EXCLUSIVE: The Power Grid Is Where Value Is Emerging: Defiance ETFs CIO On Quantum Investing

Benzinga_recent_news02-04 23:36

Quantum computing is often framed as a far-off technological leap: powerful, promising, and perpetually "a few years away." But as artificial intelligence strains power grids and data centers push ...

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While quantum computers won't replace existing grid systems anytime soon, hybrid classical–quantum models are emerging as tools to optimize congestion, balance renewables, improve forecasting, and reduce waste.\n\"Quantum, especially hybrid classical–quantum models, could help optimize complex systems like power grids, manage congestion, balance renewables, and reduce waste,\" Jablonski said. \"It won't replace today's grids, but it can make them smarter and more efficient.\"\nSeveral companies held within QTUM are already collaborating with utilities and grid operators in pilot programs focused on forecasting, optimization, and system reliability. \"These are early steps, but they're real-world use cases, not just lab experiments,\" she added.\nFor investors, that helps explain why QTUM has delivered performance even as direct quantum revenue remains limited. \"Investors are being paid for infrastructure, tools, and enabling technology that already have strong businesses today and that will be critical for quantum tomorrow,\" Jablonski said. \"It is about participation in the companies building the foundation of the next computing era.\"\nThat positioning also differentiates QTUM from newer, narrower quantum ETFs that concentrate heavily on small, experimental firms. QTUM blends early-stage innovators with established semiconductor, cloud, and high-performance computing companies — a structure Jablonski says helps manage volatility.\n\"By not betting everything on one timeline or one company,\" she said, QTUM is diversified across hardware, software, and infrastructure, allowing performance to persist even if some parts of the quantum rollout move slower than expected.\nThe overlap between AI and quantum, often seen as thematic dilution, is instead a strength. \"AI and quantum are becoming intertwined — they often rely on the same chips, cloud platforms, and data centers,\" Jablonski said.\n\"AI data centers are massively energy-hungry, which makes grid efficiency more important than ever,\" she added. \"That actually strengthens the investment case for quantum optimization tools because smarter grids mean lower costs, fewer outages, and better management of energy demand.\"\nAs governments increase spending on grid resilience, advanced computing, and national security, interest in quantum-linked infrastructure is also becoming more institutional. Advisors and family offices are increasingly viewing quantum exposure less as a moonshot and more as a strategic extension of AI and semiconductor allocations.\nThe biggest misconception, Jablonski argues, is timing. \"That it is too early,\" she said. \"In reality, much of the value is being created right now in the tools, chips, and infrastructure that will make quantum possible — and QTUM is capturing that today.\"\nFor investors watching the intersection of energy, AI, and next-generation computing, the quantum story may be less about distant breakthroughs — and more about who's quietly powering the system in the meantime.\nImage: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608639598","isCrawlerRequest":true}