Winter Storm Blair brings cold temps, perfect for quantum computing as China's military AI systems could backfire.

Advanced Computing, AI/ML, Chips, and Extended Reality

Good morning,

The Mid-Atlantic braced for snowpocalypse, which is dumping up to 16 inches of snow on the nation’s capital—after plunging the midwest into a frozen wasteland. Those low temperatures are great for quantum computing, which still relies on near absolute zero temps for the superconducting needed. We believe that 2025 is going to bring some big changes and breakthroughs on this front. Operating temps won’t reach room-temperature but will start coming closer to a ‘normal’ temp. This will allow for a proliferation of usable QC, particularly as we have witnessed dramatic improvements in error-correction in 2024.

China is using back doors to continue gobbling up high-performance chips, even as the competition between the East and West over the chips intensifies. China will continue to seek ways of getting western semiconductors, in no small part because China’s own production methods are lower-tech resulting in more expensive chips.

Final thoughts are on China’s adoption of …