0:00 President Donald Trump signed two executive orders on June twenty-second that just lit a fire under the quantum computing industry.0:09 Yesterday in episode 56, we tracked ten crucial headlines.0:14 Today, one of those stories just changed the entire board.0:18 These orders are aimed squarely at preparing America for "Q-Day"—the moment quantum computers become powerful enough to break the encryption that protects...0:30 well, everything.0:31 While Washington focuses on quantum, Wall Street is split.0:35 Big Tech stocks are selling off sharply today.0:39 The Nasdaq is being dragged down by heavy losses in key players like Micron Technology, which dropped as much as twelve percent.0:48 This is a stark contrast to the sector that's getting the government's attention.0:54 In other news, two giants just locked in a twenty-year bet on artificial intelligence.1:01 Chevron announced a massive power purchase agreement with Microsoft.1:06 They're building a co-located power facility and data center complex in West Texas.1:12 This isn't just another AI deal.1:15 It's a long-term fusion of a legacy energy major with the bleeding edge of cloud infrastructure.1:22 And the broader market?1:24 It's holding its breath.1:25 Futures are mixed as investors brace for the new PCE inflation report.1:31 That’s the Fed’s preferred gauge.1:33 The central question is whether stubbornly high borrowing costs will finally cool down the growth sectors that have dominated this year.1:43 Okay, let's go back to the quantum story.1:46 Because this is where the new rules are being written.1:50 The White House didn't just issue a press release.1:54 They signed Executive Order 14411.1:57 It’s a direct command.1:58 Here's what it does.2:00 It establishes a national push to deliver at least one advanced quantum computer to a Department of Energy facility.2:09 The D.O.E.2:09 has ninety days to identify the technical specs.2:13 The Secretary of Commerce has to develop a plan to get commercial firms involved.2:19 This isn't a research grant.2:21 It’s a demand for hardware.2:23 And it goes further.2:25 The order directs Commerce, the National Science Foundation, the Department of Energy, and NASA to each draft five-year plans for advancing quantum sensing and networking.2:37 It tasks the Secretary of War with identifying at least three next-generation quantum sensor projects to field by September 2028.2:47 This is a whole-of-government mobilization.2:50 The most critical piece is national security.2:54 The order explicitly directs intelligence officials to assess the threat from increasingly powerful commercial quantum computers.3:03 It mandates a plan for migrating the entire country to post-quantum cryptography.3:09 It even expands the FBI's counterintelligence team focused on protecting quantum research from adversaries.3:17 The market heard the message loud and clear.3:21 Monday's after-hours trading was a rocket launch for the sector.3:25 IonQ, up more than two percent.3:28 Rigetti, up over two percent.3:30 But the real moves were targeted.3:32 INFQ jumped seven-point-seven percent.3:35 IBM, a legacy giant, popped over four percent.3:39 And QBTS was up five-point-seven percent.3:42 That isn't just market noise.3:44 That is capital re-allocating in real time based on a direct signal from the executive branch.3:51 This isn't just about building faster computers.3:55 It's about who controls the keys to the digital world.3:59 For years, quantum computing has been a theoretical race.4:03 Last night, the U.S.4:04 government declared its intention to start building the finish line.
