[Tech Hegemony] US Gov Bets $2 Billion on Quantum Computing! Taiwan's Supply Chain Winners Revealed!

The Trump administration has announced a market-shaking decision: utilizing the CHIPS and Science Act to directly invest approximately $2 billion into 9 quantum computing companies
. This marks a major shift in US tech strategy—moving from mere "subsidies" to direct equity "bets" akin to a sovereign wealth fund
. The goal is to secure American leadership in emerging tech fields like cryptography and materials science, and strictly counter China
.
The biggest winner in this state-level investment is IBM, securing $1 billion to establish a brand-new independent company, "Anderon," and build America's first dedicated quantum chip foundry in New York
. Additionally, GlobalFoundries, the largest US-based pure-play foundry, received $375 million
. Other companies like Rigetti Computing, D-Wave Quantum, and Infleqtion each received around $100 million
. This news triggered a massive rally, with quantum computing stocks surging by 30% to 40% in a single day
.

In this episode, we will deeply analyze the strategic logic behind this $2 billion investment and how investors should view this policy-ignited "quantum frenzy"! Is buying now a gamble on the future, or an early strategic positioning? Watch the video to find out!

【Tags】 #QuantumComputing #TrumpAdministration #CHIPSAct #IBM #USStocks #TaiwanStocks #TSMC #Quanta #TechWar #USChinaCompetition #GlobalFoundries #Rigetti #DWave #Investing

Видео [Tech Hegemony] US Gov Bets $2 Billion on Quantum Computing! Taiwan's Supply Chain Winners Revealed! канала Global Market Pulse / Equity Bilingual