Washington’s Quantum Push Puts IBM and IonQ on the Throne

The U.S. federal government is deploying $2 billion in direct equity stakes in quantum hardware developers through executive orders signed June 22, 2026. IBM is establishing Anderon, a quantum wafer foundry in Albany backed by $1 billion in CHIPS Act funding, while IonQ pursues a defense-focused strategy with its trapped-ion technology. Both companies benefit from guaranteed federal procurement deadlines through 2030-2031, creating a non-cyclical capital runway insulated from market fluctuations.