Region 01 · Full brief

North America

The world’s deepest commercial quantum market, a Canadian policy push to keep headquarters at home, and a Mexican landscape that is research and teaching — not a startup scene.

United States

Commercial leader

Superconducting, trapped-ion, neutral-atom, photonic, and topological efforts all have serious US contenders, plus the hyperscaler clouds researchers elsewhere actually log into. The 2025–26 shift the brief describes is from research grants toward industrial policy: DARPA’s Quantum Benchmarking Initiative, CHIPS equity stakes, executive order 14413, and IBM’s purchase of HRL.

Programmes

  • National Quantum Initiative (2018 statute, coordinating role through December 2029) via NQCO, SCQIS, ESIX, and NQIAC. Public trackers cite about $1.2 billion cumulative; treat that total as approximate.
  • NSF FY2026: about $231 million requested for quantum information science. NQNI user-facility sites, roughly $60–100 million anticipated over FY2026–2030.
  • EO 14413 (June 2026), “Ushering in the Next Frontier of Quantum Innovation.” Updates the national strategy within 180 days. Creates QC–ADDS: at least one large-scale scientific quantum computer at a DOE facility. A White House fact sheet notes about $625 million in major national quantum research institutes.
  • NIST PQC: FIPS 203 (ML-KEM), 204 (ML-DSA), and 205 (SLH-DSA) finalised August 2024. HQC selected as a backup KEM in March 2025.
  • DARPA QBI: path toward industrial fault tolerance around 2033. About 11 Stage B companies reported as of November 2025, including Canadian firms.
  • CHIPS equity awards (letters of intent May 2026; final awards reported September 2026): a Commerce/NIST package reported at about $2.013 billion across nine companies, minority non-controlling stakes. Reported split: IBM about $1 billion; GlobalFoundries about $375 million; about $100 million each to D-Wave, Rigetti, PsiQuantum, Quantinuum, Atom Computing, and Infleqtion; up to about $38 million to Diraq. Verify against Commerce releases.

Labs

  • DOE centres renewed in 2025 — see the table. Leads: Brookhaven (C2QA), Argonne (Q-NEXT), Berkeley with Sandia (QSA), Oak Ridge (QSC), Fermilab (SQMS).
  • NIST Gaithersburg and Boulder; Sandia; LANL; LLNL.
  • Chicago Quantum Exchange and the Duality accelerator. Yale, MIT, Harvard, Berkeley, UCSB, Maryland/JQI, CU Boulder/JILA, Caltech with AWS.
  • QED-C, the NIST-affiliated industry consortium.

DOE quantum centres

As listed on DOE pages in the North America brief. Directors were current as of that sourcing.
CentreLeadDirectorFocus
C2QABrookhavenCharles BlackSuperconducting materials; modular superconducting and neutral atom; diamond
Q-NEXTArgonneMartin HoltNetworking, interconnects, sensors, chip components
QSABerkeley (Sandia partner)Bert de JongError correction across neutral atom, ion, superconducting
QSCOak RidgeTravis HumbleQuantum-centric HPC; open-source hybrid workflows
SQMSFermilabAnna GrassellinoSuperconducting cavities, multi-QPU linking, cryogenics

Notable companies

Early-stage names in the brief (EeroQ, Atlantic Quantum, Qolab, Logiqal, QC82) are a secondary list without enough public detail for a directory card. Foreign firms with a US footprint — OQC in New York, Alice & Bob in Boston, Q-CTRL, Classiq, Riverlane — are profiled under their home region.

Canada

Industrialising

Canada punches above its weight: D-Wave’s annealing first, 1QBit’s early software, Quantum Valley in Waterloo, and a Quebec superconducting cluster. The 2025–26 policy turn is about keeping headquarters in the country after D-Wave’s gravity pulled corporate offices south. The private-capital market is smaller than the US, which is the constraint the brief names.

Programmes

  • National Quantum Strategy (January 2023), envelope commonly cited at CAD $360 million. Three missions: computing hardware, cyber/PQC and sovereign communications, sensing. Historical government figure: more than $1 billion in quantum research, 2012–2022.
  • Budget 2025 / CQCP: CAD $334.3 million over five years. Phase 1 up to CAD $92 million — up to CAD $23 million each for Xanadu, Photonic Inc., Nord Quantique, and Anyon Systems, with Canadian HQ-retention conditions.
  • Xanadu Project OPTIMISM (August 2026): CAD $195 million via the Strategic Response Fund toward an about CAD $893 million manufacturing project, completing a federal portion of up to CAD $390 million announced in March 2026.
  • Quebec investments into Institut quantique / DistriQ (about CAD $131 million cited in secondary sources). Ontario’s historic Quantum Valley support. DRDC was an early Anyon customer. Calcul Québec runs MonarQ.
  • NRC benchmarking platform under CQCP. Three Canadian firms in US DARPA QBI Stage B: Xanadu, Nord Quantique, Photonic.

Labs

  • Institute for Quantum Computing, University of Waterloo.
  • Perimeter Institute and PIQuIL.
  • Institut quantique, Université de Sherbrooke; DistriQ.
  • Simon Fraser University (T-centre / photonic research with Stephanie Simmons).
  • CIFAR, Quantum Valley Investments, Creative Destruction Lab Quantum stream.

Notable companies

Quantum Bridge and QEYnet (QKD), Quantum eMotion (QRNG), and a sensing bench (SBQuantum and others) are named in the brief. Quantum Benchmark is no longer independent — see Keysight.

Mexico

Research & education

Honest assessment from the brief: the commercial quantum industry is minimal. No venture-scale hardware or software vendor comparable to US or Canadian peers. Online directories that list dozens of Mexican “quantum companies” mostly misclassify ordinary IT consultancies. No NQI-scale industrial strategy with large company awards was identified as of September 2026.

Policy and non-companies

  • SECIHTI, the science secretariat under the Sheinbaum administration, works with UNAM, CINVESTAV, and INAOE on semiconductor design capacity (Plan México / Proyecto Kutsari in Puebla, Jalisco, and Sonora). That is adjacent to quantum computing, not the same industry.
  • UNAM hosted QUANTUM@UNAM during the 2025 International Year of Quantum.
  • Detailed quantum line-item budgets were not clearly published in the English secondary sources reviewed. Treat any large “Mexico quantum company funding” claim as unverified.
  • SpinQ México distributes SpinQ teaching systems. It is not a domestic hardware developer. BitQ is an AI and embedded SME with marketing-stage quantum interest, not a scaled vendor — omitted from the directory on purpose.

Labs

  • UNAM (physics, nuclear sciences) — quantum optics and information; desktop teaching processors reported in 2023.
  • Tecnológico de Monterrey — algorithms.
  • CINVESTAV — quantum information theory.
  • IPN CIC quantum information lab, founded 2022.
  • INAOE (Tonantzintla) — quantum optics. CIO León — integrated quantum photonics. CICESE Ensenada — free-space quantum communication. UNAM CNyN — nanoscale photonics. BUAP Puebla.
  • QMexico, the QWorld education network.

Practical compute for Mexican researchers is cloud access to foreign processors. Spinouts at scale were not visible as of the cutoff.