The United States is accelerating the "next generation computing revolution"! GlobalFoundries (GFS.US) has finalized a $375 million subsidy for quantum computing, while new quantum forces are simultaneously receiving funding.

U.S. chip manufacturer GlobalFoundries (GFS.US) announced on Tuesday that it has finalized an agreement with the U.S. Department of Commerce's Chip Act R&D office to receive $375 million in R&D funding aimed at accelerating the development trajectory of its Quantum Technology Solutions (QTS) business. This initiative is designed to help scale semiconductor manufacturing based on quantum computing in the U.S. and to solidify America's leading position at the forefront of the global "next computing revolution" in the field of quantum computing technology. Almost simultaneously, three emerging U.S. quantum computing firmsRigetti Computing (RGTI.US) saw its stock price surge nearly 10% in early trading, D-Wave Quantum (QBTS.US) also rose nearly 10%, and Quantinuum (QNT.US) climbed over 5%. These three quantum computing companies announced on Tuesday that they have signed a final agreement with the U.S. Department of Commerce to secure $100 million in funding for accelerating R&D projects aimed at addressing critical technological challenges related to the large-scale expansion and development of superconducting quantum computers. The U.S. government is striving to gain a long-term advantage, and the funding allocation reflects its emphasis on mastering the core manufacturing foundations of quantum computing. IBM and GlobalFoundries together represent $1.375 billion, accounting for about 68.3% of the total. IBM plans to contribute an additional $1 billion in cash, raising the initial cash investment for the Anderson project to $2 billion and constructing a 300mm quantum wafer fabrication platform to serve IBM and external customers. This indicates that the U.S. aims to occupy a pivotal position in quantum chip processes, manufacturing capacity, supply chains, and commercial ecosystems rather than simply betting on a breakthrough from any single quantum computing company. The quantum executive order issued in June further emphasizes national strategy, reliable supply chains, and industrialization. According to this subsidy agreement, U.S. chip manufacturer GlobalFoundries is eligible to receive up to $375 million in funding over five years, with specific disbursements tied to the achievement of designated milestones. Benefiting from the stimuli and bullish sentiment brought about by this government subsidy related to quantum computing, GlobalFoundries' stock price rose over 3% during early trading hours. For investors, the value of this round of policy subsidies lies in reducing financing constraints on R&D and manufacturing expansion while increasing visibility for industrialization. GlobalFoundries and its quantum foundry platform can serve various technological pathways; emerging quantum companies can obtain funds to advance error correction, scalable control, and system integration. Subsidy amounts, qubit counts, and commercial revenue remain different metrics: what truly determines long-term valuation is the ability to manufacture reliable systems and provide a tangible advantage in economically valuable tasks over classical computing. GlobalFoundries stated that the agreement promotes the long-term goal of establishing a secure, domestically-based ecosystem for quantum computing chip development and manufacturing. Through its Quantum Technology Solutions business, the company is accelerating R&D, expanding the availability of advanced manufacturing capabilities, and enabling quantum computing firms to transition from research and prototyping stages to commercial-scale production. The company recently announced that it has signed a letter of intent worth $300 million with the U.S. Department of Commerce's Chip Act R&D office to expedite the development process in the field of silicon photonic computing. GlobalFoundries is one of the biggest beneficiaries of the U.S. government's "chip manufacturing reshoring" policy. GlobalFoundries is a key beneficiary of the U.S. push for localized chip manufacturing, particularly in the domain of mature chip processes above 10 nanometers, customized specialty processes, and critical ancillary chip areas. The company has existing manufacturing bases in New York and Vermont that can meet local procurement demands from automotive, communications, aerospace, and defense clients. Policy support has spanned two administrations: In 2024, the U.S. Department of Commerce confirmed a manufacturing grant of up to $1.5 billion; in 2025, GlobalFoundries announced a partnership with the Trump administration to promote a total of $16 billion in American manufacturing, advanced packaging, and R&D investment plans. GlobalFoundries' primary competitive route is not focused on advanced logic processes at 3nm or below, as is the case for Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR and Intel Corporation, but rather on differentiated specialty customizable manufacturing processes. Its manufacturing platform primarily includes 12nm FinFET, 22nm fully depleted silicon-on-insulator (FD-SOI), as well as radio frequency, silicon germanium (SiGe), power management, and customized silicon photonic technologies. Compared to the investments by Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR, Samsung, and Intel Corporation in advanced