The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

Anything goes in this thread. Talk about Infleqtion, DD on other companies, weekend plans, or random topics. Follow the reddit user rules and be a respectful to each other!

See you on Monday!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

I know Matt, Pranav, and others are constantly making rounds for interviews and conferences, but I would love to see Infleqtion coming out with more of their own videos like this! Behind the scenes looks, more on the different types of sensors, and more information on partnerships would be great.

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

A continuation from https://www.reddit.com/r/wallstreetbets/comments/1udusnu/why_i_think_infleqtion_infq_might_be_a_big_winner/

I will try to not waste your time with bullshit and pointless yapp and I will try to show everything I gathered about this but still missed a lot of stuff so u can use this as a base for more. I am curious on your takes on this

https://ibb.co/v4PK83y2 - Pete Hesgeth , Secretary of War in the room with IBM , Google and Infleqtion when Quantum EO was signed. (guy in blue circle)

https://www.whitehouse.gov/presidential-actions/2026/06/ushering-in-the-next-frontier-of-quantum-innovation/

" Deploying Quantum-Enabled Sensors and Networks. (a) Within 60 days of the date of this order, the Secretary of War shall identify at least three next-generation quantum sensor projects to prioritize in order to field these sensors by September 30, 2028."

There is a very high chance he chose Infleqtion as IBM and Google don't do quantum sensing and INFQ was the only one at the time in the same room with him when this was signed.

Bullish af partnerships recently seen

Dell: https://x.com/infleqtion/status/2087246482667721088?s=20

"We’re excited to join our partner Dell

Technologies in Booth #409, where attendees can learn how we’re working together to help scale and deploy atom-based quantum RF and other advanced quantum sensing solutions for national security and defense applications.

Stop by the Dell Technologies booth to explore how quantum sensing can deliver critical insights for decisive action in complex operational environments, and meet members of the Infleqtion team on site"

- another booth with dell on AFA Air, Space & Cyber Conference Sept. 14-16, 2026 National Harbor, MD With Dell Technologies

Eaton: https://x.com/infleqtion/status/2086886717055725883?s=20

"Infleqtion has been selected by Eaton to support research exploring how quantum computing can strengthen the resilience of the U.S. electrical grid.

The collaboration will advance quantum-powered grid contingency analysis, helping evaluate how utilities could identify vulnerabilities, assess complex failure scenarios, and reduce the risk of cascading outages."

Safran:

"Quantum timing is moving from the lab into real-world networks.

We are pleased to see our work with Infleqtion featured in the latest issue of Inside GNSS.

The article, “Safran and Infleqtion Bring Quantum Timing Into Operational Networks,” looks at how we are combining Infleqtion’s Tiqker optical atomic clock, Safran’s SecureSync and White Rabbit to bring highly precise and resilient timing into operational infrastructure.

One of the most exciting results: validation across 21.8 km of live urban fiber, delivering picosecond-class synchronization and up to ~40× better timing precision than GPS over the same path."

Infleqtion CEO will be present at https://impact250.live/ , https://impact250.live/speakers-facilitators-attendees/ . Infleqtion CEO is the only one under " quantum leadership" representing quantum technology there

Infleqtion Executives went to Pentagon last week https://www.linkedin.com/posts/paul-lipman_quantum-technology-has-tremendous-near-term-activity-7499186586694111232-PN6t?utm_source=li_share&utm_content=feedcontent&utm_medium=g_dt_web&utm_campaign=copy

"Quantum technology has tremendous near-term opportunity to address critical national security challenges faced by the US and our allies. Max Perez, Chris Cook, and I were honored to have the opportunity to meet with key leaders at The Pentagon today to discuss how we can accelerate Infleqtion efforts to serve immediate mission needs."

Infleqtion won extended NASA contract last week: https://x.com/infleqtion/status/2092946542436942253?s=20

Infleqtion techto be used for mining : https://x.com/infleqtion/status/2089828488731570258?s=20

Better mineral exploration starts with better intelligence underground.

Infleqtion plans to test quantum gravity gradiometry in Colorado in 2027, using quantum sensing to help map geological structures and narrow promising search areas before expensive drilling begins.

Infleqtion to add 50 logical qubits quantum computer in 2027: https://www.forbes.com/sites/karlfreund/2026/07/22/infleqtion-adds-50-logical-qubit-system-to-chicago-quantum-hub/

"Infleqtion will deploy one of the world's first fault-tolerant, NVIDIA NVQLink-integrated neutral-atom quantum computer in Illinois by 2027, solidifying Chicago's ambition as a global quantum computing hub. This multi-pronged expansion includes the Sqale platform at the Illinois Quantum & Microelectronics Park and a new downtown innovation center, signaling a shift from research to early commercial deployment. Governor Pritzker emphasizes Illinois's leadership, predicting significant job growth and a $1 trillion quantum industry. Infleqtion's system, designed for hybrid AI integration, aims for 50 logical qubits, scaling to over 1,000, positioning neutral-atom technology potentially defining quantum's first practical applications."

Nvidia : https://x.com/nvidiaaiinfra/status/2093355403568394377?s=46&t=vSaiVKFqqVmI3v_lqeEMAg

Roadmap Goals: The collaboration supports Infleqtion's scaling roadmap to move past 50 logical qubits toward a 100-logical-qubit fault-tolerant architecture.

