Jun. 5 at 6:20 PM
$INFQ It is highly likely that the lab will issue direct purchase orders to
$INFQ to scale up their systems for the Japanese collaboration.
Rigetti (
$RGTI) lacks the Japanese footprint to maximize this dual-nation deal. D-Wave (
$QBTS) relies on enterprise rather than pure lab research. The true fight for the physical hardware contracts stemming from this
$1 billion Oak Ridge/RIKEN initiative will be between
$INFQ and
$IONQ.
1. Infleqtion (
$INFQ) — The Primary Beneficiary
The
$1 billion partnership mandates that ORNL and Japanese labs integrate quantum processors with classical supercomputers (like Japan's Fugaku system). Because
$INFQ is already the vendor contracted to integrate their neutral-atom processors into ORNL's high-performance computing architecture, and they already have physical hardware on the ground in Japan via the Moonshot program, they are structurally the most advantaged pure-play to receive direct hardware orders from this fund.
2. IonQ (
$IONQ) — The Strong Runner-Up
