Technology

A specialized accelerator.

Quantum annealing is the only quantum modality industrially deployed at commercial scale today. SQT exploits this asymmetry: production-grade infrastructure wrapped in proprietary software IP, with a structural capacity position in Europe that cannot be replicated.

Why Annealing

Industrial today.
Not speculative tomorrow.

INDUSTRIAL-GRADE TODAY
Quantum Annealing

Purpose-built for combinatorial optimization via QUBO formulation. Operating continuously for years; billions of optimization runs executed. Native fit with hybrid classical-quantum workflows.

  • Embeds into existing IT / analytics pipelines
  • Measurable solution quality & convergence gains
  • Production-ready for finance, logistics, energy, scheduling
  • Classical fallback guaranteed — zero downside
UNIVERSAL BUT PRE-INDUSTRIAL
Gate-Based Quantum

Universal computation with broader theoretical applicability, but constrained by error rates, circuit depth, and hardware scalability. Most real-world use cases remain experimental.

  • Requires fault-tolerance milestones not yet achieved
  • Commercial value depends on future breakthroughs
  • Longer time-to-industrial-value
  • Higher speculative risk profile
Strategic Partnership

The D-Wave Agreement
in full detail.

Executed October 13, 2025. Five years. Ten million euros. The foundational contract that makes SQT — and not any other European entity — the for-profit commercial channel to industrial quantum annealing.

Hosted System Agreement · Order Form
D-Wave Quantum Services Europe Ltd.
● Executed
Effective Date
Oct 13, 2025
Term
5 years
Total Fees
€10,000,000
Schedule
5 × €2M / year
Pre-Release Access
28 hrs / month
Post-Release Access
284 hrs / month
System Share
~50% capacity
Downtime Cap
≤ 5% / month
Authorized Uses
EU non-profits + SQT for-profit
Purchase Option
€25M full system
Option Capacity
568 hrs / mo · 100%
Governing Law
Ireland · Dublin courts
▲ EXCLUSIVE CHANNEL

Sole European for-profit reseller of D-Wave Leap.

No other European entity holds equivalent reseller rights. The contract grants SQT the right to render compensated services to for-profit entities using the Leap service — a structurally scarce commercial position.

▲ IMMEDIATE CAPACITY

Meaningful scale from day one.

Post-release access of 284 hours per month equals roughly half of a full D-Wave Advantage system. No waiting for hardware build-out. No multi-year delivery dependency. The infrastructure is operating.

▲ EXPANSION LEVER

€25M option unlocks full capacity.

A milestone-triggered exercise of the €25M purchase option doubles compute capacity to 568 hrs/month and transfers full system ownership plus a 5-year support extension. Controlled, data-driven expansion.

▲ PREDICTABLE COST BASE

€2M annual fixed floor.

Fixed €2M annual commitment enables transparent unit economics and clean break-even modeling. Revenue above the fixed floor flows to margin at scale — the software attach layer is the operating-leverage multiplier.

Roadmap

24–36 months to
multi-vertical scale.

The technology roadmap is phased against capital deployment and commercial milestones. TRL progression is anchored to real customer workloads — not laboratory benchmarks.

Phase 1 · 0–12 months

Portfolio CH Beta Stabilization

QUBO engine stabilization and embedding-efficiency optimization. Reverse annealing exploitation for convergence quality. Enterprise-grade APIs and first certified benchmark with a financial partner.

TRL 6–7 · First institutional pilots
Phase 2 · 12–24 months

Multi-Vertical Expansion

Energy trading optimization, grid balancing, commodity risk management. Supply chain combinatorial optimization. Modular QUBO library. Multi-client SaaS deployment architecture.

TRL 7–8 · Paid enterprise contracts in three verticals
Phase 3 · 24–36 months

Advanced Research Productization

Dynamic time-dependent QUBO models. Risk surface topology mapping. Quantum-enhanced robustness analysis. Stochastic scenario embedding. Cross-sector industrial contracts at scale.

Productization · Revenue trajectory toward $100M by 2030
Why The Window Is Narrow

Supply cannot scale.
Pricing reflects it.

DEMAND
Production, not experimentation.

Enterprise workloads have shifted from lab curiosity to production-grade optimization. Finance, pharma, energy, and logistics all have live pipelines. TAM of €2.5–3.0B annually.

SUPPLY
No horizontal scaling.

Each additional QPU requires specialized cryogenic infrastructure, 18-month lead times, and hundreds of millions in capital. Unlike classical HPC, quantum compute does not commoditize.

PRICING
Scarcity premium, not marginal cost.

Commercial D-Wave Leap capacity currently clears near €4,000 per hour — driven by scarcity, not by the economics of compute. The first-mover window with contracted capacity is measured in years, not decades.

Next

See how Portfolio CH industrializes the platform.

Portfolio CH Investor Thesis