The US government just became a shareholder in nine quantum computing companies.

The last time the Trump administration took an equity stake in a company it was Intel in August 2025, when it acquired a 10% stake. Intel's stock is up over 370% since then.

The Trump administration is now awarding $2 billion in grants to nine quantum computing companies and taking equity stakes in all of them in return.

IBM gets $1 billion and is building a brand new quantum chip foundry called Anderon in Albany, New York. GlobalFoundries gets $375 million. Rigetti, D-Wave, and Infleqtion each get $100 million.

The same playbook that turned Intel into one of the best performing stocks of the past year is now being applied to the entire quantum computing sector simultaneously.

The market already knows what this means.

Rigetti is up 24% today.
Infleqtion is up 35%.
IBM is up 8%.
Globalfoundries is up 11%.
D-Wave is up 5.34%

The US is now directly owning pieces of the companies it considers critical to winning the technology race against China.

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