Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Cryogenics & dilution refrigeratorsII · Helium-3 & cryogen supplyIII · Isotopes & quantum materialsIV · Control electronics & cryo-CMOSV · Lasers & precision photonicsVI · Ultra-high vacuum systemsVII · Qubit fabrication & foundryVIII · Classical co-processing & error correctionIX · Platform pure-playsX · Private giants & exposure vehicles
High-impact · next 30 days
- 2026-09-30Senate floor vote on National Quantum Initiative Reauthorization Act (S.3597)
September 2026
- 30highPolicySenate floor vote on National Quantum Initiative Reauthorization Act (S.3597)Passed Commerce unanimously in April 2026; reauthorization through 2034 plus a quantum manufacturing institute would fund the US decoder and control-silicon R&D pipeline this chokepoint feeds on.
- 13lowConferenceIEEE Quantum Week 2026 (QCE26), Toronto, Sep 13-18The industry's main technical venue for real-time decoder results; FPGA-vs-GPU decode latency benchmarks presented here will sort winners and losers at the decode layer.
December 2026
- 01mediumProgramDARPA Quantum Benchmarking Initiative Stage C selectionsStage B (11 companies, began November 2025) is a yearlong evaluation feeding Stage C down-selects; only four of the eleven — IonQ, Quantinuum, Atom Computing, QuEra — are trapped-ion or neutral-atom machines, and those are the laser-hungry ones whose survival would ramp narrow-linewidth laser and AOM orders.
Past
- 2026-08-26NVIDIA Q2 FY2027 earnings