To lift the quantum to calculate the entire course

@OdailyChina

Author: Wenser (@wenser  2010 )

Last August, with a strong push from Trump, the United States Government completed the conversion of funds through the Chips Act, directly purchasing nearly 10 per cent of Intel’s increased original shares (approximately $433.3 billion) at a cost of $20.47 per share, valued at less than $9 billion; and less than a year later, in early May, with Intel’s equity prices at record highs, the total value of the shares was $54.1 billion, adding up to $45 billion in just seven months。

Bring it up, TrumpIt's hard to write with prideAnd he said, "I made $45 billion in the last eight months."

As a capitalist who's got the wrong idea of "mixing the American stock market", Trump played a far greater role than usual in the US stock boom and fall, and recently he started his own performance -Through the United States Department of Commerce, 9 Quantum Calculators provided a total of $2 billion in funding in exchange for equityI don't know. This will be briefly analysed in Odaily Daily。

The U.S. government is going to throw more than $2 billion in quantum calculations

Trump Government, 21 MayDeclarationA total of $2 billion will be provided through the United States Department of Commerce to nine quantum computing companies in exchange for some equity. The specific funding allocation options are:

• A billion dollars will be awarded to IBM (IBM) for operational development of the independent subsidiary under the flag, Anderon
• $375 million allocated to chip manufacturers GlobalFoundries (GFS)
• Listed companies such as D-Wave (QBTS), Infleqtion (INFQ) and Rigetti (RGTI) each received $100 million
• Private companies such as Atom Company, PsiQuantum, Quantinum (Honeywell-HON, independent subsidiary under the flag) each received $100 million
• The initial company, Diraq, is expected to receive $38 million。

Based onInformation on official documentsThis is part of the Trump government's “active investor” industrial policySource of R & D funding in 2022 CHIPS and Science ActI don't know. The Ministry of Commerce emphasized that this was a “portfolio” strategy covering two quantum crystal round-generation plants and seven quantum computing companies, addressing key engineering bottlenecks such as the replicability of equipment, error rates, optical complexity, and the integration of refrigeration systems for neutral atoms, silicon spins, superconductors, photons and trap ions。

The day the message came, U.S.UQuantum CalculatorIt's starting to riseOf these, D-Wave Quantum rose 16 per cent, Rigetti Company increased 14 per cent, Infoqtion stock increased 25 per cent, quantum count increased 9 per cent and IonQ increased 3.1 per cent。

It is worth mentioning that only one of the GlobalFoundries Inc. (GFS) companies disclosed a share share in exchange of about 1 per cent, while other companies, whether listed or not, had a small number of uncontrolled shares, and the percentage had not yet been disclosed, and the final percentage was to be disclosed after the formal agreement had been signed。

Capital operations under the US First strategy

A closer look at this “investment-for-equity” exercise remains the work of the Trump government under the “American Priority” strategy。

Earlier, the United States Government had invested in operations such as Intel (INTC), the United States’ only industrial chain rare producer, MP Materias (MP), Trilogy Metals (TMQ), Lithium Americas (LAC), U.S. Steel, etc., as strategic initiatives to preserve the dominance of the country’s semiconductor industrial chain。

IN PARTICULAR, THE NEARLY $9 BILLION INVESTMENT IN INTEL, WHICH THE TRUMP GOVERNMENT MADE CLEAR TO SUPPORT ADVANCED SEMICONDUCTOR MANUFACTURING IN THE U.S. MAINLAND AND REDUCE DEPENDENCE ON THE TSMC, HAS LED TO THE CREATION OF A NEW TECHNOLOGY THAT WILL BE USED IN THE FUTUREThe relevant shares of the United States Government are passive, with no board seat and no participation in the day-to-day operations and management of the company, most of which follow the board of directors。

HOWEVER, THE UNITED STATES GOVERNMENT'S “EQUITY INVESTMENT” IS NOT ONLY FINANCIAL SUPPORT, BUT ALSO CREDIBILITY ENDORSEMENTS AND MULTIPLE POLICY SUPPORT (E.G. EXPORT LICENSING, TARIFF PROTECTION). BEFORE THAT, INTEL HAD RECEIVED THE HELP OF UNITED STATES SECRETARY OF COMMERCE LUTNIK, WHO HAD REPEATEDLY MET APPLE CEO COOK, TESLA CEO MASK, INWEIDA CEO WONG IN-HOON OVER THE PAST YEAR TO PERSUADE THEM TO WORK WITH INTEL. WITH APPLES INIntel is now working with all three companiesI don't know。

Translating operational thinking under the Chips and Science Act: from financial subsidy to equity exchange

Behind the $2 billion money of companies involved in quantum computing this timeAct on Chips and ScienceThis bipartisan landmark bill introduced by the U.S. Government in 2022, all known as the Chips and Science Act of 2022, has a total authorized funding of cumulative investment over 10 years. Approximately$280 billion to support semiconductor industry development and basic science and technology research and developmentIts main objectives are to revitalize the semiconductor manufacturing industry in the United States through large-scale investments, to strengthen scientific research and innovation capabilities and to respond to competition from other countries in the field of high technology。

However, unlike the financial assistance or pure subsidy model of the Biden administration, the Trump government's operating model is the “active investor” model mentioned earlier — a shift to financing in exchange for a few uncontrolled shares. By May this year, the bill had attracted more than half-conductor manufacturing$645 billionPrivate investment, over 140 projects, with an additional 525,000 jobs。

I have to sayIn addition to the personal claims of Dell, U.S.U. and Palantir, Trump is promoting American stock-sharing in the name of the United States Government and othersThat's why he's boasting"The new American stock is mainly in me."I don't know。

In addition, it is noteworthy that the United States Department of Commerce previously stated in its investment announcement that “the Office of Chip Research and Development continues to solicit proposals for microelectronic technology research, prototype design and commercial solutions in the United States from eligible applicants. Eligible applicants shouldwww.grants.govAPPLICATIONS ARE SUBMITTED THROUGH BULLETIN 2025-NIST-CHIPS-CRDO-01.” IN OTHER WORDS, THE U.S. GOVERNMENT'S “INVESTMENT DOOR” IS STILL OPEN, AND MORE INFORMATION AND FUNDING ANNOUNCEMENTS ARE AVAILABLEOfficial SourceI don't know。

Of courseThe United States government invests in a wide range of companiesIt also covers such areas as electricity, rare earth, new energy sources such as lithium batteries, medical supplies, communications infrastructure, such as Westinghouse, Lithium Americas, Trilogy Metals, USA Rare Earth, Vulcan Elements, X-ray Technology, L3 Harris Technologies, etc。

IN ADDITION, UNITED STATES SECRETARY OF COMMERCE LUTNIK HAD REVEALED TO THE MEDIA THAT THE CURRENT UNITED STATES GOVERNMENT MIGHT BE JOINING MAJOR DEFENCE SUPPLIERS SUCH AS LOCKHEED MARTIN (LMT)。

IN CONCLUSION, MANY OF THE LISTED COMPANIES MENTIONED ABOVE, AS WELL AS THE SUPPLY CHAIN FOR KEY MINERAL/REMOTE/BATTERY MATERIALS, NUCLEAR POWER/SMALL MODULE REACTORS (SMRS) AND ADVANCED NUCLEAR FUEL AND QUANTUM CALCULATIONS FOR OTHER TARGETS, ARE OR WILL BE THE DIRECTION OF THE TRUMP GOVERNMENT ' S CONTINUOUS DOWNSWING FOR THE SECOND HALF OF THE YEAR。