After media reports said the U.S. Commerce Department is in discussions with several quantum-computing companies to provide federal funding in exchange for equity stake and mentioned companies that include IonQ (IONQ), Rigetti Computing (RGTI), D-Wave Quantum (QBTS), Quantum Computing (QUBT), and privately-held Atom Computing, Benchmark analyst David Williams called the not yet confirmed reports “a further shift toward direct government ownership in critical technology sectors.” Quantum is now positioned as a strategic peer to AI, nuclear energy, and space within federal priorities, adds the analyst, who thinks this reported program represents “just one of several potential funding mechanisms” as the U.S. accelerates efforts to establish leadership in next-generation computing. The firm has Buy ratings on IonQ, Rigetti and D-Wave.
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