Arqit quantum-safe keys now available pre-installed for Confidential Compute on Intel-based NetSec Cards
Rhea-AI Summary
Arqit (NASDAQ: ARQQ) announced that its quantum-safe encryption software is now available pre-installed inside an Intel TDX trusted execution environment on Intel NetSec Accelerator Reference Design-based cards, enabling confidential compute for trusted workloads, networks, and agents.
The solution creates on-demand, non‑stored quantum-safe keys consumed inside the TEE, protects data at line speed with hardware acceleration, and targets telecom and critical national infrastructure use cases. Arqit and Intel will demonstrate the technology at MWC Barcelona 2026 starting March 2, 2026.
Positive
- Pre-installed quantum-safe software on Intel TDX NetSec accelerator cards
- Line-speed hardware-accelerated quantum-safe keys for data in transit and in process
- Targeted telco and critical infrastructure use cases enabling NaaS and high-speed IPSec VPNs
Negative
- No commercial terms or pricing disclosed for pre-installed solutions
- Dependency on Intel TDX platform for the trusted execution environment
News Market Reaction – ARQQ
On the day this news was published, ARQQ gained 7.09%, reflecting a notable positive market reaction. Argus tracked a peak move of +9.6% during that session. Our momentum scanner triggered 9 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $18M to the company's valuation, bringing the market cap to $275M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
ARQQ was down 3.44% while only one peer in the momentum scan, BLZE, showed notable downside at -4.81%. Other software infrastructure peers were modestly negative, pointing to a largely stock-specific move rather than a broad sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 19 | Telco integration news | Positive | -0.4% | Integration with 6WIND to deliver quantum-safe IPsec VPN services via telcos. |
| Jan 22 | Product launch | Positive | +1.6% | Launch of Encryption Intelligence for automated discovery and PQC migration. |
| Dec 09 | Full-year earnings | Neutral | +0.0% | Reported FY 2025 revenue of $530,000 and detailed costs and cash balance. |
| Dec 03 | Network POC result | Positive | +7.1% | Successful quantum-resistant encryption POC with Sparkle at optical transport layer. |
| Dec 01 | Earnings call notice | Neutral | -7.3% | Scheduled fiscal 2025 results conference call and webcast details. |
Product and partnership news has often led to modest or mixed next-day moves, with one prior network-security POC showing a stronger positive reaction.
Over the last few months Arqit has focused on commercialising its quantum-safe encryption stack through telco and infrastructure partnerships. On Dec 3, 2025, a proof of concept with Sparkle around quantum‑resistant optical transport coincided with a 7.11% gain. A new Encryption Intelligence product launch on Jan 22, 2026 saw a milder 1.56% rise. Other news, including the Feb 19, 2026 6WIND integration and fiscal 2025 results reported revenue of $530,000, drew flat to negative reactions, indicating uneven market conviction around commercialization progress.
Regulatory & Risk Context
An effective Form F-3/A shelf amendment dated 2026-01-23 modifies previously registered unsold securities under Rule 415(a)(6), allowing Arqit, as an emerging growth company, to offer securities on a delayed or continuous basis.
Market Pulse Summary
The stock moved +7.1% in the session following this news. A strong positive reaction aligns with Arqit’s pattern of occasional outsized moves on network-security milestones, such as the 7.11% gain after the Sparkle proof of concept. This announcement deepens integration with Intel’s confidential computing stack for telcos and critical infrastructure, reinforcing a commercialization story that has coexisted with modest $530,000 FY 2025 revenue. Investors would need to weigh enthusiasm for strategic partnerships against execution, revenue scale, and ongoing operating cost levels.
Key Terms
intel tdx technical
trusted execution environment technical
virtual machines technical
ipsec vpns technical
network-as-a-service technical
naas technical
AI-generated analysis. Not financial advice.
LONDON, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Arqit Quantum Inc. (NASDAQ: ARQQ, ARQQW) (“Arqit”), a global leader in quantum-safe encryption, today announced the availability of its encryption software pre-installed inside an Intel Trust Domain Extensions (Intel TDX) trusted execution environment (TEE) on Intel NetSec Accelerator Reference Design-based accelerator cards. The result is confidential compute: trusted workloads, trusted networks, and trusted agents, even in shared or hostile environments.
Interested customers can enable quantum-safe confidential computing by contacting Arqit.
Intel TDX provides hardware‑enforced isolation of virtual machines (VMs) and containers to protect data during processing on 4th Gen Intel Xeon Scalable processor and onwards. Arqit’s software generates quantum‑safe encryption keys which are created on demand and consumed within the TEE created by Intel TDX, separating workloads in multi-tenant environments and from cloud operators. The keys are never stored or exchanged, and Arqit’s cryptography provides security now and against future threats, even a quantum computer. Every data packet can now be protected with quantum-safe keys by default, at line speed, utilising hardware-accelerated technology, from cloud to edge.
