Welcome to this week’s recap on everything that is quantum computing. Today, we track the launch of a hybrid site in New York, a rare supply deal for cryogenic gas, and a new step for silicon qubits. We also see ORCA line up with Nvidia (NVDA) for a photonic link. For investors, Digital Realty Trust (DLR) stays in view as a host for this new class of compute.
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OQC and Digital Realty Open Hybrid Site in New York
We begin our biweekly journey with Oxford Quantum Circuits (OQC), which has joined with Digital Realty Trust to open the first quantum AI site in New York City. The Genesis system now runs inside the JFK10 hub and links with Nvidia Grace Hopper superchips. The site is designed to host jobs that integrate quantum computing with AI in a single workflow.
The setup is part of the UK-US Tech Trade Partnership and marks the first quantum system to run inside a New York data center. It offers banks and firms tools for fraud checks, risk math, and model training. OQC plans to ship future systems with Nvidia parts as standard.
Bluefors Secures Helium 3 Supply
Next, Bluefors has signed a long-term plan with Interlune to buy up to ten thousand liters of helium 3 each year from 2028 through 2037. The gas is key for dilution fridges that cool qubits near zero. Prices run high, with some trade in the $2,000 to $15,000 per liter range.
The pact aims to ease a bottleneck in the quantum supply chain as more labs move to scale. For investors, this type of deal locks cost lines and signals prep for larger runs of hardware in the next decade.
Quantum Motion Ships Silicon Stack
Quantum Motion, a London-based quantum computing company, has produced the first full-stack silicon CMOS quantum computer on a 300mm wafer line. The unit was set up at the UK National Quantum Computing Centre in London and fits in three server racks.
The design works with Qiskit and Cirq and can scale with new tiles of qubits. The path may lower cost and speed up fab yields since it uses the same base flow as standard chips. This is a move that may draw more backers as the firm shows that mass scale can be reached with silicon.
ORCA Links Photonic Chips with Nvidia
We conclude this piece with ORCA Computing, which has set up a live link that ties its photonic quantum units with Nvidia GPUs. The demo was run with Imperial College and a site in Poland, utilizing the CUDA Q stack. The gear ran in a standard rack and showed that quantum AI jobs can run in current HPC halls. The plan provides firms with a way to test mixed jobs without requiring new builds, and it adds one more path for hybrid computing in real-world sites.
We used TipRanks’ Comparison Tool to line up some of the top quantum stocks. It’s an easy way to see how they compare and get a sense of where the space might be headed.
