Who Wins If Neutral Atoms Win: Mapping a Modality’s Supply Chain
Neutral-atom machines have no cryostat and no fabricated qubit chip. Almost everything hard about them is optical. A worked map of the bottlenecks, and…
Sovereign Optionality: What Quantum Independence Looks Like in a Contract
National strategies announce quantum sovereignty. Contracts decide it. The terms that determine whether a buyer can change supplier, jurisdiction, or architecture without restarting.
Access, Not Ownership: How Governments Screen Quantum Deals
Investment screening in quantum no longer asks who owns a company. It asks who can reach the technology. A field guide to the five…
How to Tell a Quantum Chokepoint From an Inconvenience
Scarcity is the wrong first question. Five tests separate a dependency that stops your quantum program from one that only costs money and time,…
Six Control Points in a Rented Quantum Computer
Most organisations will rent quantum access, not own it. Six control points decide how much sovereignty survives the contract, and each one is negotiable.
The Four Axes Where National PQC Requirements Diverge
Approved algorithm lists are the first of four axes on which national post-quantum requirements diverge. The other three are harder to abstract away.
Who Really Wins If Photonics Wins
The photonic bet is a manufacturing bet. Which means the winners, if it pays off, are decided layer by layer, and most of them…
Who Really Wins If Trapped Ions Win
Trapped-ion quantum computing has no single chokepoint like the dilution refrigerator. It has a contested one, and most of it sits in Europe while…
Who Wins If Superconducting Wins
A refrigerator company just signed a decade-long contract for helium mined on the Moon. Here is what the superconducting supply chain looks like layer…
Deemed Exports: When Explaining Your Quantum Work Becomes an Export
Since September 2024, a screen share with a foreign colleague can require a US export license. What deemed export rules mean for quantum teams,…