Enabling new high-growth security services for telecom operators and critical national infrastructure
This development supports a wide range of telecom and critical communications infrastructure use cases, allowing service providers to deploy advanced security capabilities for existing and new offerings, including:
- Data sovereignty regardless of cloud or AI provider geography
- Quantum-safe data in transit and in process
- Secure Network-as-a-Service (NaaS)
- High-speed quantum safe IPSec VPNs without latency
By embracing these capabilities, Telcos can differentiate their services and build new revenue streams while meeting the rising demand for post-quantum security and protecting ever more valuable digital assets by confidential computing across connected industries.
“Your data already outlives your cryptography”, said Scott Alexander, Chief Product Officer at Arqit. “Regulators and customers expect crypto agility today; quantum-safe trust across confidential compute and edge networks is how you secure and future-proof your data and communications.”
“Intel's market-leading security, built directly into our processors, provides the foundation for quantum-safe encryption in Arqit's solutions. Together, we are helping to establish unbreachable security as the standard for telco, government, and enterprise deployments,” said Cristina Rodriguez, VP and General Manager of Intel Network & Edge Group.
Arqit and Intel will demonstrate this technology at MWC Barcelona 2026, replicating a customer’s on-prem environment and showcasing a cost-effective, efficient, and scalable confidential compute solution. Network security is no longer “fast encryption” – it is “fast and quantum-safe encryption”, reducing business risk.
Come and see the demo at the Intel booth, Hall 3, 3E31 at MWC Barcelona 2026 starting on March 2, 2026
©Intel, the Intel logo and other Intel marks are trademarks of Intel Corporation or its subsidiaries.
About Arqit
Arqit Quantum Inc. (Nasdaq: ARQQ, ARQQW) secures the world’s most critical data with quantum-safe encryption software. Simple, scalable, and compliant, its products integrate with existing infrastructure, and requires no rip and replace of hardware.
Arqit provides a complete “Detect, Protect, Comply” solution for governments and enterprises that detects and inventories cryptographic assets, protects data, ensures compliance, and safeguards transition to the post-quantum era.
Arqit’s primary product offerings are Encryption Intelligence and NetworkSecure™. Encryption Intelligence detects cryptographic exposure, identifies vulnerabilities, and maps dependencies. NetworkSecure™ protects data in transit with provably secure post-quantum cryptography and contributes to establishment of confidential compute environments for complete data sovereignty.
Arqit is an IDC Innovator for Post-Quantum Cryptography (2024) and a multi-award-winner in quantum-safe security. For more information, visit www.arqitgroup.com
Media relations enquiries:
Arqit: pr@arqit.uk
Investor relations enquiries:
Arqit: investorrelations@arqit.uk
Caution About Forward-Looking Statements
This communication includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical facts, may be forward-looking statements. These forward-looking statements are based on Arqit’s expectations and beliefs concerning future events and involve risks and uncertainties that may cause actual results to differ materially from current expectations. These factors are difficult to predict accurately and may be beyond Arqit’s control. Forward-looking statements in this communication or elsewhere speak only as of the date made. New uncertainties and risks arise from time to time, and it is impossible for Arqit to predict these events or how they may affect it. Except as required by law, Arqit does not have any duty to, and does not intend to, update or revise the forward-looking statements in this communication or elsewhere after the date this communication is issued. In light of these risks and uncertainties, investors should keep in mind that results, events or developments discussed in any forward-looking statement made in this communication may not occur. Uncertainties and risk factors that could affect Arqit’s future performance and cause results to differ from the forward-looking statements in this release include, but are not limited to: (i) the outcome of any legal proceedings that may be instituted against Arqit, (ii) the ability to maintain the listing of Arqit’s securities on a national securities exchange, (iii) changes in the competitive and regulated industries in which Arqit operates, variations in operating performance across competitors and changes in laws and regulations affecting Arqit’s business, (iv) the ability to implement business plans, forecasts, and other expectations, and identify and realise additional opportunities, (v) the potential inability of Arqit to successfully deliver its operational technology, (vi) the risk of interruption or failure of Arqit’s information technology and communications system, (vii) the enforceability of Arqit’s intellectual property, (viii) market and other conditions, and (ix) other risks and uncertainties set forth in the sections entitled “Risk Factors” and “Cautionary Note Regarding Forward-Looking Statements” in Arqit’s annual report on Form 20-F (the “Form 20-F”), filed with the U.S. Securities and Exchange Commission (the “SEC”) on 9 December 2025 and in subsequent filings with the SEC. While the list of factors discussed above and in the Form 20-F and other SEC filings are considered representative, no such list should be considered to be a complete statement of all potential risks and uncertainties. Unlisted factors may present significant additional obstacles to the realisation of forward-looking statements.
FAQ
What did Arqit (ARQQ) announce about Intel TDX integration on February 24, 2026?
How does Arqit's (ARQQ) solution protect data in multi-tenant cloud environments?
What telco and infrastructure use cases does Arqit's (ARQQ) announcement enable?
Will Arqit (ARQQ) demonstrate the Intel TDX integration at MWC Barcelona 2026?
Do Arqit's quantum-safe keys require storage or exchange for use on Intel NetSec cards?
