As quantum technologies move from proof-of-concept to deployment, supply chain resilience becomes just as critical as qubit coherence times. Resilience includes redundancy, domestic capacity, and timely alternatives when foreign manufacturers face disruptions or reprioritize their customers. Expertise and capital are key to driving technological innovation but mean little if a company or research lab does not have access to the necessary inputs and reliable supply chains.
Lack of access to one aspect of the supply chain can grind further research and development to a standstill, a red flag for investors and potential researchers. If the United States is to remain on the leading edge of quantum technologies, ensuring companies, government labs, and academic projects can consistently access critical supplies is a prerequisite.
As noted in the first installment of this series, we’re not disinterested observers — we have skin in the game. One of us is an active quantum scientist, commercializing quantum technologies, and investor at deep technology fund DCVC with portfolio companies in this space. We both regularly engage with companies in next-generation computation, advanced materials, space and defense technology, among others.
