INFQ upcoming opportunities (bull)
I see a lot of important info that hasn’t really been posted here yet. So if anyone is wondering why I’m so bullish, let me spell it out.
There are more than a dozen grant opportunities currently posted for Q2, Q3, and Q4. Some of them look almost tailor-made for Infleqtion.
First, DOE Compute: the recent computing RFI. Only a neutral atom platform can actually win this one.
Then SBIRs. There are four topics this cycle that are directly relevant to INFQ. In my view, these are not “maybes.” These topics were clearly crafted with Infleqtion in mind. Massive.
Keep in mind: Phase I awards are small (<1M), but then come Phase IIs, over $1M. After that, you get the opportunity for Phase IIIs and TACFI-type awards, which can be $10M+. So just from this lane alone, you are looking at a potential path to anywhere from $3M to $50M+ in contracts over the next two years.
These would be sequential awards spread across years, but that is exactly the point. They can support guidance, de-risk future revenue, and potentially help them meet targets independently of compute progress or product sales just on these SBIRs alone, so think of the revenue growth!
Then there’s the NIST quantum manufacturing CRDO, where vapor cells are one of the key pillars. Who else realistically has a strong shot there? Not many. There's also going to be the CHIPs quantum money. No way INFQ doesn't get a cut.
And DOE/DOW quantum-in-space funding is expected soon too, along with more quantum sensing opportunities.
This is why I’m bullish and all in to the moon and beyond.