Firgun Ventures Insight
The EU's Deep Quantum Divide
Dr. Kris Naudts, Zeynep Koruturk, and Donald Harmitt
The European Union (EU) and its member states have committed over €11 billion in public quantum funding in the five years to 2025. The Quantum Europe Strategy, adopted in mid-2025 to position the EU as a global leader in quantum by 2030, was meant to turn that funding into a sovereign quantum ecosystem. Nonetheless, the legislative follow-through has slipped. The Quantum Act proposal, due in the second quarter of 2026, which aims to accelerate research, development, and industrial deployment of quantum technologies across the EU, is still unpublished with agreement targeted for the third quarter of 2027. The delay is noteworthy because the primary risk is internal, as the coming decade's gains could accrue to a few member states, widening the gap between the EU's quantum leaders and laggards. Whether the eventual law narrows that gap or entrenches it matters to the leaders as much as to the countries left behind. This matters most immediately because quantum vulnerability punishes networks for their weakest members. For now, the progress is coming from infrastructure, as the EU's EuroHPC centres plug quantum machines into shared supercomputers, a hybrid computing approach the future Quantum Act would reinforce.
Germany, France And The UK Lead Europe's Quantum Race For Different Reasons
Quantum leadership can be measured in many ways. On the hardest measures to argue with, expenditure and patent volume, the EPO and OECD study Mapping the Global Quantum Ecosystem puts Germany, France, and the UK in front. Germany combines state and entrepreneurial approaches, France is the most state-directed, and the UK, though outside the EU, the most entrepreneurial. All three pull in capital and talent on a scale most of the continent cannot match. Germany's DLR Quantum Computing Initiative reports 17 hardware projects under a €740 million ($800 million) programme directing around 80% of funds into industry. France added €1 billion ($1.1 billion) in May 2026 and backed five
hardware developers, Alice & Bob and Pasqal among them, through PROQCIMA, targeting 1,024 sovereign logical qubits by 2032. The UK has committed £2.5 billion ($3.2 billion) between 2024 and 2034, added up to £2 billion in 2026, and attracts more disclosed private investment than any European peer. No single model has produced a clear frontrunner, nor is it realistic to replicate these approaches for member states lagging behind.
The Second Tier Competes Through Coordination and Specialisation, Led By The Netherlands and Denmark
Quantum leadership is not simply a contest of headline budgets, as the countries gaining ground on the leaders are those turning capital into coordinated institutions, shared infrastructure and investable companies. In terms of sheer size, Spain has most recently bet big, setting an indicative €808 million ($930 million) budget behind its Quantum Technologies Strategy for 2025 to 2030. Despite this, the Netherlands and Denmark are emerging as the leaders in this group. The Netherlands has spent €615 million ($709 million) on coordination, binding five hubs from Delft to Amsterdam into a single ecosystem through Quantum Delta NL. That coordination is beginning to show, as Dutch quantum startups reached 29 in 2025, while annual private investment rose from €10 million ($12 million) in 2019 to €160 million ($187 million) in 2025.
Meanwhile, Denmark has mobilised capital at scale, with DKK 1.2 billion ($187 million) of government funding under its national quantum strategy, bolstered by deep philanthropic backing. The Novo Nordisk Foundation has committed DKK 1.5 billion ($234 million) to a 12-year Niels Bohr Institute programme targeting a full-scale machine by 2033. This initiative, in collaboration with state fund EIFO, is investing €80 million ($93 million) in Magne, a 50-logical-qubit system due in Copenhagen in 2027.
Other regions have built more selectively. Finland has put its weight behind manufacturing, where VTT and IQM operate a 50-qubit system with 150-qubit and 300-qubit machines contracted for delivery through 2027. Switzerland, outside the EU, has backed people over budgets, allocating CHF 82.1 million ($100 million) to its national Swiss Quantum Initiative for 2025 to 2028. ETH Zurich, a renowned research university in Zurich, alone gathers more than 600 quantum researchers, and its hardware hub with the Paul Scherrer Institut (PSI) produces spin-outs such as ZuriQ, a trapped-ion company in the Firgun Ventures portfolio. None of these countries trumps the leaders on spending or patents, but each holds a position the rest of the EU would struggle to replace. However, this advantage starts to thin towards the Union's eastern and southern edges.
