Video by FINOS via YouTube
In this edition of our special bi-weekly FINOS Zenith / Emerging Technologies SIG highlight, Peter Smulovics (Distinguished Engineer at Morgan Stanley and FINOS Zenith Lead) delivers a comprehensive breakdown of the major shifts reshaping deep tech. Peter explores why artificial intelligence has transitioned from a standalone category into the primary horizontal layer powering quantum fault tolerance, spatial interfaces, physical robotics, and fusion energy.
🗽 Catch Peter Smulovics Live in New York! Ready to explore the bleeding edge of enterprise technology and open-source financial engineering? Join Peter and global technology leaders at OSFF New York on November 4–5, 2026.
🎟️ Register Now: https://hubs.ly/Q04n_bZL0
🔥 20% OFF DISCOUNT CODE: 26YTOSFFNY20C
🕒 Timestamps:
0:00 Introduction: AI as the Universal Horizontal Enabling Layer
1:15 Quantum Computing Shift: Moving from Physical Qubits to Fault-Tolerant Logical Units
1:55 Commercial Quantum Moats: IBM’s $10B Commitment & Microsoft’s Majorana 2 Lifetimes
2:45 Accelerating Post-Quantum Cryptography Migration Targets to 2028–2029
3:10 Quantinuum’s IPO, Non-Abelian Anyons & Protected Universal Gates
4:10 QuEra’s Fault-Tolerance Roadmap & D-Wave’s Gate Model Transition
5:05 Spatial Computing Evolution: Snap Ambria Specs, Qualcomm Reality Elite & TART
6:40 Enterprise Spatial Upgrades: Apple visionOS 27 & Meta Luxottica Smart Glasses
8:00 Orbital Infrastructure: Space Tech Commercialization & Artemis Timelines
8:50 Physical AI & Industrial Robotics: NVIDIA Halos, BMW Figure 03 Deployment & Jetson Thor
10:50 Photonic AI Accelerators: Running Generative Models on Optical Chips
11:15 Energy Infrastructure: US DOE Fusion Roadmap & Microreactor Criticality Milestones
12:30 Brain-Computer Interfaces: Paradromics BCI Feasibility & Medtech Innovations
📊 The Paradigm Shift: AI as the Horizontal Enabling Layer
The definition of "emerging technology" has fundamentally inverted. Artificial intelligence is no longer viewed as a isolated software vertical; rather, it has become the underlying operational layer enabling rapid iteration across quantum error correction, spatial computing platforms, physical robotics, and orbital manufacturing.
🏗️ Key Technological Breakthroughs Analyzed:Logical Quantum Computing:
The industry has moved away from physical qubit vanity metrics toward fault-tolerant architectures, topological anyon gate protection, and accelerating post-quantum cryptography (PQC) deadlines to 2028–2029. Ambient Spatial Computing: Heavy VR headsets are giving way to AI-native smart glasses, cross-compiler spatial platforms, and advanced lighting/splatting spatial rendering engines. Physical AI & Autonomous Hardware: Full-stack safety frameworks (such as NVIDIA Halos) and Jetson architectures are driving humanoids (like Figure 03) directly into automated automotive manufacturing plants.
⚙️ Why This Matters for Financial EngineeringCryptographic Agility:
Hyper-scalers accelerating PQC targets to 2028 require financial systems to immediately audit and upgrade legacy encryption standards. Spatial & Physical Operations: Integrating ambient spatial interfaces and AI-native hardware expands the operational boundary for risk management, quantitative trading setups, and physical asset tracking.
🌐 More about FINOS: https://www.finos.org/
📧 Join our newsletter: https://www.finos.org/sign-up
🎙️ Listen to our Open Source in Finance Podcast:
https://www.youtube.com/@FINOS/podcastsLinkedIn:
https://www.linkedin.com/company/finosfoundation
#finos #OSFFNewYork #MorganStanley #ZenithProject #EmergingTech #QuantumComputing #PostQuantumCryptography #SpatialComputing #PhysicalAI #Robotics #DeepTech