Daily Views on Tech Headlines | Quantum EO, MediaTek TPUs, NVDA/SpaceX, INFQ

Research evidence excerpt

Daily Views on Tech Headlines | Quantum EO, MediaTek TPUs, NVDA/SpaceX, INFQ

With SpaceX having rented out much of the Colossus capacity (Wccf suggests xAI is left with access

to only ~11% of Colossus 1's FLOPs) we would not be surprised if these deals foreshadow another

large Colossus data center build-out. In the past, purchases by Musk companies have created

meaningful blips in component demand even during periods of surplus; now with the component

supply chain struggling to meet requirements (even before another xAI build), we wonder how/

if suppliers will be able to support an incremental lift in demand. We'd note that in the past,

certain systems vendors (SMCI, Dell, VAST, DDN) have been particular beneficiaries of xAI build-

outs. Wccftech

INFQ, Quantum: Launches America's quantum space initiative

View: INFQ launched America's Quantum Space Initiative, a coalition to accelerate quantum

technologies for space, with founding innovators Voyager Technologies, Armada, Monarch

Quantum, and CU Boulder. The group will establish a Quantum Space Hub to advance quantum

sensing, timing, navigation, communications, and computing across commercial, civil, and defense

applications. It builds on INFQ's space heritage, including NASA's Cold Atom Laboratory aboard the

ISS and the NASA Quantum Gravity Gradiometer Pathfinder mission, slated to be the first quantum

gravity sensor in space.

We see this news as further validation of INFQ's positioning at the quantum and national-security

intersection, though it is early-stage with longer-dated revenue implications. We would also note

that given some fellow industry peers (such as IONQ, who last year signed an MOU with the DOE for

deploying quantum technologies in space) are also declaring intent to invest in space R&D, INFQ's