Challenges
Datasets
Workspaces
Papers
Discussions
Leaderboard
Log inSign up
Challenges
Datasets
Workspaces
Papers
Discussions
Leaderboard
Blog
Job Board
Q3AS

© 2026 Aqora Quantum S.A.S.

TermsPrivacyLegal Notice

Hidden-Variable Theories

Reinhold A. Bertlmann, Nicolai Friis

Published Sep 7, 2023• 0 citations
Publisher

Abstract

Abstract In chapter 12 we give an overview of the historical development of hidden-variable theories aiming to attribute ‘hidden’ definite outcomes to any potential measurement on a quantum system. We start with a discussion of von Neumann’s assumption on hidden-variable models, which was later realized not to hold by Hermann, Kochen, Specker, and Bell, going into detail on Bell’s refutation of von Neumann’s arguments. We then turn to the notion of contextuality, which severely restricts hidden-variable models: we discuss Gleason’s theorem before stating and proving the famous Kochen-Specker theorem, as well as the simpler versions of Peres’ nonet and Mermin’s pentagram. These results show that quantum mechanics is not compatible with the assignment of definite measurement outcomes to all possible measurements, and such assignments can hence only be made once a restricted set of observables, a context, is selected

DOI
10.1093/oso/9780199683338.003.0012

Related papers

A pedestrian approach to von Neumann’s hidden variables proof

Leonardo Andreta de Castro, Carlos Alexandre Brasil

Abstract Hidden variables are hypothetical parameters that, if known, would deterministically specify quantum measurement outcomes, aiming to restore determinism and causality typical of classical mechanics. This work provides a modern and pedagogical exposition of John von Neumann’s 1932 proof on the incompatibility of hidden variables with quantum mechanics. We detail his two main conclusions: (1) dispersion-free ensembles (as defined within the framework of hidden variable theories) are incompatible with quantum mechanics; and (2) the quantum state provides a complete description of physical reality. We critically analyze the key assumptions in von Neumann’s proof, highlighting later challenges—particularly John Bell’s critique and the development of contextual hidden-variable theories by Kochen and Specker. This discussion clarifies von Neumann’s historical role as a pioneer in this debate, while showing how modern hidden-variable theories, such as Bohmian mechanics, remain compatible with quantum predictions. Conversion tables are included between this article’s notation and von Neumann’s original book.

European Journal of Physics•Nov 13, 2025•1 citation

Quantum contextuality in the Copenhagen approach

Gregg S. Jaeger

The origin and basis of the notion of quantum contextuality is identified in the Copenhagen approach to quantum mechanics, where context is automatically invoked by its requirement that the experimental arrangement involved in any measurements or set of measurements be taken into account while, in general, the outcome of a measurement may depend on other measurements immediately preceding or jointly performed on the same system. For Bohr, the specification of the experimental situation of any measurement is essential to its significance in light of complementarity and the omnipresence of the quantum of action in physics; for Heisenberg, the incompatibility of pairs of sharp measurements belonging to different situations coheres with both the completeness of the quantum state as an objective physical description and the principle of indeterminacy. Here, context in the Copenhagen approach is taken to be the equivalence class of experimental arrangements corresponding to a set of compatible measurements of quantum observables in standard quantum mechanics; the associated form of contextuality in quantum mechanics arises via the non-commutativity in general of sharp observables, proven by von Neumann, that can appear, providing different contexts. This notion is related to theoretical situations explored later by Bell, by Kochen and Specker, and by others in relation to the classification of hidden-variables theories and elsewhere in physics. This article is part of the theme issue ‘Contextuality and probability in quantum mechanics and beyond’.

Philosophical Transactions of the Royal Society A Mathematical Physical and Engineering Sciences•Sep 16, 2019•18 citations

Generalized Gleason theorem and a finite amount of information about the measurement context

A. Montina, S. Wolf

Quantum processes cannot be reduced, in a nontrivial way, to classical processes without specifying the context in the description of a measurement procedure. This requirement is implied by the Kochen--Specker theorem in the outcome-deterministic case and, more generally, by the Gleason theorem. The latter establishes that there is only one noncontextual classical model compatible with quantum theory, the one that trivially identifies the quantum state with the classical state. However, this model requires a breaking of the unitary evolution to account for macroscopic realism. Thus, a causal classical model compatible with the unitary evolution of the quantum state is necessarily contextual to some extent. Inspired by well-known results in quantum communication complexity, we consider a particular class of hidden variable theories by assuming that the amount of information about the measurement context is finite. Aiming at establishing some general features of these theories, we first present a generalized version of the Gleason theorem and provide a simple proof of it. Assuming that Gleason's hypotheses hold only locally for small changes of the measurement procedure, we obtain almost the same conclusion of the original theorem about the functional form of the probability measure. An additional constant and a relaxed property of the density operator are the only two differences from the original result. By this generalization of the Gleason theorem and the assumption of finite information for the context, we prove that the probabilities over three or more outcomes of a projective measurement must be linear functions of the projectors associated with the outcomes, given the information on the context.

