enterprise.

00:16:47: resilience and crisis leadership

00:16:49: Makes sense

00:16:50: Right but only sixty two percent CEOs agree with that assessment.

00:16:54: Oof Yeah That is a massive leadership misalignment On what resilience actually means at the C-suite level.

00:16:59: And they need to resolve that misalignment quickly because The regulatory hammer Is already coming down.

00:17:05: Clayton Inge highlighted the new Dutch cybersecurity law as a prime example.

00:17:09: It hits eight thousand organizations by August, twenty-twenty six.

00:17:13: Wow

00:17:13: that's fast.

00:17:13: Yeah and it requires strict board level accountability And mandates.

00:17:17: a twenty four hour incident reporting window.

00:17:19: I mean think about what a CISO goes through at Twenty Four Hours.

00:17:22: Just identifying the scope of breach and briefing The legal team can take days.

00:17:26: Demanding report in twenty four hours forces A total operational overhaul.

00:17:30: This isn't isolated to the Netherlands either.

00:17:33: Salvatore Cataldi and Andrei Prozorov discussed the European Cyber Resilience Act, or the CRA.

00:17:39: It mandates that software maintenance vulnerability handling and supply chain transparency are now permanent legally binding parts of product quality itself.

00:17:48: So you can't just build it forget?

00:17:50: No!

00:17:50: Supply Chain Transparency is essentially a nutrition label for your software.

00:17:55: If an obscure open source library gets compromised, the CRA demands that you know instantly if your product uses it and are permanently on hook for patching.

00:18:04: You can no longer just ship a digital product to walk

00:18:06: away.".

00:18:11: machine speed security threats and these massive data residency regulations, I'm realizing i can't just hand my entire infrastructure over to a few centralized hyperscalers.

00:18:21: No that won't work anymore!

00:18:22: It can't build up bigger centralized datacenter...I have to push the compute outward.

00:18:27: Is that what is driving this sudden intense focus on digital sovereignty?

00:18:30: That's the core driver absolutely.

00:18:32: David Soto-Avanadas explained that edge computing and private five g are becoming the operational foundation for resolving this bottleneck.

00:18:40: They allow enterprises to scale their AI capabilities locally without ever losing control or residency of their own data.

00:18:48: I like to think of centralized cloud computing, Like a massive congested central post office.

00:18:53: Okay i like where This is going right.

00:18:55: Every time you need a stamp, mail your letter all the way back to a mega warehouse in another state which completely clogs highways.

00:19:03: Edge competing is like installing hyper-intelligent automated mail sorter on every individual street corner.

00:19:10: it processes heavy lifting locally.

00:19:12: That analogy fits perfectly with what Kim Weiland highlighted regarding Azure Front Door Edge actions.

00:19:17: Microsoft recently introduced serverless JavaScript execution directly at edge locations globally.

00:19:22: Serverless doesn't mean there are no servers though, right?

00:19:25: No, it just means the code runs dynamically wherever the user is located without the developer managing hardware.

00:19:32: So if malicious traffic originates in Berlin... The security routing, filtering and authentication all happen on a local edge node in Berlin!

00:19:40: Oh that's smart!

00:19:41: It stops threat locally before request even travels to backend server.

00:19:46: It pushes light weight critical decision making into absolute perimeter of network And honestly it is becoming a physical necessity, not just to software preference.

00:19:57: Andreas Herden provided some incredibly stark context from Germany on this.

00:20:01: What's happening there?

00:20:02: Germany is attempting to quadruple its AI capacity by twenty thirty but doing that... ...is exposing severe power grid and last mile infrastructure bottlenecks.

00:20:11: Oh the power demands are insane!

00:20:13: Right you literally cannot build giant hyperscale data centers everywhere.

00:20:17: The physical power grid can out support the load.

00:20:19: Distributed edge computing is a practical physical necessity to bypass those grid constraints.

00:20:24: And managing all of this distributed architecture, you know from local Edge networks and AI security protocols to legacy IT systems is incredibly complex.

00:20:34: Jeff Winter noted that IT and OT convergence as currently a seven hundred twenty billion dollar structural business shift.

00:20:41: And just to clarify, OT being operational technology.

00:20:44: Yeah

00:20:44: the physical machines on a factory floor The power grids the HVAC systems IT is the data layer Merging a robotic assembly arm with a cloud database securely With zero latency.

00:20:57: It's historically in nightmare because those two worlds were never designed To speak the same language.

00:21:02: it Is a massive structural shift not A weekend IT project which

00:21:06: explains why enterprises are actively flocking to massive trusted partners the chaos rather than trying to build it all in-house.

00:21:13: Precisely, Elk & Dole and Christophe Chalas reported that T systems retained its number one spot in German business ICT services market holding a thirteen point seven percent market share alongside roughly forty percent in telecom services.

00:21:25: People

00:21:25: want stability right now.

00:21:26: The current market is incredibly cautious.

00:21:29: Enterprises don't want experimental vendors right now.

00:21:32: Companies like Accenture, Deutsche Telekom and Capgemini are dominating across the EMEA regions specifically because they're successfully merging heavy telecommunications infrastructure with robust secure IT services.

00:21:47: They are providing a clear business impact and trusted execution that enterprises desperately need to bridge that IT and OT divide.

00:21:55: This brings the entire picture together.

00:21:58: We started off by talking about that invisible digital skyline, the technological foundation you cannot see being built.

00:22:03: What we are really witnessing right now is enterprise technology stretching violently in two entirely opposite directions.

00:22:09: Yeah it really is.

00:22:11: On one hand its diving incredibly deep down to subatomic level with orchestrated fault tolerant quantum computing designed simulate reality itself

00:22:20: And simultaneously, it is distributing outward as far as physically possible to the absolute edge of

00:22:34: to remain agile across that entire massive spectrum.

00:22:48: The concrete is being poured right

00:22:50: now.".

00:22:50: It's officially time.