JPMorgan Chase invests $1.5 trillion! Quantum computing accelerates

While Silicon Valley venture capital firms are still focused on short-term, quick-turnaround investments, Wall Street giant JPMorgan Chase has quietly launched a long-term bet with national strategic significance.

On October 13, JPMorgan Chase announced the launch of a ten-year, $1.5 trillion "Security and Resilience Initiative," aimed at promoting and investing in industries critical to national economic security and resilience. The initiative will invest up to $10 billion across 27 sub-sectors across four key sectors: supply chain manufacturing, defense and aviation, energy technology, and cutting-edge technologies. Quantum computing is specifically listed as a core area of "cutting-edge strategic technologies."

Following the announcement, quantum computing stocks surged. Rigetti's stock price surged 25%, D-Wave's 23%, Arqit Quantum's 20%, IonQ's 16%, and Quantum Computing's 12%.

While the industry marveled at these massive figures, quantum practitioners were already perceiving a deeper signal: as one of the 27 sub-sectors, quantum computing has not only received a clear investment boost but is also considered a core competitive advantage for national development.

This isn't simply a commercial investment. It reflects financial capital's ambition to reshape the underlying rules of the game in the era of Sino-US quantum technology competition. It's also the ultimate showdown between "patient capital" and "impatient capital" over future industrial dominance.