arXiv:2206.11830•Physical Review A•Jan 27, 2023•0 citations

Hidden Variables in Quantum Mechanics from the Perspective of Boltzmannian Statistical Mechanics

Dustin Lazarovici

This paper examines no-hidden-variables theorems in quantum mechanics from the point of view of statistical mechanics. It presents a general analysis of the measurement process in the Boltzmannian framework that leads to a characterization of (in)compatible measurements and reproduces several features of quantum probabilities often described as “non-classical”. The analysis is applied to versions of the Kochen–Specker and Bell theorems to shed more light on their implications. It is shown how, once the measurement device and the active role of the measurement process are taken into account, contextuality appears as a natural feature of random variables. This corroborates Bell’s criticism that no-go results of the Kochen–Specker type are based on gratuitous assumptions. In contrast, Bell-type theorems are much more profound, but should be understood as nonlocality theorems rather than no-hidden-variables theorems. Finally, the paper addresses misunderstandings and misleading terminology that have confused the debate about hidden variables in quantum mechanics.

Quantum Reports•Sep 6, 2024•1 citation

Contextuality and the fundamental theorems of quantum mechanics

Andreas Döring, Markus Frembs

Contextuality is a key feature of quantum mechanics, as was first brought to light by Bohr [Albert Einstein: Philosopher-Scientist, Library of Living Philosophers Vol. VII, edited by P. A. Schilpp (Open Court, 1998), pp. 199–241] and later realized more technically by Kochen and Specker [J. Math. Mech. 17, 59 (1967)]. Isham and Butterfield put contextuality at the heart of their topos-based formalism and gave a reformulation of the Kochen–Specker theorem in the language of presheaves in Isham and Butterfield [Int. J. Theor. Phys. 37, 2669 (1998)]. Here, we broaden this perspective considerably (partly drawing on existing, but scattered results) and show that apart from the Kochen–Specker theorem, Wigner’s theorem, Gleason’s theorem, and Bell’s theorem also relate fundamentally to contextuality. We provide reformulations of the theorems using the language of presheaves over contexts and give general versions valid for von Neumann algebras. This shows that a very substantial part of the structure of quantum theory is encoded by contextuality.

arXiv:1910.09591•Journal of Mathematical Physics•Jul 1, 2022•12 citations

On a contextual model refuting Bell's theorem

Eugen Muchowski

Abstract Bell's theorem is refuted by presenting a counterexample that correctly predicts the expectation values of QM. As Bell only ruled out non-contextual models, a contextual model with hidden variables can refute his theorem. Such a model, which is able to explain the spin measurement results with entangled photons or electrons, is presented herein. It is not ruled out by the Kochen-Specker theorem. A physical justification for the contextual behaviour of entangled systems is provided. Consequences for the feasibility of quantum computers are discussed.

