President Donald Trump signed two executive orders on Monday placing quantum computing at the center of U.S. economic and national security policy. The first order directs federal agencies to deliver a scientifically relevant quantum computer to the Department of Energy by 2028 and establishes the Quantum Computer for Application Development and Discovery Science initiative. The second order accelerates the deadline for migrating all crucial federal infrastructure to post-quantum cryptography standards, aiming to prevent cyberattacks from more-powerful quantum technology. These actions follow a May announcement of $2 billion in CHIPS Act grants to nine quantum companies, the largest single quantum research and development commitment in U.S. history. Three publicly traded companies—IBM, GlobalFoundries, and Palo Alto Networks—are positioned to benefit from the intersection of government funding, mandates, and timelines, though they are not pure quantum plays.
IBM is positioned to benefit from the executive orders directing federal agencies to deliver a quantum computer by 2028 and the $2B in CHIPS Act grants for quantum R&D.
WISeSat.Space Completes Columbus Acquisition Merger, Begins Nasdaq Trading as SAIQ
WISeSat.Space Holdings Corp. has completed its previously announced business combination with Columbus Acquisition Corp. and begun trading on the Nasdaq Capital Market under the ticker symbol "SAIQ" as of October 2, 2026. CAC shareholders approved the business combination at an extraordinary general meeting on September 30, 2026, and the transaction closed on October 1, 2026. The deal establishes WISeSat.Space, a space technology company and subsidiary of WISeQey Corp., as a separately listed public company focused on post-quantum-secure satellite communications and Internet of Things connectivity. WISeSat.Space has deployed satellites into orbit since 2024 and aims to integrate hardware-based security, device authentication and post-quantum protection into its satellite communications architecture. Carlos Moreira, Chief Executive Officer of SEALSQ, WISeQey and WISeSat.Space, called the Nasdaq listing an extraordinary milestone and said trust and post-quantum security must be built into satellite infrastructure from the outset. Maxim Group LLC served as WISeSat.Space's financial advisor, with Ellenoff Grossman & Schole LLP and Harney Westwood & Riegels (BVI) LP as legal counsel, while Loeb & Loeb LLP and Ogier represented CAC.
Space Economy › Satellite Connectivity & Direct-to-Device ▲Capital
Quantum Computing › Quantum-Safe / Post-Quantum Cryptography Capital
Cybersecurity & Digital Trust › Post-Quantum & Cryptographic Trust ▲Capital
COLA · Capital · Neutral Columbus Acquisition Corp completed its business combination with WISeSat.Space, closing the SPAC merger and ceasing to exist as a standalone entity.
WISeKey Posts 1H GAAP Loss of $0.87 per ADS as Revenue Jumps 116%
WISeKey ADS reported a first-half GAAP loss of $0.87 per share on revenue of $11.43 million, up 116.1% year over year. Gross profit rose 192% to $5.5 million from $1.9 million in the first half of 2025, while gross margin expanded to approximately 48% from 35%. The company reaffirmed its fiscal 2026 outlook, expecting revenue growth of 50% to 100% year over year.
Cybersecurity & Digital Trust › Post-Quantum & Cryptographic Trust Capital
Quantum Computing › Quantum-Safe / Post-Quantum Cryptography Capital
WIHN.SW · Capital · Positive WISeKey reported 1H revenue up 116% to $11.43M with gross margin expanding to ~48% and reaffirmed 50-100% FY2026 revenue growth outlook.
Thales Launches CipherTrust Data Security Posture Management Platform
Thales announced CipherTrust Data Security Posture Management, which the company describes as the first purpose-built DSPM offering that lets organizations protect sensitive data directly through encryption, masking or tokenization natively within the platform. The unified as-a-service platform combines sensitive-data discovery and classification with posture, access, activity and behavioral context to prioritize material risks, and it provides discovery and risk visibility for both structured and unstructured data across cloud, on-premises and hybrid sources. Todd Moore, Vice President of Data Security Products at Thales, said organizations need to understand which sensitive data is truly at risk and take direct action to reduce it, adding that CipherTrust DSPM connects risks to protections such as encryption and tokenization rather than relying on permissions alone. The approach builds on more than 30 years of Thales expertise in data discovery, protection, key management, access control and activity analysis. Hiroji Sugito, Principal Data Security Engineer at Tokyo Electron Device, said the platform's ease of deployment and the accuracy of its data classification enable customers to quickly understand where their sensitive data is, who or what can access it, and how to protect it without slowing AI adoption.
