To The Moon

According to overseas media reports, the U.S. government plans to allocate a total of $2 billion in subsidies to nine companies and will directly hold equity in the relevant firms. Similar market rumors have circulated multiple times before, and this initiative now appears to be materializing. Among the recipients, International Business Machines Corporation (IBM) has already signed an agreement with the U.S. Department of Commerce to establish a U.S.-based quantum chip manufacturing plant. The Department of Commerce will inject $1 billion into IBM's Anderon subsidiary, with IBM contributing an additional $1 billion along with personnel, intellectual property, and other assets. This facility will be the first in the United States dedicated to quantum chip manufacturing, serving not only IBM's own needs but also offering quantum chip fabrication capabilities to external clients. The company has reportedly begun seeking potential customers. Information indicates that besides the $1 billion allocated to IBM, GlobalFoundries will receive $375 million to build a domestic U.S. factory producing components essential for quantum computing. Companies including D-Wave Quantum, Rigetti Computing, and Infleqtion are set to receive approximately $100 million each in funding support. This news has triggered a sharp rally in U.S. quantum computing-related stocks. IBM's stock surged by 12.43%, while other quantum-focused companies saw even more dramatic gains: Rigetti Computing skyrocketed by 30.57%, D-Wave Quantum jumped by 33.54%, Quantum Computing soared by 19.35%, and IonQ advanced by 12.24%. Previously, in August 2025, the U.S. government made a direct investment of $8.9 billion in Intel Corporation, which propelled the company's stock price to surge by 480% in less than a year, reaching a historic peak.