Europhysics Letters (EPL)•Apr 1, 2021•11 citations
Abstract In chapter 12 we give an overview of the historical development of hidden-variable theories aiming to attribute ‘hidden’ definite outcomes to any potential measurement on a quantum system. We start with a discussion of von Neumann’s assumption on hidden-variable models, which was later realized not to hold by Hermann, Kochen, Specker, and Bell, going into detail on Bell’s refutation of von Neumann’s arguments. We then turn to the notion of contextuality, which severely restricts hidden-variable models: we discuss Gleason’s theorem before stating and proving the famous Kochen-Specker theorem, as well as the simpler versions of Peres’ nonet and Mermin’s pentagram. These results show that quantum mechanics is not compatible with the assignment of definite measurement outcomes to all possible measurements, and such assignments can hence only be made once a restricted set of observables, a context, is selected
Abstract Hidden variables are hypothetical parameters that, if known, would deterministically specify quantum measurement outcomes, aiming to restore determinism and causality typical of classical mechanics. This work provides a modern and pedagogical exposition of John von Neumann’s 1932 proof on the incompatibility of hidden variables with quantum mechanics. We detail his two main conclusions: (1) dispersion-free ensembles (as defined within the framework of hidden variable theories) are incompatible with quantum mechanics; and (2) the quantum state provides a complete description of physical reality. We critically analyze the key assumptions in von Neumann’s proof, highlighting later challenges—particularly John Bell’s critique and the development of contextual hidden-variable theories by Kochen and Specker. This discussion clarifies von Neumann’s historical role as a pioneer in this debate, while showing how modern hidden-variable theories, such as Bohmian mechanics, remain compatible with quantum predictions. Conversion tables are included between this article’s notation and von Neumann’s original book.
The origin and basis of the notion of quantum contextuality is identified in the Copenhagen approach to quantum mechanics, where context is automatically invoked by its requirement that the experimental arrangement involved in any measurements or set of measurements be taken into account while, in general, the outcome of a measurement may depend on other measurements immediately preceding or jointly performed on the same system. For Bohr, the specification of the experimental situation of any measurement is essential to its significance in light of complementarity and the omnipresence of the quantum of action in physics; for Heisenberg, the incompatibility of pairs of sharp measurements belonging to different situations coheres with both the completeness of the quantum state as an objective physical description and the principle of indeterminacy. Here, context in the Copenhagen approach is taken to be the equivalence class of experimental arrangements corresponding to a set of compatible measurements of quantum observables in standard quantum mechanics; the associated form of contextuality in quantum mechanics arises via the non-commutativity in general of sharp observables, proven by von Neumann, that can appear, providing different contexts. This notion is related to theoretical situations explored later by Bell, by Kochen and Specker, and by others in relation to the classification of hidden-variables theories and elsewhere in physics. This article is part of the theme issue ‘Contextuality and probability in quantum mechanics and beyond’.
Quantum processes cannot be reduced, in a nontrivial way, to classical processes without specifying the context in the description of a measurement procedure. This requirement is implied by the Kochen--Specker theorem in the outcome-deterministic case and, more generally, by the Gleason theorem. The latter establishes that there is only one noncontextual classical model compatible with quantum theory, the one that trivially identifies the quantum state with the classical state. However, this model requires a breaking of the unitary evolution to account for macroscopic realism. Thus, a causal classical model compatible with the unitary evolution of the quantum state is necessarily contextual to some extent. Inspired by well-known results in quantum communication complexity, we consider a particular class of hidden variable theories by assuming that the amount of information about the measurement context is finite. Aiming at establishing some general features of these theories, we first present a generalized version of the Gleason theorem and provide a simple proof of it. Assuming that Gleason's hypotheses hold only locally for small changes of the measurement procedure, we obtain almost the same conclusion of the original theorem about the functional form of the probability measure. An additional constant and a relaxed property of the density operator are the only two differences from the original result. By this generalization of the Gleason theorem and the assumption of finite information for the context, we prove that the probabilities over three or more outcomes of a projective measurement must be linear functions of the projectors associated with the outcomes, given the information on the context.
This paper examines no-hidden-variables theorems in quantum mechanics from the point of view of statistical mechanics. It presents a general analysis of the measurement process in the Boltzmannian framework that leads to a characterization of (in)compatible measurements and reproduces several features of quantum probabilities often described as “non-classical”. The analysis is applied to versions of the Kochen–Specker and Bell theorems to shed more light on their implications. It is shown how, once the measurement device and the active role of the measurement process are taken into account, contextuality appears as a natural feature of random variables. This corroborates Bell’s criticism that no-go results of the Kochen–Specker type are based on gratuitous assumptions. In contrast, Bell-type theorems are much more profound, but should be understood as nonlocality theorems rather than no-hidden-variables theorems. Finally, the paper addresses misunderstandings and misleading terminology that have confused the debate about hidden variables in quantum mechanics.
Contextuality is a key feature of quantum mechanics, as was first brought to light by Bohr [Albert Einstein: Philosopher-Scientist, Library of Living Philosophers Vol. VII, edited by P. A. Schilpp (Open Court, 1998), pp. 199–241] and later realized more technically by Kochen and Specker [J. Math. Mech. 17, 59 (1967)]. Isham and Butterfield put contextuality at the heart of their topos-based formalism and gave a reformulation of the Kochen–Specker theorem in the language of presheaves in Isham and Butterfield [Int. J. Theor. Phys. 37, 2669 (1998)]. Here, we broaden this perspective considerably (partly drawing on existing, but scattered results) and show that apart from the Kochen–Specker theorem, Wigner’s theorem, Gleason’s theorem, and Bell’s theorem also relate fundamentally to contextuality. We provide reformulations of the theorems using the language of presheaves over contexts and give general versions valid for von Neumann algebras. This shows that a very substantial part of the structure of quantum theory is encoded by contextuality.
Abstract Bell's theorem is refuted by presenting a counterexample that correctly predicts the expectation values of QM. As Bell only ruled out non-contextual models, a contextual model with hidden variables can refute his theorem. Such a model, which is able to explain the spin measurement results with entangled photons or electrons, is presented herein. It is not ruled out by the Kochen-Specker theorem. A physical justification for the contextual behaviour of entangled systems is provided. Consequences for the feasibility of quantum computers are discussed.