Post-Quantum Cryptography Market Projected to Reach $2.84 Billion by 2030
MarketsandMarkets projects the global post-quantum cryptography market will grow from $0.42 billion in 2025 to $2.84 billion by 2030, a compound annual growth rate of 46.2%. The forecast is a third-party projection, not a guarantee, and timelines for quantum capability remain debated, though large infrastructure vendors have started publishing migration dates and quantum hardware companies are reporting rapid revenue growth off small bases. Among this week's developments, Vancouver-based Quantum Secure Encryption Corp. appointed Joseph Hall as Chief Intelligence Officer, adding more than 20 years of frontline cybersecurity and threat intelligence experience, with prior roles including Director of Threat Intel R&D at Infoblox and Principal Security Consultant at Fortinet; he will work with Chief Technology Officer Michael Massing, who previously led Dell SonicWall's Unified Threat Management business unit. QSE also announced grants of 350,000 stock options and 350,000 restricted share units to employees. Separately, Cloudflare announced plans to become a public certificate authority issuing post-quantum Merkle Tree Certificates with production issuance scheduled for the first quarter of 2027, IonQ reported second quarter 2026 revenue of $80.1 million, up 287% year over year, and raised its full-year 2026 revenue outlook to $450 million to $460 million, Akamai announced an $11.6 billion multi-year agreement with Anthropic to supply distributed AI infrastructure and cloud computing services over seven years, and Okta reported second quarter fiscal 2027 total revenue of $805 million, up 11%, guiding to fiscal 2027 revenue of $3.216 billion to $3.226 billion.
AKAM · Demand · Positive Akamai announced an $11.6 billion multi-year agreement with Anthropic to supply distributed AI infrastructure and cloud services over seven years.
IONQ · Capital · Positive IonQ reported Q2 2026 revenue of $80.1 million, up 287% year over year, and raised its full-year 2026 revenue outlook to $450-460 million.
NET · Technology · Positive Cloudflare announced plans to become a public certificate authority issuing post-quantum Merkle Tree Certificates with production issuance scheduled for Q1 2027.
OKTA · Capital · Positive Okta reported Q2 fiscal 2027 total revenue of $805 million, up 11%, and guided to fiscal 2027 revenue of $3.216-3.226 billion.
Quantum Secure Encryption Appoints Joseph Hall as Chief Intelligence Officer
Quantum Secure Encryption Corp. announced on Sept. 30, 2026 the appointment of Joseph Hall as Chief Intelligence Officer, adding more than 20 years of frontline cybersecurity and threat intelligence experience as the company strengthens commercial execution and pursues larger enterprise and public-sector opportunities. Hall's prior roles include Director of Threat Intel R&D at Infoblox, Head of Security Services at Nile, Principal Security Consultant at Fortinet and Chief Information Security Officer at HEROIC Cybersecurity, and he will work closely with Chief Technology Officer Michael Massing, who previously led Dell SonicWall's Unified Threat Management business unit and helped scale enterprise cybersecurity product lines to approximately $400 million in annual sales. Separately, the company announced grants of 350,000 stock options, exercisable for five years from the date of grant and subject to vesting requirements, along with 350,000 restricted share units subject to vesting requirements and expiring three years from the date of grant. The announcement was framed by a MarketsandMarkets projection that the global threat intelligence market will grow from $13.15 billion in 2026 to $26.68 billion by 2031, a compound annual growth rate of 15.2%, a third-party forecast of the industry as a whole rather than addressable revenue for any company named. Quantum Secure Encryption Corp. is a Canadian technology company specializing in post-quantum data security, encryption and secure data infrastructure.
Cybersecurity & Digital Trust › Post-Quantum & Cryptographic Trust Talent
Quantum Secure Encryption Corp. · Capital · Positive Appoints Joseph Hall as Chief Intelligence Officer and grants 350,000 stock options plus 350,000 RSUs, a leadership/compensation event.
DigiCert Adds Verifiable Agent Identity to NVIDIA Open Agent Safety Platform
DigiCert announced support for the NVIDIA Open Agent Safety Platform, pairing its DigiCert AI Trust Manager with NVIDIA OpenShell to give enterprises verifiable identity and authority for autonomous AI agents. OpenShell, the open secure runtime at the center of the platform, permits nothing by default, enforces policy outside the agent's process, and records every allow-or-deny decision, while DigiCert AI Trust Manager discovers and manages agents, establishes each agent's identity and ownership, defines what it is authorized to do, and revokes that authority with a kill switch when trust changes. Each agent receives a DigiCert AI Passport, a portable cryptographically signed credential tied to an accountable owner, plus policy-based visas defining which systems, data, and actions it may access and for how long; because the passport and permissions travel with the agent, other systems and organizations can verify them without relying on the same identity provider. The support is built around four areas: identity that policy can act on, verification before execution through signed agents, models, and MCP servers tied to an AI Bill of Materials, auditable evidence binding trusted identity to OpenShell's allow-and-deny records, and trust across company boundaries using the same PKI model that secures the internet. DigiCert CEO Amit Sinha said NVIDIA creates the boundary around the agent while DigiCert establishes who the agent is and what authority it has, and that PKI, which solved cross-boundary trust for the internet at scale, has an important role in establishing trust for autonomous agents. Support begins with NVIDIA OpenShell, with additional capabilities planned as the two companies continue to advance enterprise AI trust and agent security.
Cybersecurity & Digital Trust › Identity & Access Management ▲Technology
Cybersecurity & Digital Trust › AI Security & Agent Guardrails ▲Technology
Cybersecurity & Digital Trust › Post-Quantum & Cryptographic Trust ▲Technology
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Technology
DigiCert · Technology · Positive DigiCert launches support for NVIDIA's Open Agent Safety Platform, pairing AI Trust Manager with OpenShell for verifiable agent identity.
NVDA · Technology · Positive DigiCert integrates its AI Trust Manager with NVIDIA's Open Agent Safety Platform, extending the platform's capabilities and ecosystem.