D-Wave Quantum Inc. (QBTS) is making its move into the defense world, and it's doing so with purpose. The company just launched a new U.S. government business unit dedicated to getting quantum computing into the hands of federal agencies and defense operations. Think of it as D-Wave's way of saying: we're ready for the big leagues.
Leading this effort is Jack Sears Jr., a veteran defense-sector executive who's been named vice president of U.S. government solutions. His job? Oversee everything from go-to-market strategy to secure product development and federal compliance. Basically, all the things you need to check off before the Pentagon takes you seriously.
Defense Officials Are Actually Asking for This
Here's what makes this interesting: D-Wave isn't just knocking on doors hoping someone will listen. According to the company, senior defense leadership is actively calling for quantum solutions. We're talking about the Department of Defense's Undersecretary for Research and Engineering Emil Michael, Army Secretary Daniel Driscoll, and Navy Acting CTO Justin Fanelli. These aren't tech evangelists speculating about the future—they're decision-makers saying they need quantum applications for logistics and national security challenges right now.
Hardware Already in Place
D-Wave isn't waiting around either. The company recently deployed its Advantage2 quantum system at Davidson Technologies' Alabama headquarters. The system is designed to tackle mission-critical government problems and will eventually handle sensitive workloads. That's a meaningful step—putting actual quantum hardware in a facility that works on defense missions.
Why Now?
Dr. Alan Baratz, CEO of D-Wave, framed it this way: "The call to use quantum technologies to address our nation's interests is increasing, as the U.S. government faces complex challenges that require more powerful and agile problem-solving resources to protect our nation."
Sears added that D-Wave's technology can already solve real-world challenges today, and the new unit's mission is to aggressively expand quantum adoption across defense agencies. That's notable because quantum computing has long been pitched as a "someday" technology. D-Wave is betting its systems are ready now.
Quantum Is Having a Moment
The broader quantum sector is catching fire. D-Wave Quantum stock has surged 155% year-to-date, reflecting growing optimism that quantum computing could be a foundational technology for AI and beyond.
And it's not just D-Wave. Alphabet Inc. (GOOGL) (GOOG) CEO Sundar Pichai recently compared quantum computing's current stage to where AI was five years ago. In a BBC Newsnight interview, he said quantum could enter a "very exciting phase" within the next five years and called it a foundational leap that will help simulate nature and unlock broad societal benefits.
That rare timeline for commercialization from one of tech's biggest players has renewed investor focus on quantum as potentially the next major wave in computing. When the CEO of Google starts giving timelines, people pay attention.
The Bottom Line
D-Wave is making a calculated push into government and defense at a time when quantum computing is transitioning from lab curiosity to practical tool. With actual hardware deployed, senior defense officials expressing interest, and the broader sector gaining momentum, D-Wave is positioning itself to capture a slice of what could be a significant market. Whether quantum lives up to the hype remains to be seen, but the pieces are falling into place.
QBTS Price Action: D-Wave Quantum shares were up 1.82% at $21.81 during premarket trading on Tuesday, according to market data.