QUBT
Published on 05/14/2026 at 02:26 pm EDT
Investor Presentation NASDAQ: QUBT
May 2026
3
© Quantum Computing Inc.
QCi is a leading nonlinear quantum optics and integrated photonics public company and among the first to introduce nonlinear nanophotonics products to market
© Quantum Computing Inc.
Global Photonic Integrated
Circuit (PIC) Market1
$86.44B
Expected Market Size in 2034
20.8%
Expected CAGR 2026- 2034
$17.36B
Market Size in 2025
1. Fortune Business Insights, March 2026 4
Why photons?
As the demand for faster and more efficient data processing grows,
photonics will be a critical component of future technological advancements
High-bandwidth & fast processing
Data over distances
Low energy consumption
Precision & sensing
Miniaturization & scalability
All At Room Temperature
Photonics enables the mass production of quantum hardware by adapting standard semiconductor foundry processes
5
© Quantum Computing Inc.
Our advantage
Size, Weight, Power, and Cost (SWaP-C)
Multi-material photonics platforms (TFLN + III-V)
In-house thin-film lithium niobate foundry
Positioned for adoption across defense, telecom, sensing, finance, and AI
We are leaders in integrated quantum and photonic systems
Sub-system level
Dirac, Symmetry, Vibrometer,
System level solutions
Turn-key solution provider based on various technology verticals
Quantum sensors, Swept lasers Module
Chips
TFLN · InP · GaAs · Hybrid Photonics lasers, modulators, detectors, amplifiers, PPLNs, photonic integrated circuits
QRNG, SPDC, single mode and pump lasers, tunable lasers and photodetectors, integrated photonic modules
Services
Foundry (TFLN), Private label photonics and OEM manufacturing, Custom design, R&D, NRE.
6
© Quantum Computing Inc.
Recent milestones and
operational focus • Deepening commercial and government relationships
Acquired Luminar Semiconductor, representing a significant milestone in our strategy to build a vertically integrated, product-driven photonics and quantum technology platform
Raised Since Nov. 2024
Significant capital commitments from institutional investors underscore confidence in QCi's technology roadmap, manufacturing strategy, and long-term growth vision
© 2018-2024 Quantum Computing Inc.
© Quantum Computing Inc.
Acquired NuCrypt, helping to establish quantum communications as an important commercialization vertical within our broader quantum technology strategy
Announced that NeuraWave, our recently debuted next-generation photonic reservoir computing platform, is now deployment-ready
Placed a Dirac-3 quantum optimization machine on Quantum Corridor's network, a multi-state quantum-safe commercial communication network in North America
Ramping up small-batch manufacturing at our Quantum Photonic Chip Foundry while commencing planning for Fab 2, a second, larger facility designed to support higher-volume production in the coming years
Investing in top talent across engineering, research and production to support growth and execution
7
Acquired Capabilities Across Four Subsidiaries
Freedom Photonics
Location
EM4 Optogration
Location Location
NuCrypt
Location
Santa Barbara, CA
Facility:
>21,000 sq. ft. internal leading-edge R&D and manufacturing facility
ISO9001 Certified
Capabilities:
Provides unique photonic components, modules and subsystems:
Recognized for world-class semiconductor laser technology
~25 patents issued/pending
© Quantum Computing Inc.
Bedford, MA
Facility:
19,332 sq. ft facility, ISO 9001:2015 certified
Class 10,000 certified
humidity-controlled clean room area with ESD-compliant practices
Capabilities:
A complete photonic and fiber-optic module and subsystem design & manufacturing solutions provider
Major supplier to the US ITAR programs and European Defense/ Space markets
Boston, MA and Princeton, NJ
Facilities:
23,600 sq. ft
Wafer fab in Boston
Design, assembly, testing, and low-volume component production in Princeton
Capabilities:
High-performance SWIR photodetector technology
Broad InP detector and integration technology
Strong focus on avalanche
photodiodes (APDs)
Robust existing business in detector bare die
Park Ridge, IL
Facility:
1,700 sq. ft (+3,200) R&D and engineering site focused on photonics and quantum communications
Supports prototyping, integration, and customer-facing development
Capabilities:
Quantum optical systems
Advanced photonic/laser technologies for lab and OEM applications
Secure communications
Integrated system design across optics, electronics, and quantum tech
8
8
What differentiates QCi's Technology
Quantum That Works. Today. Commercial. Scalable. Available.
Nonlinear Nanophotonics
Enable efficient and practical information processing overcoming inherent limitations of electronics
Key essential ingredient for scalable quantum computing at room temperature
Efficient and fast AI/ML architectures using hybrid digital-photonic neural networks
Proprietary technology: single-photon nonlinearity; quantum Zeno gates and open system QIS
HD Time Freq. QIS
Essential for building scalable systems and extending information capacity beyond geometric constraints that plague most of our competitors
Robust and stable device for plug-n-play deployment
Significantly enhances range, accuracy, and sensitivity in remote sensing
Enables high-speed quantum communication & robust quantum cybersecurity solutions
TFLN PICs
Ideal material to for hosting quantum photonics: transparent, CMOS compatible, manufacturable, highly nonlinear, efficient EO, and low noise
Our own TFLN fab allows to quickly iterate prototypes, generate IP, and afford a mechanism for safeguarding our competitive advantage
High external demand
Pioneering Photonics
Decades of tech innovation in laser and detection industry
Leading engineering and manufacturing in optical packaging and testing
Pioneering commercialization in quantum communication
9
© 2018-2025 Quantum Computing Inc.