logic processes, GlobalFoundries places greater emphasis on energy efficiency, RF performance, reliability, and manufacturing costs required for specific applications; it can also support some cutting-edge process AI computing accelerators at the edge. GlobalFoundries directly benefits from the expansion of AI computing through high-speed interconnect and power supply upgrades at data centers. Large-scale AI GPU/TPU.XPU clusters require higher bandwidth and lower power consumption for transmission, driving demand for silicon photonics, near-package optics (NPO), and co-packaged optics (CPO); the $300 million R&D funding letter of intent signed by GlobalFoundries in July is aimed at these areas, with its SCALE platform targeting 400Gb/s performance. In terms of power chips for data centers, Nanwei Semiconductor previously announced on September 1 that its fifth-generation GaNFast products, manufactured using GlobalFoundries' 200mm GaN process in the U.S., will begin wafer shipments this September. These two business lines correspond to "how data is efficiently transmitted" and "how power is efficiently converted" in AI clusters, enabling GlobalFoundries to participate in the growth of AI infrastructure. The quantum business adds another long-term manufacturing opportunity for GlobalFoundries. Its QTS business plans to cover quantum processing units (QPUs), low-temperature readout and control chips, as well as advanced packaging and superconducting interconnects while supporting various quantum computing technological pathways. This positioning is advantageous for serving different quantum computing developers, transitioning laboratory prototypes into repeatable and scalable manufacturing processes. The maximum of $375 million in funding will be disbursed over five years based on milestones, significantly alleviating pressure on the R&D funding chain. Next-generation computing revolution The U.S. Department of Commerce's support for quantum computing is essentially a bid for dominance in the next-generation computing industry through "R&D funding + government equity + local manufacturing." On May 21, 2026, the Department announced funding intentions for nine companies, totaling $2.013 billion, covering two quantum chip manufacturing platforms, including GlobalFoundries, and seven quantum computing developersamong them, IBM's Quantum wafer foundry project Anderson, GlobalFoundries, Atom Computing, D-Wave Quantum, Infleqtion, PsiQuantum, Quantinuum, Rigetti Computing, and Diraq, overseen by the R&D office under the Chips and Science Act. The core objective is to transition quantum computing from laboratory prototypes to fault-tolerant systems with practical application value while establishing U.S.-based manufacturing and supply chain capabilities; these arrangements also include conditions for the government to acquire minority, non-controlling interests in the funded entities. GlobalFoundries' agreement, worth up to $375 million, focuses on supporting "how quantum chips can be manufactured at scale." The funding will be disbursed over five years according to designated milestones for its quantum technology solutions business, including quantum chip manufacturing, low-temperature control and readout circuits, and advanced packaging and interconnects. The ability of quantum companies to create experimental prototypes does not imply they can reliably and consistently manufacture large quantities of performance-consistent devices; GlobalFoundries' role is to convert these laboratory designs into reproducible manufacturing processes, lowering the threshold for the industry from R&D to mass production. Recent developments indicate that some projects have moved from funding intentions to formal agreement stages. Before the U.S. stock market opened on September 8, Rigetti, Quantinuum, and D-Wave each announced the finalization of related agreements. Quantinuum also chose GlobalFoundries as one of its manufacturing partners for next-generation ion trap and control electronic devices, utilizing 300mm wafer technology. This shows that GlobalFoundries not only directly gains support for manufacturing R&D but may also benefit from cooperative technology developments and subsequent production needs from the funded quantum companies, linking quantum hardware R&D with upstream manufacturing. Quantum computing is considered a prominent research and exploration direction in the "next-generation computing revolution." Its theoretical foundations lie in quantum superposition, entanglement, and interference. Classical bits take on values of 0 or 1, whereas quantum bits can exist in a superposition of both; multiple quantum bits form joint states through entanglement, and algorithms utilize quantum gates to control interference, enhancing the probability of obtaining target results. Although the state description of n quantum bits involves 2 base states, this does not imply that all answers can be read simultaneously nor that all tasks will experience exponential speedup. Its breakthrough potential mainly manifests in specific problems such as molecular and material simulation and large integer factorization; robust and reliable calculations over extended durations still necessitate quantum error correction, organizing the error-prone physical quantum bits into reliable logical quantum bits. In the future, a synergistic system between quantum computing and classical computing is more likely to emerge.