{"id":12170,"date":"2025-09-15T08:38:55","date_gmt":"2025-09-15T06:38:55","guid":{"rendered":"https:\/\/insajder.si\/?p=12170"},"modified":"2025-09-15T08:38:55","modified_gmt":"2025-09-15T06:38:55","slug":"kvantni-racunalniki-prihodnji-monopolisti-v-dobaviteljski-verigi","status":"publish","type":"post","link":"https:\/\/insajder.si\/en\/kvantni-racunalniki-prihodnji-monopolisti-v-dobaviteljski-verigi\/","title":{"rendered":"Kvantni ra\u010dunalniki: prihodnji monopolisti v dobaviteljski verigi"},"content":{"rendered":"\n<h1 data-start=\"241\" data-end=\"310\">Kvantni ra\u010dunalniki: prihodnji monopolisti v dobaviteljski verigi<\/h1>\n<p data-start=\"312\" data-end=\"653\"><strong data-start=\"312\" data-end=\"335\">Kvantni ra\u010dunalniki<\/strong> se vse hitreje razvijajo in mnogi analitiki menijo, da bodo v naslednjih desetletjih dopolnili ali celo presegli dana\u0161nje superra\u010dunalnike. Tako kot umetna inteligenca (AI) danes temelji na dobaviteljski verigi podjetij, kot so NVIDIA, TSMC in ASML, bodo tudi kvantni ra\u010dunalniki imeli svoje <strong data-start=\"628\" data-end=\"650\">skrite monopoliste<\/strong>.<\/p>\n<p data-start=\"655\" data-end=\"774\">V tem \u010dlanku predstavljamo podjetja, brez katerih razvoj in proizvodnja kvantnih ra\u010dunalnikov preprosto nista mogo\u010da.<\/p>\n\t<div class=\"img has-hover x md-x lg-x y md-y lg-y\" id=\"image_13467597\">\n\t\t\t\t\t\t\t\t<div class=\"img-inner dark\" >\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1020\" height=\"534\" src=\"https:\/\/insajder.si\/wp-content\/uploads\/2025\/09\/kvantni-racunalniki-1024x536.jpg\" class=\"attachment-large size-large\" alt=\"\" srcset=\"https:\/\/insajder.si\/wp-content\/uploads\/2025\/09\/kvantni-racunalniki-1024x536.jpg 1024w, https:\/\/insajder.si\/wp-content\/uploads\/2025\/09\/kvantni-racunalniki-300x157.jpg 300w, https:\/\/insajder.si\/wp-content\/uploads\/2025\/09\/kvantni-racunalniki-768x402.jpg 768w, https:\/\/insajder.si\/wp-content\/uploads\/2025\/09\/kvantni-racunalniki.jpg 1200w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\n<style>\n#image_13467597 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n<p data-start=\"655\" data-end=\"774\">\u00a0<\/p>\n<hr data-start=\"776\" data-end=\"779\" \/>\n<h2 data-start=\"781\" data-end=\"846\">Zakaj so kvantni ra\u010dunalniki odvisni od nove infrastrukture?<\/h2>\n<p data-start=\"848\" data-end=\"1022\">Za razliko od klasi\u010dnih polprevodnikov, ki jih poganjajo EUV litografija, spomini HBM in substrati ABF, <strong data-start=\"952\" data-end=\"975\">kvantni ra\u010dunalniki<\/strong> zahtevajo popolnoma druga\u010dno infrastrukturo:<\/p>\n<ul data-start=\"1023\" data-end=\"1129\">\n<li data-start=\"1023\" data-end=\"1055\">\n<p data-start=\"1025\" data-end=\"1055\">ekstremno nizke temperature,<\/p>\n<\/li>\n<li data-start=\"1056\" data-end=\"1091\">\n<p data-start=\"1058\" data-end=\"1091\">natan\u010dno kontrolno elektroniko,<\/p>\n<\/li>\n<li data-start=\"1092\" data-end=\"1129\">\n<p data-start=\"1094\" data-end=\"1129\">in redke izotope, kot je helij-3.