In Episode 149, Patrick and Ciprian take stock of where the money in quantum is flowing. The conversation covers IBM's plan to invest more than $10 billion over five years, the US Department of Commerce's nine letters of intent totaling over two billion dollars under the CHIPS Act, and QEra's $230 million raise with Nvidia involvement. The team dig into which modalities are getting the spotlight, why neutral atoms are drawing attention, and what Microsoft's Majorana 2 bet could mean if it holds water. The episode closes on the bigger picture — whether we're nearing a defining moment for quantum like ChatGPT was for AI, the geopolitical dimensions of the race, and the importance of getting to the quantum-born generation.
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