By André M. König

The just-released 2025 Annual Report to Congress doesn’t mince words: Quantum is no longer just a research silo — it is a mission-critical national asset.

At Global Quantum Intelligence, LLC, we’ve long analyzed the divergence between the U.S. “distributed” innovation model and China’s “centralized” industrial strategy. This report confirms that the gap is closing, and the stakes are shifting from theoretical supremacy to industrial utility.

Key Takeaways from a GQI Perspective:

  • The “Quantum First” Mandate: The Commission explicitly recommends a national goal to achieve quantum advantage by 2030 in three specific domains: Cryptography, Drug Discovery, and Materials Science. This aligns perfectly with GQI’s sector analysis — these are the first movers for economic value.
  • Infrastructure over Qubits: Crucially, the report highlights a massive gap in the enabling stack. It calls for modernizing cryogenic labs, fabrication lines, and measurement facilities. As our data shows, you can’t build a quantum economy on qubits alone; you need the industrial supply chain to scale them.
  • The Convergence Multiplier: The report identifies the intersection of Quantum + AI as the ultimate asymmetric advantage. This isn’t just about faster computing; it’s about redefining the foundations of intelligence and secure communication.
  • The Sovereign Risk: China is pouring “industrial-scale funding” into these dual-use technologies, often obscuring progress in cryptographically relevant sectors. The U.S. response must be equally robust, moving from “funding science” to “buying outcomes.”

The window for “wait and see” has closed. Read the full report to congress here.

November 18, 2025

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