<\/p>\n<\/li>\n<\/ul>\n<hr data-start=\"1131\" data-end=\"1134\" \/>\n<h2 data-start=\"1136\" data-end=\"1179\">Kriogenika: srce kvantnih ra\u010dunalnikov<\/h2>\n<p data-start=\"1181\" data-end=\"1323\"><strong data-start=\"1181\" data-end=\"1204\">Kvantni ra\u010dunalniki<\/strong> delujejo pri temperaturah blizu absolutne ni\u010dle. To omogo\u010dajo razred\u010devalni hladilniki in napredni kriogeni sistemi.<\/p>\n<ul data-start=\"1325\" data-end=\"1658\">\n<li data-start=\"1325\" data-end=\"1415\">\n<p data-start=\"1327\" data-end=\"1415\"><a href=\"https:\/\/bluefors.com\/\" target=\"_blank\" rel=\"noopener\"><strong data-start=\"1327\" data-end=\"1339\">Bluefors<\/strong><\/a> \u2013 vodilno zasebno finsko podjetje na podro\u010dju razred\u010devalnih hladilnikov.<\/p>\n<\/li>\n<li data-start=\"1416\" data-end=\"1530\">\n<p data-start=\"1418\" data-end=\"1530\"><a href=\"https:\/\/www.oxinst.com\/\" target=\"_blank\" rel=\"noopener\"><strong data-start=\"1418\" data-end=\"1452\">Oxford Instruments (LSE: OXIG)<\/strong><\/a> \u2013 javno podjetje iz Velike Britanije z dolgo tradicijo v znanstveni opremi.<\/p>\n<\/li>\n<li data-start=\"1531\" data-end=\"1658\">\n<p data-start=\"1533\" data-end=\"1658\"><a href=\"https:\/\/ionq.com\/\" target=\"_blank\" rel=\"noopener\"><strong data-start=\"1533\" data-end=\"1554\">IonQ (NYSE: IONQ)<\/strong><\/a> in <a href=\"https:\/\/www.rigetti.com\/\" target=\"_blank\" rel=\"noopener\"><strong data-start=\"1558\" data-end=\"1584\">Rigetti (NASDAQ: RGTI)<\/strong><\/a> \u2013 pionirja kvantnih procesorjev, ki razvijata lastne strojne platforme.<\/p>\n<\/li>\n<\/ul>\n<hr data-start=\"1660\" data-end=\"1663\" \/>\n<h2 data-start=\"1665\" data-end=\"1709\">Elektronika za nadzor kvantnih sistemov<\/h2>\n<p data-start=\"1711\" data-end=\"1899\">Za delovanje <strong data-start=\"1724\" data-end=\"1749\">kvantnih ra\u010dunalnikov<\/strong> so potrebni mikrovalovni signali in laserski sistemi z izjemno natan\u010dnostjo. To podro\u010dje je ekvivalentno programski opremi EDA pri klasi\u010dnih \u010dipih.<\/p>\n<ul data-start=\"1901\" data-end=\"2281\">\n<li data-start=\"1901\" data-end=\"1997\">\n<p data-start=\"1903\" data-end=\"1997\"><a href=\"https:\/\/www.keysight.com\/us\/en\/home.html\" target=\"_blank\" rel=\"noopener\"><strong data-start=\"1903\" data-end=\"1928\">Keysight (NYSE: KEYS)<\/strong><\/a> \u2013 ameri\u0161ki velikan, ki razvija celovite kvantne kontrolne sisteme.<\/p>\n<\/li>\n<li data-start=\"1998\" data-end=\"2110\">\n<p data-start=\"2000\" data-end=\"2110\"><a href=\"https:\/\/www.zhinst.com\/europe\/en\" target=\"_blank\" rel=\"noopener\"><strong data-start=\"2000\" data-end=\"2022\">Zurich Instruments<\/strong><\/a> (\u0160vica, del skupine Rohde &amp; Schwarz) \u2013 zlati standard za qubit kontrolno elektroniko.<\/p>\n<\/li>\n<li data-start=\"2111\" data-end=\"2198\">\n<p data-start=\"2113\" data-end=\"2198\"><a href=\"https:\/\/qblox.com\/\" target=\"_blank\" rel=\"noopener\"><strong data-start=\"2113\" data-end=\"2122\">Qblox<\/strong><\/a> (Nizozemska) \u2013 hitro rasto\u010di startup s modularnimi kontrolnimi re\u0161itvami.