GQI Investment Advisory overview
Solid push towards the end of the year in quantum tech investments!
What caught my attention within the last two months?
While everyone's been chasing the general-purpose dream, a different narrative emerges.
Public markets painted the starkest picture this quarter. IonQ's strategic acquisition of Qubitekk, Inc. ($22M) and Rigetti Computing's $100M raise show clear focus on scalable hashtag#technology, while Zapata's closure reminds us that the path to quantum commercialization isn't straight.
Meanwhile, the United States Department of Defense bet $11M on Infleqtion's quantum timing solutions, and U.S. Department of Energy (DOE) committed $30M to quantum chemistry applications - the government knows what it wants from quantum tech.
The private sector's moves tell the same story. Q-CTRL wasn't just raising money ($113M) - they're building quantum tech for defense navigation. Quantum Corridor is building America's quantum internet backbone, while QunaSys brought Mitsubishi Corporation and Fujitsu on board for specific chemistry applications. TreQ is bringing quantum to company premises, Quanscient is solving engineering simulations, and QuEra Computing Inc. partnered with Massachusetts for a $16M industrial quantum hub.
Here's what's really happening:
The quantum industry isn't waiting for the perfect quantum computer. It aims to find real applications ASAP.
No moonshots. No vague promises. Just cases where quantum makes immediate sense.