Feb. 8 at 10:17 PM
$QBTS Based on legislation introduced in early 2026, the US government is significantly expanding its investment in quantum technologies, with proposed plans to authorize approximately
$1.8 billion to
$2.7 billion in new funding over a five-year period, alongside extending the overall National Quantum Initiative (NQI) through December 2034.
Given that D-Wave(QBTS) is the leading quantum company in the world with a dual platform (annealing & gate-model) and first to market advantage in both, D-Wave(QBTS) will likely be able to secure about 15-20% of the
$1.8-
$2.7B in US government funding till 2034, and this EXCLUDES...additional large contracts with individual defense players like Anduril
On top of that, factor in large global system sales, rapid global platform growth and the growth of Fortune 500 multi-year licensing deals and we quickly approach
$1B in revs and massive profitability.
2026 will be an inflection year for D-Wave revenue growth !
