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EO 14413Executive OrderTrump 47 · R Quiet signal

Executive Order 14413

Ushering in the Next Frontier of Quantum Innovation

This executive order establishes a comprehensive national quantum strategy, directing multiple agencies to accelerate U.S. leadership in quantum information science and technology (QIST) through research investment, domestic supply chain development, workforce expansion, and international alliance-building. It creates the QC-ADDS program for quantum computing development, mandates security protections against adversarial threats, and requires numerous agency plans and reports with specific deadlines spanning 30 days to 5 years.

Federal Register Open PDF 91 FR 38487

Impact dates

  1. Tomorrow

    Secretary of War identifies 3 quantum sensor projects; FBI proposes QCPT staffing requirements

  2. In 31d

    DOE releases QC-ADDS technical specifications; OPM delivers workforce recruitment strategy; Section 6(a) report due

  3. State recommendations on Pax Silica and international engagement alignment; Labor QIST workforce training prioritization; Labor/NSF quantum labor statistics approach; Commerce/Energy/NSF/War private sector partnership plan for quantum-enabling components

  4. Updated National Quantum Strategy due; DOE private-sector partnership exploration; Commerce advance market commitment plan; War national security quantum center; National quantum computing assessment center; ESIX information-sharing mechanism; War domestic foundry access steps; NSF QIST user facility grants; APST industry/academia engagement; NSF National QIST Workforce Development Institutes; State/Commerce international engagement report

  5. APST recommends revised NQIAC membership and tasks

  6. Annual reports on national security implications of commercial quantum computers

  7. Quantum sensor fielding deadline

  8. 29d ago

    Agency alignment summaries due (30 days after Strategy publication)

Market exposure

Policy exposure mapping — not investment advice. Illustrative public companies are incomplete and not recommendations.

Sectors

SemiconductorsDefense primesTechnology & softwareCritical mineralsOther industrial

Mechanisms

Subsidy / incentiveProcurementLicensing

Role pressure

  • ProtectiveDomestic producer — Advance market commitments, prize challenges, foundry access expansion, and supply chain strengthening explicitly favor U.S.-based quantum component and system manufacturers
  • ProtectiveDownstream manufacturer — Commerce plan to encourage private sector adoption of QIST standards and eliminate manufacturing barriers supports domestic quantum device makers
  • AdverseImporter — Export controls, investment restrictions, and supply chain information sharing targeting 'countries of concern' restrict foreign quantum technology access; harmonized allied restrictions limit market access
  • MixedTrading-partner exporter — Allied nations gain trusted supply chain access and collaboration benefits but face harmonized investment/export restrictions; 'countries of concern' face explicit technology denial

Geographies

USCNEUJPKRTWUKAU

Exposure dates

  • — Secretary of War identifies 3 quantum sensor projects; FBI proposes QCPT staffing requirements
  • — DOE releases QC-ADDS technical specifications; OPM delivers workforce recruitment strategy; Section 6(a) report due
  • — State recommendations on Pax Silica and international engagement alignment; Labor QIST workforce training prioritization; Labor/NSF quantum labor statistics approach; Commerce/Energy/NSF/War private sector partnership plan for quantum-enabling components
  • — Updated National Quantum Strategy due; DOE private-sector partnership exploration; Commerce advance market commitment plan; War national security quantum center; National quantum computing assessment center; ESIX information-sharing mechanism; War domestic foundry access steps; NSF QIST user facility grants; APST industry/academia engagement; NSF National QIST Workforce Development Institutes; State/Commerce international engagement report
  • — APST recommends revised NQIAC membership and tasks
  • — Quantum sensor fielding deadline

Illustrative public companies

Curated watchlist matches by sector/role — incomplete; not a recommendation.

MMM3MALBAlbemarleGOOGLAlphabetAAPLAppleBABoeingAVGOBroadcomCATCaterpillarDQDaqo New EnergyFCXFreeport-McMoRanGEVGE VernovaGDGeneral DynamicsHONHoneywellINTCIntelQQQInvesco QQQ TrustLMTLockheed MartinMETAMeta PlatformsMUMicron TechnologyMSFTMicrosoftMPMP MaterialsNOCNorthrop GrummanNVDANVIDIAORCLOracleRTXRTXSPYSPDR S&P 500 ETF

Confidence: medium · Policy alerts

Key directives

  • Update National Quantum Strategy within 180 days (Sec. 3(a))
  • Agency alignment summaries due 30 days after Strategy publication (Sec. 3(b))
  • Establish QC-ADDS Effort for quantum computer development (Sec. 4(a))
  • DOE to release QC-ADDS technical specifications within 90 days (Sec. 4(c))
  • DOE to explore private-sector partnership models within 180 days; Commerce to develop advance market commitment plan; War to establish national security quantum programs (Sec. 4(d))
  • Establish national quantum computing assessment center within 180 days (Sec. 4(e))
  • DNI and War to assess national security implications of commercial quantum computers (Sec. 4(f))
  • War to identify 3 quantum sensor projects within 60 days for fielding by Sep 30, 2028 (Sec. 5(a))
  • 5-year plans for quantum sensing/networking from Commerce, Energy, NSF, NASA (Sec. 5(b))
  • Commerce to develop QIST supply chain plan; War/Commerce/Energy/NSF to develop private sector partnership plan with potential prize challenges/advance market commitments within 120 days (Sec. 6(a)-(b))
  • War to increase domestic foundry access within 180 days; NSF to issue QIST user facility grants (Sec. 6(d))
  • APST to recommend NQIAC membership and task development of quantum-enabling technology recommendations within 210 days (Sec. 6(e))

Who is ordered

Timeline

Immediate

  • QC-ADDS Effort established under APST coordination
  • Agencies directed to align with quantum strategy

Near term (90d)

  • National Quantum Strategy update due (180 days from signing: Dec 19, 2026)
  • QC-ADDS technical specifications due from DOE (Sep 20, 2026)
  • Government-wide QIST workforce recruitment strategy due (Sep 20, 2026)
  • Section 6(a) report due (Sep 20, 2026)
  • Section 7(b) QCPT staffing proposal due (Aug 21, 2026)
  • Quantum sensor projects identified by Secretary of War (Aug 21, 2026)

Long term

  • QC-ADDS computer delivery to DOE facility (no fixed date)
  • Quantum sensor fielding deadline: Sep 30, 2028
  • 5-year plans for quantum sensing/networking due from Commerce, Energy, NSF, NASA
  • Annual reports on national security implications of commercial quantum computers
  • NQIAC reconstitution and recommendations (210 days: Jan 18, 2027)
  • National center for quantum computing assessment established (180 days)

Risks & tensions

  • Institutional novelty: 'Secretary of War' title used throughout is anachronistic (position abolished 1947); likely intended to mean Secretary of Defense, creating implementation uncertainty
  • Ambiguous 'to the extent possible/practicable' language in multiple sections may weaken enforcement
  • Export control harmonization with allies (Sec. 9) faces well-documented coordination challenges with EU, JP, KR
  • Advance market commitments and prize challenges require appropriations; Sec. 11(b) subjects order to availability of funds
  • Post-quantum cryptography migration timeline not specified, creating uncertainty for critical infrastructure
  • Supply chain information sharing (Sec. 6(c)) may conflict with classification boundaries and industry proprietary concerns
  • 'Countries of concern' not defined, leaving discretion to implementing agencies
Executive Order 14413: Ushering in the Next Frontier of Quantum Innovation · Executive Orders