Why we exist
Quantum computing runs on an isotope that only nuclear programs make
Superconducting quantum processors compute within thousandths of a degree of absolute zero, and the dilution refrigerator that takes them there circulates a mixture of helium-3 and helium-4 that nothing has replaced at scale. Nearly every liter of helium-3 on the market began as tritium inside a weapons or reactor program, gated by a 12.3 year half life that no amount of demand can shorten. [8] [7]
Demand is contracting years ahead
Bluefors, the leading maker of dilution refrigerators, has agreed to buy up to ten thousand liters a year from 2028, and IBM's modular cryogenic architecture gives every quantum cell its own helium-3 charge from 2027 onward. [5] [17]
Supply is capped by physics and policy
Federal output runs near eight to ten thousand liters a year, Canada is at a similar level with no path to more, and rationing after the last shortage moved the price from under one hundred dollars a liter to a thousand and beyond. [14]
The isotope is already in the pipeline
Commercial helium carries helium-3 at 0.1 to 10 parts per million, and most of the world's helium never passes through a liquefier, which means no separation route serves it today. [24] [18]