ThinkTankWeekly

Government as a Demand Creator for the Quantum Industry

CSIS | 2026-03-19 | tech

Topics: AI, Europe, Indo-Pacific, Trade, United States

Visit original source

ThinkTankWeekly provides a curated entry and summary only. Full text and PDF remain on the publisher's website.

English Summary

This CSIS report argues that the U.S. government must transition from a mere R&D funder to a strategic 'demand creator' to help the quantum industry bridge the 'valley of death' between research and commercial deployment. The authors highlight that high technical uncertainty and long development timelines have left private investment insufficient, particularly when compared to the massive capital flows into AI. To overcome this, the report recommends institutionalizing guaranteed purchase commitments—modeled after Operation Warp Speed—and utilizing flexible contracting mechanisms to provide the market certainty needed to scale quantum computing, sensing, and networking infrastructure.

中文摘要

這份 CSIS 報告指出,美國政府必須從單純的研發資助者轉型為策略性的「需求創造者」,以協助量子產業跨越研究與商業應用間的「死亡之谷」。作者強調,技術的高度不確定性與漫長的研發時程,導致民間投資不足,尤其是在與人工智慧領域龐大的資金流入相比之下。為了解決此一問題,報告建議參照「神速行動」(Operation Warp Speed)模式,將保證採購承諾制度化,並利用靈活的合約機制,提供擴展量子運算、感測及網路基礎設施所需的市場確定性。

Related Entries

  1. 1.
    2026-06-26 | americas | 2026-W26 | Topics: Trade, United States

    The World Cup provides a unique diplomatic opportunity for North American co-hosts (US, Canada, Mexico) to overcome deep historical and political frictions. Despite ongoing economic tensions and border disputes, the region maintains profound integration, evidenced by $1 trillion in annual cross-border trade and large trans-national populations. The shared cultural experience of major global events can transcend nationalistic divides, allowing leaders to refocus on common ground. Policymakers should leverage such moments to promote cooperation and build social bridges, mitigating geopolitical disputes that threaten continental stability.

    Read at CFR

  2. 2.

    Despite significant damage to its naval fleet, shipyards, and production facilities from recent strikes, Iran is expected to quickly reconstitute its military industrial base. This reconstitution relies heavily on importing dual-use components, such as machine tools, drone parts, and marine engines, through alternative routes like Pakistan or China. To counter this threat, the report advises that policymakers must extend sanctions mechanisms—particularly 'no reexport' clauses—and proactively engage third countries with direct access to Iran. Furthermore, monitoring allied firms dealing with key suppliers in China and Turkey is crucial to slowing down and raising the cost of necessary procurements.

    Read at CSIS

  3. 3.
    2026-06-26 | europe | 2026-W26 | Topics: Middle East, Nuclear, Russia, Ukraine, United States

    Ukraine demonstrates remarkable resilience and technological adaptability despite continuous Russian attacks on civilian infrastructure and critical services. While Kyiv's military is adapting through innovative drone warfare and strikes, its long-term stability requires sustained international support to counter Russia’s escalating threats. Strategically, the U.S. must coordinate with key European powers (E3) due to shifting political attention, while immediately deploying negotiators to Ukraine to gain ground truth and plan for potential escalation scenarios.

    Read at Brookings

  4. 4.

    Africa's economic landscape is at a critical inflection point, shifting away from traditional foreign aid toward sophisticated commercial investment and private-sector co-investment. This transition is underpinned by major regional initiatives like the African Continental Free Trade Area (AfCFTA), which grants African nations significant agency and negotiating leverage. Consequently, external powers must pivot their strategy from conditional development assistance to facilitating partnerships in key sectors such as digital infrastructure, energy transition, agribusiness, and critical minerals. Failure to acknowledge Africa's growing market options risks diminishing the influence of any single global partner.

    Read at CFR

  5. 5.
    2026-06-26 | tech | 2026-W26 | Topics: China, Trade, United States

    The CSIS report argues that memory availability, particularly advanced High Bandwidth Memory (HBM), is becoming a critical bottleneck for AI deployment, potentially surpassing the importance of logic chips. Rapid and sustained demand from hyperscale data centers is currently outpacing global production capacity, leading to supply constraints evidenced by manufacturers selling out future production slates. Given that new fabrication facilities require years and massive investment to build, this shortage is projected to persist through 2027 or beyond. Policymakers must therefore prioritize strengthening domestic memory manufacturing capacity and securing resilient supply chains to prevent hardware bottlenecks from constraining broader industrial competitiveness.

    Read at CSIS