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John's Newsletter

The Quantum Ledger

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Framework-driven reads on quantum hardware, the post-quantum cryptography migration, and the names that matter. Sent when something changes

Weekly Digest — Week of June 1, 2026

Weekly Digest — Week of June 1, 2026

Atom Computing cleared a real error-correction bar, D-Wave put a date on its gate-model timeline, and the Quantinuum IPO story held its position.

Jun 5, 2026

Weekly Digest — Week of May 25, 2026

Weekly Digest — Week of May 25, 2026

A quiet week underneath the architecture race. Neutral-atom kept moving, Quantinuum's pre-IPO story thickened, and IBM put a number on its quantum spend.

May 29, 2026

What D-Wave's $100M CHIPS money actually funds

What D-Wave's $100M CHIPS money actually funds

The $2B CHIPS Act quantum program is a broad federal bet across the sector, anchored by IBM. For D-Wave specifically, the $100M says less about the company's legacy annealing business and more for the gate-model transition D-Wave hasn't finished yet.

May 25, 2026

IBM's $1B quantum foundry is industrial policy, not a quantum trade

IBM's $1B quantum foundry is industrial policy, not a quantum trade

The largest single federal quantum hardware commitment to a named public vendor goes to IBM. It strengthens the sector's industrial-policy floor, but it doesn't make IBM the vehicle for a quantum bet — not yet.

May 22, 2026

The week Washington bought in

The week Washington bought in

The Quantum Ledger Weekly Digest — Week of May 18, 2026

May 22, 2026

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