U.S. Government Eyes Equity Stakes in Quantum Computing Firms, Drawing Parallels to AI Boom
Benchmark analyst David Williams asserts quantum computing stocks—IONQ, RGTI, and QBTS—now hold strategic parity with AI, nuclear, and space technologies in federal priorities. The U.S. Commerce Department is reportedly negotiating equity-for-funding deals with IonQ, Rigetti Computing, and D-Wave Quantum, among others, sparking a rally in sector shares on October 23.
Williams interprets the unconfirmed plan as a pivot toward direct state investment in critical tech, akin to historical support for AI and space exploration. His "Buy" ratings on key quantum stocks reflect conviction in the sector's geopolitical and computational significance. "Quantum is no longer speculative—it's infrastructural," the analysis implies, drawing parallels to early-stage government backing of semiconductor and internet technologies.
