July 24, 2025
Don’t Let Tariffs Ruin America’s Quantum Leadership
This article was originally published on the Washington Examiner.
Preparing to implement sweeping new tariffs, the Trump administration should consider an under-appreciated victim of the trade wars: America’s quantum technology leadership. Without swift carveouts for critical quantum inputs and a domestic supply chain strategy, the United States risks surrendering a strategic edge that the first Trump administration worked hard to cultivate.
Quantum computers, sensors, and networks that harness subatomic physics could dramatically transform fields from drug discovery to resource exploration to communications. This might bring vast economic benefits and new battlefield and cyber capabilities to reshape global power. The long-awaited quantum revolution is underway: sensors are beginning to be adopted in military platforms for high-precision, resilient navigation amid GPS vulnerabilities, and several companies have unveiled computing breakthroughs. Major advances toward practical applications are expected within three to five years.
Mounting costs and bureaucracy are derailing U.S. quantum innovation.
In his first term, President Donald Trump rightly made quantum a priority, spurring a national strategy and unprecedented R&D investments. But despite boasting the largest concentration of quantum organizations, America’s lead remains fragile. China dominates in quantum communications and is rapidly closing the gap in computing and sensing capabilities. Meanwhile, Europe just unveiled a revamped quantum strategy, aiming for global leadership by 2030. Washington must keep its eyes on the prize: the first mover in quantum will unlock defense and commercial capabilities, secure emerging markets, and attract top talent and investments — self-reinforcing gains that could cement leadership for years to come.
Yet just as the quantum race intensifies, U.S. tariffs are throwing a wrench into America’s quantum innovation engine. For a fledgling industry constrained by tight budgets and a thin, global supplier base spanning Europe, China, Japan, and more, the current 10% baseline tariffs and higher duties on certain countries are already imposing crippling costs, multi-month procurement bottlenecks, and potentially irreversible setbacks in technology development.
Read the full article on Washington Examiner.
More from CNAS
-
Trump Hits Russian Oil with ‘Tremendous Sanctions’
We are now learning that President Donald Trump’s Treasury Department will sanction Russia’s two largest oil producers, Rosneft and Lukoil. According to Trump, this continues ...
By Edward Fishman
-
Tariffs Are a Weaker Weapon than Trump Thinks
This article was originally published in Financial Times. This past summer, Donald Trump’s faith in tariffs appeared vindicated. He sealed lopsided trade deals with the EU, Ja...
By Edward Fishman
-
How to Escape China’s Rare-Earth Chokehold
This article was originally published in The Wall Street Journal. Your editorial is right that countering China’s weaponization of rare-earth supply chains requires technologi...
By Liza Tobin
-
Transatlantic Security / Energy, Economics & Security
Bloomberg Tech | Day 1 | Opening Night DebateGeoffrey Gertz, senior fellow, joined Bloomberg Tech's opening night debate and attempted to answer the question “Is Europe Too Late to Compete in the Chip War?” The U.S. and ...
By Geoffrey Gertz
