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
- 2026-09-30National Quantum Initiative Reauthorization Act — House floor vote (H.R. 8462 / S. 3597)
September 2026
- 30highPolicyNational Quantum Initiative Reauthorization Act — House floor vote (H.R. 8462 / S. 3597)The bill cleared House Science markup April 29 and Senate Commerce unanimously; it directs Commerce to produce a quantum supply-chain resilience plan and funds testbeds — federal procurement that flows directly into control-stack vendors.
November 2026
- 06mediumProgramDARPA Quantum Benchmarking Initiative — Stage B concludes, Stage C downselect window opensThe 11 Stage B teams (IBM, IonQ, Quantinuum, QuEra, et al.) must defend control architectures that scale to utility by 2033; Stage C selections reveal which merchant control vendors are designed into the surviving roadmaps.
Past
- 2026-08-18Keysight fiscal Q3 2026 earnings
- 2026-07-29FormFactor Q2 FY2026 earnings