<\/p>\n<\/li>\n<li data-start=\"2199\" data-end=\"2281\">\n<p data-start=\"2201\" data-end=\"2281\"><a href=\"https:\/\/www.quantum-machines.co\/\" target=\"_blank\" rel=\"noopener\"><strong data-start=\"2201\" data-end=\"2221\">Quantum Machines<\/strong><\/a> (Izrael) \u2013 specializiran za FPGA nadzorne sisteme (OPX+).<\/p>\n<\/li>\n<\/ul>\n<hr data-start=\"2283\" data-end=\"2286\" \/>\n<h2 data-start=\"2288\" data-end=\"2338\">Helij-3: strate\u0161ki vir za kvantne ra\u010dunalnike<\/h2>\n<p data-start=\"2340\" data-end=\"2535\">Delovanje kriogenih hladilnikov temelji na redki izotopski obliki helija: <strong data-start=\"2414\" data-end=\"2425\">helij-3<\/strong>. Dobava tega plina je strate\u0161ko ob\u010dutljiva, saj nastaja predvsem pri razpadu tritija v jedrskih reaktorjih.<\/p>\n<ul data-start=\"2537\" data-end=\"2696\">\n<li data-start=\"2537\" data-end=\"2612\">\n<p data-start=\"2539\" data-end=\"2612\"><a href=\"https:\/\/www.airliquide.com\/\" target=\"_blank\" rel=\"noopener\"><strong data-start=\"2539\" data-end=\"2564\">Air Liquide (EPA: AI)<\/strong><\/a> \u2013 eden redkih komercialnih dobaviteljev He-3.<\/p>\n<\/li>\n<li data-start=\"2613\" data-end=\"2696\">\n<p data-start=\"2615\" data-end=\"2696\"><a href=\"https:\/\/www.linde.com\/\" target=\"_blank\" rel=\"noopener\"><strong data-start=\"2615\" data-end=\"2636\">Linde (NYSE: LIN)<\/strong><\/a> \u2013 globalni igralec pri plinih in infrastrukturi za helij.<\/p>\n<\/li>\n<\/ul>\n<hr data-start=\"2698\" data-end=\"2701\" \/>\n<h2 data-start=\"2703\" data-end=\"2762\">Zaklju\u010dek: kdo bodo monopolisti kvantnih ra\u010dunalnikov?<\/h2>\n<p data-start=\"2764\" data-end=\"2977\">Tako kot ima dana\u0161nja industrija umetne inteligence svoje nepogre\u0161ljive dobavitelje, bodo v prihodnosti imeli podobno vlogo <strong data-start=\"2888\" data-end=\"2974\">Bluefors, Oxford Instruments, Keysight, Zurich Instruments in dobavitelji helija-3<\/strong>.<\/p>\n<p data-start=\"2979\" data-end=\"3267\">Za vlagatelje so danes \u017ee dostopne delnice podjetij <strong data-start=\"3031\" data-end=\"3124\">Oxford Instruments (OXIG), IonQ (IONQ), Rigetti (RGTI), Keysight (KEYS), Air Liquide (AI)<\/strong> in <strong data-start=\"3128\" data-end=\"3143\">Linde (LIN)<\/strong>. S spremljanjem teh podjetij lahko pridobimo vpogled v prihodnjo infrastrukturo, ki bo poganjala <strong data-start=\"3241\" data-end=\"3264\">kvantne ra\u010dunalnike<\/strong>.<\/p>\n<a href=\"https:\/\/www.tradingview.com\/watchlists\/202466273\/\" class=\"button primary\"  >\n    <span>Tradingview portfolio<\/span>\n  <i class=\"icon-angle-right\" aria-hidden=\"true\" ><\/i><\/a>\n\n\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":12171,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[558],"tags":[685,521],"class_list":["post-12170","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analize-podjetij","tag-kvantni-racunalniki","tag-quantum"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Kvantni ra\u010dunalniki: prihodnji monopolisti v dobaviteljski verigi - 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