Rigetti is the public-market superconducting-qubit pure-play. The vertical-integration thesis (chip fab + control stack + cloud) is the bull case; capital intensity is the risk.
The capex package committed this morning takes RGTI capacity up materially through 2027. The signal: management sees the demand curve flatter for longer than the consensus model.
RGTI data via the Bluechip ingestion pipeline (currently mock-mode). Editorial copy from the Bluechip universe.@BluechipsAI·August 24, 2026