Quantum Hardware Supply Chains and Critical Minerals

We look past the algorithms to the physical reality of building a quantum computer. This episode examines the supply chain constraints facing leading hardware firms like IonQ, Rigetti Computing, and D-Wave Quantum. We analyze how rare earth elements, specialized helium-3 isotopes, and ultra-pure niobium create bottlenecks that could slow enterprise adoption more than error rates. Lucas breaks down the geopolitical risks of mineral sourcing while Luna questions whether these material limits are temporary or structural. If you're investing in the quantum infrastructure layer, understanding the physical inputs is as critical as understanding the qubit coherence times.

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