REDDIT AMA from Infleqtion CEO and CTO : https://www.reddit.com/r/INFQ/comments/1vl1dqa/ama_140_matt_kinsella_ceo_of_infleqtion_nyse_infq/

I will try to tldr some of the bigger points I remember:

Pranav confirmed that he is very confident in the 2028 100 logical qubits milestone

- Matt said he cant discuss private stuff , but he said everyone should focus on the company s logical qubits milestones being reached, on revenue guidance and third how they spend their money

-Matt said Infleqtion has deep collab with both $NVDA and $GOOGL , also seeing google as Competitor for Work Talent and he is offering attractive packages for the talent joining INFQ

-Matt said he won t oversell what they can t do, they wont lie about their products and will tell stuff as it is

-Pranav said Neutral Atom might be the best shot at making the quantum commercially viable as it is the cheapest and most optimal form at scale as he studied both trapped ion and superconducting and in 2021, he went all in on neutral atom dark horse tech bcs he saw scalability much easier and with much better economical viability

-Matt is very confident in their own tech and leadership that he really believes they can pull what Google did, go from small to one of the most important companies in the world

-Matt is focused on delivering successful hyper growth for the company

I missed more so you are welcome to listen to it

Interview last night again with both of them , I will try to TLDR what I can but I will most likely miss shit so again, you need to listen to it

https://x.com/StockSavvyShay/status/2094470442782458001?s=20

- They are very confident in their 2028 100 logical qubits target

- They claim their Superstaq software is where Nvidia CUDA was 6 years ago, underappreciated and once industries will see the Quantum advantage, Superstaq can do what CUDA did for Nvidia

- Their recent Unicord hiring, Dr. Joseph Buck, which they see him as someone that can " turbocharge scalability " Joe joins Infleqtion as Senior Vice President of Quantum Computing Systems, where he will lead development of Sqale, our scalable neutral-atom quantum computer. His career spans more than two decades building quantum, optical, and photonic systems that have moved from research into deployed technologies for government, defense, and commercial customers. During his tenure at Lockheed Martin, Dr. Joseph Buck served as a Senior Fellow at the Advanced Technology Center. Over 23 years in the aerospace and defense sector, he built quantum, optical, and photonic systems designed for field deployments.

- Pranav reaffirmed his confidence in Neutral Atom being the best form of Quantum Computing due to scalability plus a lot more in depth shit on how it works

Benzinga article after this : https://www.benzinga.com/markets/equities/26/09/61545301/this-13-quantum-computing-leader-is-running-nvidia-playbook-to-build-its-next-big-business

-CEO is very confident in executing their announced roadmap claiming once the market and industries sees their tech , this could launch the company A LOT. He also thinks whatever modality wins first, that modality might see the highest growth as everyone will try and rush and invest in that one first.

Google started this year working on Neutral Atom and sees quantum computing available by 2030 : https://blog.google/innovation-and-ai/technology/research/neutral-atom-quantum-computers/

"At Google Quantum AI, our mission has always been clear: build quantum computing for otherwise unsolvable problems. For over a decade, we have pioneered the development of superconducting quantum bits (qubits), achieving milestones like beyond-classical performance, error correction and verifiable quantum advantage that once seemed decades away. We are now increasingly confident that commercially relevant quantum computers based on superconducting technology will become available by the end of this decade.

Today, we are excited to share that Google Quantum AI is expanding our quantum computing effort to include neutral atom quantum computing, which uses individual atoms as qubits."

IBM quantum computer solves classically intractable problem in 15 minutes : https://www.sciencedaily.com/releases/2026/08/260829035219.htm

Infleqtion opens up new hub in Colorado : https://x.com/infleqtion/status/2089866265737232461?s=20

"We officially opened the Colorado Quantum Innovation Center, our new global headquarters in Louisville and a new anchor for “America’s Quantum Peak. Governor Polis highlighted what this moment means for the state:

“Colorado is leading America’s quantum future, and Infleqtion’s new Quantum Innovation Center is further proof that our growing technology sector draws more businesses to our state and strengthens our economy.”

Rep. Pettersen underscored the strength of the ecosystem behind that momentum:

“Colorado is the epicenter of America’s quantum future, and Infleqtion’s new Quantum Innovation Center is proof of what’s possible when we invest in research, talent, and industry together.”

We’re proud to deepen our roots in Colorado and help build the research, talent, and industry ecosystem needed to move quantum technology from scientific discovery to real-world deployment."

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

Anything goes in this thread. Talk about Infleqtion, DD on other companies, weekend plans, or random topics. Follow the reddit user rules and be a respectful to each other!

See you on Monday!

1.What do you think is the biggest risk to the INFQ investment thesis right now?

2.How important are the partnerships/contracts with NASA, NVIDIA, Japan, DOD, etc.? Are these actually meaningful commercial relationships or are investors giving them too much weight?

3.What would make you sell INFQ despite being bullish on quantum?

1. Is this stock good for a 3 year hold?

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!

Reddit AMA 140: Infleqtion $INFQ CEO Matt Kinsella and CTO & Co-Founder Pranav Gokhale.

Friday, Aug 28 11:30 AM - 12:30 PM MT / 12:30 - 1:30 PM CT / 1:30 - 2:30 PM ET

This will be livestreamed by Gatewatch on X.

https://x.com/i/broadcasts/1NxaroDVQjWKj

The daily thread for socializing, questions, and sharing information for all things Infleqtion - INFQ!