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World Quantum Day: Two CEOs on Space, Defense, and Room-Temperature Quantum


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It’s World Quantum Day on StocktwitsTV, and Michele Steele sits down with two quantum CEOs to talk about what’s happening now, not someday.

INFQ CEO Matt Kinsella starts with a headline that sounds like sci-fi: his company’s quantum hardware is on the International Space Station, with an upgrade arriving via a Northrop Grumman mission. He explains why quantum in microgravity matters, how space becomes a proving ground for real applications, and why space-based quantum sensing can unlock new measurement capabilities. Michele then pivots to defense, where Matt describes accelerating procurement interest in quantum sensing and GPS-denied navigation, plus how quantum atomic clocks can expand beyond a replacement cycle into entirely new markets as GPS vulnerability rises. He closes with the two metrics he wants investors to watch: hitting revenue guidance and advancing logical qubits.

Next, Michele speaks with Quantum Computing Inc. CEO Dr. Yuping Huang about QUBT’s focus on room-temperature, integrated quantum devices designed to reduce cost and operating overhead. He discusses “network-ready” quantum communications that can be plugged into existing fiber infrastructure, a pilot access and revenue-share model through the Chicago Quantum Corridor, and how recent acquisitions strengthen QUBT’s ability to build smaller, packaged quantum products with in-house lasers, detectors, electronics, and optical packaging. Finally, they address the urgency around security as AI tools expose vulnerabilities, and why that can accelerate adoption timelines for quantum-secured communications.

Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

Chapters

00:01 - World Quantum Day

00:28 - Artemis splashdown link
00:55 - INFQ hardware docks
01:42 - Why space quantum
01:59 - Microgravity advantage
02:41 - Gravity mapping mission
03:26 - Space sensing future
03:39 - Space data impact
04:21 - QGG pathfinder plan
04:51 - Defense pivot question
05:09 - Quantum clock use
05:34 - Defense urgency rises
06:57 - Procurement accelerates
07:11 - Contract status check
07:15 - $11M award
07:21 - Clock market size
08:43 - GPS denial expands
09:23 - Modalities showdown
09:51 - Neutral atoms case
10:18 - Freezing at room-temp
11:37 - Deployment economics
11:53 - INFQ milestones
12:09 - Revenue guidance
12:43 - Logical qubits target
13:10 - INFQ wrap
13:40 - QUBT differentiator
00:12 - Room-temp devices
01:06 - QKD live demo
02:12 - Plug into fiber
02:50 - Chicago corridor pilot
03:20 - Access revenue model
05:26 - Acquisition discipline
06:16 - Luminar benefits
07:43 - NewCrypt value
09:13 - AI vulnerability urgency
11:06 - Adopt security now
13:17 - Message to holders
14:46 - Roadmap unchanged
15:23 - Revenue outlook
15:45 - New products ahead
16:03 - Closing remarks

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