July 12, 2026 · 15 min
Ep 7: Is Quantum's $12.6B Boom a Bubble or a Breakthrough?
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Sunday think piece: is quantum computing's investment boom a bubble or a genuine commercial tipping point? We put IQM's Nasdaq listing and prospectus warning, McKinsey's $12.6B investment number, the White House's $2B equity-stake incentive package, Oratomic's $300M raise on a single theoretical paper, and IonQ's stock slide on the same table for the first time. McKinsey Quantum Technology Monitor 2026: A commercial tipping point — McKinsey & Company McKinsey Quantum Monitor 2026: Tipping Point? — PostQuantum IQM admits the future of the tech is uncertain — TechCrunch The Quantum Bubble Is Real Enough to Take Seriously — Yahoo Finance / MarketBeat Prediction: The Quantum Computing Bubble Will Burst in 2026 — The Motley Fool via Yahoo Finance IonQ, Rigetti, D-Wave: the $857 Million Warning — The Motley Fool via Yahoo Finance Quantum stocks soar as U.S. plans $2 billion funding incentives and equity stakes — CNBC Questions Raised Over Administration Plans for Quantum Computing Investments — PYMNTS / CPI Oratomic Raises $300 Million Series A — The Quantum Insider Oratomic banks $300M to race straight to fault-tolerance — SiliconANGLE Quickly Quantum is an AI-voiced podcast, built and run by a real person. Nothing in this episode is financial advice.