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Chronicles

The story behind the story

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A profile of PsiQuantum, which has raised $1B in 2025, is building a quantum computer with GlobalFoundries-made photonic chips, and is highly regarded by DARPA

The company has drawn governments, a major chipmaker, and the Pentagon into an effort to control fragile photons and build a useful quantum machine.

MIT Technology Review James O'Donnell

Context & Ripple Effects

PsiQuantum’s financing path has progressed from large private rounds in 2020 and 2021 to substantial government-backed support in Australia and a $1B raise in 2025. Across that coverage, its stated objective has remained a million-qubit commercial machine.

The profile adds an execution dimension to that funding story: PsiQuantum is relying on GlobalFoundries-made photonic chips while drawing close attention from DARPA and the Pentagon. That ties its technical approach to both established chip manufacturing and strategic-government interest.

First-order effects

  • PsiQuantum gains the capital and manufacturing relationship needed to continue pursuing photonic quantum hardware at a scale beyond a laboratory-only effort.
  • GlobalFoundries becomes a consequential production partner for PsiQuantum’s architecture, while DARPA and Pentagon involvement raises the strategic visibility of the company’s progress.

Second-order effects

  • PsiQuantum’s progress puts pressure on other quantum-computing developers to show not only qubit-roadmap ambitions but credible routes to manufacture and scale their hardware.
  • Government participation and defense monitoring can make quantum startups more dependent on partnerships that combine private capital, public support, and specialized fabrication capacity.

Third-order effects

  • If photonic quantum systems can be produced through chip-fabrication partners, the sector may increasingly compete on manufacturability and supply-chain access rather than solely on experimental demonstrations.
  • The growing role of governments and defense institutions suggests that commercially oriented quantum development may also be shaped by national-strategy priorities, though the eventual technical winners remain uncertain.

The trend: Quantum computing is shifting from venture-backed research programs toward capital-intensive industrialization built around fabrication partners and strategic public-sector support.

Discussion

  • @techreview @techreview on x
    The company has drawn governments, a major chipmaker, and the Pentagon into an effort to control fragile photons and build a useful quantum machine. It aims to be the first. https://www.technologyreview.com/ ...
  • Alex Mack Alex Mack on linkedin
    In March 2025, MIT Technology Review's James O'Donnell, Pete Shadbolt, and I walked the halls of a vacant semiconductor fab near San Jose. …