Atom Computing

So if only Cisco goes in and says, let's solve transduction, it'll get solved in a certain way.

If only IBM or Atom Computing or whoever, pick your compute vendor of choice.

If only they go and say, let's solve transduction, they're only solving it for their use case.

And so it'll be solved in a very different manner.

It's a journey for the quantum network as we're building it out on the quantum side.

So the two partnerships that we've announced on the compute side, there's one with IBM on the superconducting.

There's one with Atom Computing.

on the neutral atom side and we are also investors on the atom computing side and so these are the two that we've announced you would expect us to have other partnerships in other compute modalities because again our principle is that on our design principle is that the network is uniform is homogeneous and it should be able to connect any to any The switch has been built that way.

kind of being a category of that, if it's not just pure SaaS.

We talked about Atom Computing kind of before this as well, which falls roughly into that quantum AI side.

Are colleges getting better or worse? How much better is that problem right now?

Yeah, in some ways they've gotten better.

So they got their PhDs and then loved the community and state.

So a lot of the Companies you read about, Flexion Atom Computing, Continuum, now IonQ is building a facility here.

A lot of the companies that are at the forefront of quantum are here because their founders got educated, got PhDs at NIST.

At Jilla, the last four physicist Nobel Prize winners came from this area.

I think the administration focusing on supply chain will help that.

So I'm encouraged that there was an announcement last month about a $2 billion funding initiative.

Companies like Atom Computing got $100 million of that.

IBM got a billion of it.

Okay, here we go.

The top five winners for the quarter were SK Hynix, a private position, Atom Computing Inc, TSMC, HUT8 Corp, and Rolls-Royce.

The top five losers for the quarter, excluding hedges, were Telephone and Data Systems Inc, and four short positions.

Portfolio updates.

SaxonQ's percentages lie within, uh, within the correct ballpark.

So if we take Atom Computing, they're, they're a famous company.

One of their quantum computers with one thousand one hundred and eighty qubits has about ninety-nine point six percent fidelity.

Or let's take one of IBM's computers, Fez, with a hundred and fifty-six qubits.