Core technology
platforms
High Performance Computing
Quantum optimization machines for binary and integer optimization
Reservoir computers for directed AI
Server compatible room temperature operation
Ultra low power
Comprehensive roadmap to scalability
Sensing and Imaging
Single and few photon sensing and imaging capability
Proprietary methods to extract phase information from light using temporal gating and quantum mode projection
Variety of civilian and defense applications
Secure Communications
Quantum authentication
hardware
Quantum random number generation hardware
Discrete components for the quantum internet
© Quantum Computing Inc.
Dirac-3
Entropy quantum computer
Remote Sensing Platform
LiDAR-based applications
Quantum Secure Solution
Cybersecurity and authentication
10
Solving real world problems with one quantum solution
Our technology and products show promise for applications across multiple verticals and cross-cutting domains
Financial Services
Energy Management
Autonomous Vehicle
Molecular Modeling
Supply Chain
Defense
Healthcare
© 2018-2025 Quantum Computing Inc. 11
WHAT WE MAKE APPLICATIONS
Thin film lithium niobate (TFLN) chips for photonic interconnects, optical
information processing, and quantum devices.
Foundry services
Low loss TFLN photonic integrated circuits
Passive devices (Microring filters, buffers, etc.)
Linear devices
(EOMs, switches, Interferometer)
A novel material that we believe will become "the silicon of the future"
Non-linear devices
(PPLN waveguides and microrings)
12
© Quantum Computing Inc.
Foundry Services
QCi Foundry is a dedicated TFLN foundry aimed at offering design, prototyping, and packaging services to those who have outgrown a lab-fab but are not yet manufacturing at large scale.
Capabilities:
Full suite of nanofabrication and inspection tools
Multiphysics simulation
In-house design services
Dicing and prototype packaging
13
© Quantum Computing Inc.
First U.S.-Based TFLN Foundry, Opened in Q1 2025
The fab enables components and integrated circuits for electro-optic modulators, frequency converters & photonic integrated circuits (PICs)
Unmatched Capabilities
The only U.S. company capable of making nonlinear optical circuits on chip; This unique capability positions QCi to meet the growing demand across AI, sensing, and quantum markets
Quick Iteration: Essential to win the race of scalable manufacturing
In-house expertise and manufacturing allows QCi to significantly accelerate the tech R&D and manufacturing engineering circles; QCi is in a "Goldilocks" position to capture and grow significant market share
Fab 2 Planning Initiated
Fab 2 now in early planning, designed to support higher-volume production and extend QCi's long-
term manufacturing capacity
14
Early mover advantage in TFLN
© Quantum Computing Inc.
Miniaturization
Photonic circuits integrated into PCIe card
Technology Innovation → Volume
© 2018-2024 Quantum Computing Inc.
Production 15
Long-term
vision
Co-designed quantum-digital-
analog integrated circuits for volume production
In-house nanophotonic chip manufacturing and optical subassembly
OEM of quantum machines and subsystems
Tier 1 manufacturer of quantum chips
© Quantum Computing Inc.
Vision 2032: Integrating Photonic Chips into Multiple Products
Quantum Intelligent Sensing Module (QiSM)
Quantum sensing + data processing onboard
Single photon lidar & vibrometer, quantum enhanced spectroscopy, entanglement enhanced/noise resilient sensing
Quantum Cyber Module (QCM)
Quantum authentication & encryption, quantum PUF & quantum random number generation
One module, rapidly reconfigurable for multiple utilities
Quantum Processing Unit (QPU)
NP-hard problem solver for optimization, simulation & differential equations
Quantum open systems, gate based
Photonic Intelligent Unit (PIU)
Intense computation offload (nonlinear kernel, extreme parallelism, spiking NN); direct optical signal processing
Reconfigurable, analog, hybrid, superior to GPU and DSP
16
© Quantum Computing Inc.
Our partners
We are proud to work with a growing number of government agencies, scientific institutions and industry leaders as we advance our hardware solutions from conception to deployment
NASA
17
© Quantum Computing Inc.
Partnership spotlight
Engagement: Awarded 7 Grants
Lidar snow depth evaluation
QCi continues to support NASA's
goal of lowering the cost of
spaceborne missions and to obtain more precise data to better understand the effects of global warming.
© Quantum Computing Inc.
Solar background noise reduction
Accurate measurement of air particulates
4.
Solar noise removal from spectral mapping in lower earth orbit
5.
Cost-efficient quantum enhancement of atmospheric lidar imaging
6.
Quantum-enabled phase unwrapping of interferometric radar data using Dirac-3
7. Solar noise reduction in spaceborne lidar data using Dirac-3
18
Where we started
operational scale
Innovation in non-linear optics and quantum optimization
LSI and NuCrypt join QCi
Able to provide short-term value through foundry services, and to build the components necessary for scalable quantum technology
Where we are going
Quantum into the hands of a billion people
Time
Next steps
Scale our team to accelerate execution
Advance R&D for miniaturization, energy efficiency, and next-generation integrated photonics
Continue expanding Dirac-3 cloud availability to support researchers, developers, and enterprise users
Convert a growing pipeline of commercial and government engagements into recurring revenue
Strengthen fabrication capabilities by refining Fab 1 operations and advancing planning for Fab 2
Deploy capital to drive both organic growth and targeted inorganic opportunities (M&A) that enhance our roadmap
20
© Quantum Computing Inc.
Disclaimer
Quantum Computing Inc. published this content on May 14, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 14, 2026 at 18:25 UTC.