New Delhi, March 17 -- The investment narrative of the mid-2020s has been defined by a singular obsession with Artificial Intelligence. However, as we cross into 2026, the AI boom is colliding with two inescapable physical realities: the "Compute Wall" and a global Energy Crisis. Traditional silicon-based transistors, now shrinking toward the size of a single atom, have reached a threshold where heat dissipation and energy leakage make further classical scaling functionally impossible.

In this environment, Quantum Computing has moved from the laboratory to the balance sheet. We are witnessing a transition from the "Noisy" (NISQ) era to Error-Corrected Logical Qubits, where systems can finally solve the massive optimisation, chemistry, an...