A Remaining Group Risks Becoming Quantum Deserts
There is a final group towards the Union's eastern and southern edges where the divide becomes harder to ignore. Malta and Estonia are illustrative examples. Neither has a dedicated national quantum strategy programme in place, and both have comparatively limited domestic ecosystems. Malta is perhaps the clearest case, given its visible activity remains concentrated around European projects such as PRISM, the seven-partner EuroQCI consortium that built a country-wide communications testbed before concluding in July 2026. The country’s 2026 roadmap points to EU-funded projects rather than a substantial sovereign programme across computing, sensing and commercialisation. Estonia is more striking since it is one of the EU’s most digitally sophisticated economies, yet has no government-level quantum strategy either. Estonia’s quantum activity is focused largely on areas such as quantum communications and preparing its digital infrastructure for quantum-era security.
It is here where the real concern sits: can such countries ever catch up as talent, capital and companies increasingly cluster elsewhere? The EU itself acknowledges that its ecosystem remains fragmented and plans to address this by expanding quantum competence clusters across the Union. The EU can afford concentrated excellence but it certainly cannot afford quantum deserts, especially in cryptography.
The EU's Quantum Laggards Are Focusing On Communications, Not (Yet?) Computing
The EU expects every member state to begin migrating to post-quantum cryptography by the end of 2026, in light of the Q-Day threat when quantum computers become powerful enough to break standard public-key encryption. This makes Estonia and other third-tier countries’ communications focus better timed than it first appears. Cyber-resilience, unlike computing advantage, depends on the weakest participants, because a bank or government can migrate its own cryptography yet remain exposed through suppliers, medical devices, and cross-border systems, so supporting the laggards' readiness would be closer to insurance than generosity. That explains why the Union's lower-capability members have concentrated within this domain, alongside quantum communication being a lower barrier to entry than its computing peer. An example of this is Croatia, which has experimentally linked eight Zagreb sites with domestic quantum communication infrastructure, an achievement still far from a computing ecosystem spanning hardware, software, companies, and industrial users.
The Delayed Quantum Act Has Not Yet Chosen Between Going Wide And Going Tall
The question the delayed Act has postponed is where capabilities should sit, between going tall, concentrating investment in high-performing hubs, and going wide, distributing capability across all member states. This distinction is discussed in Ayda Gercek and Zeki Seskir's Navigating the Quantum Divide(s). The indecision is evident through official policy, as the Commission argues that “fragmentation creates duplication and competition for scarce talent”, while promising to spread benefits and competence clusters across the Union. The EU’s Quantum Flagship strategic agenda notes the ‘persistent imbalance’, with excellent researchers based in ‘widening countries’, yet often absent from major EU projects.
Characterising the leaders as a bloc seeking to capture EU investment for themselves overstates the case. The Netherlands' 2026 position paper on the Act, for example, backs shared scalable facilities and domain-focused hubs across member states. But regional clustering concentrates knowledge. France, Germany, and the Netherlands awarded more than €30 million ($33 million) through a trilateral innovation call in May 2025, deepening expertise among leaders faster than followers. Talent flows amplify the effect, because the quantum workforce is small, largely academic, and split across modalities. As a result, a lagging region that loses a handful of senior specialists can see a national programme falter, an outcome the pending Quantum Act can aim to reverse.
EuroHPC's Hybrid Model Appears To Be The EU's Initial Answer To The Quantum Divide
While the legislation stalls, the EU's infrastructure programme gives an interim answer. Its computing strategy centres on a hybrid model that embeds quantum processors into the supercomputers of EuroHPC, the joint EU and member state body that funds the EU’s high-performance computing. Six systems have been integrated across Poland, the Czech Republic, Germany, France, Spain, and Italy, with a Luxembourg procurement launched in July 2026. With the machines serving users continent-wide and co-financing favouring states able to match funds and run facilities, hosting hardware does not automatically move a country up a tier.
That model of shared facilities with continent-wide access is currently the only workable compromise between concentration and inclusion. The Quantum Act proposal will reveal whether the EU intends to use this template to build a sovereign quantum ecosystem. In a race against the US and China, the EU's competitiveness will be set by its strongest players, but its security, and much of its credibility as a Union, will still travel at the speed of its slowest members, and that speed simply cannot be zero.
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