<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Janah Global Natural Resources Fund]]></title><description><![CDATA[Janah Capital]]></description><link>https://www.janahcapital.com/blog</link><generator>RSS for Node</generator><lastBuildDate>Tue, 22 Sep 2026 20:47:57 GMT</lastBuildDate><atom:link href="https://www.janahcapital.com/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[Space: The Final Frontier]]></title><description><![CDATA[The Rise of the Commercial Space Economy For decades, access to space was the preserve of governments. Today, a rapidly evolving commercial ecosystem is reshaping the industry, driven by falling launch costs, advances in satellite technology, increasing demand for connectivity and data, and a more supportive regulatory environment. In his latest paper, William Jeffrey explores the forces underpinning the growth of the global space economy and examines where value may ultimately accrue as the...]]></description><link>https://www.janahcapital.com/post/space-the-final-frontier</link><guid isPermaLink="false">6a3251bb5dc80ec530c14a3b</guid><category><![CDATA[ICM HPQC Fund's News & Insights]]></category><pubDate>Mon, 01 Jun 2026 08:28:16 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_66a4926d3f0c4c9a9784895d21b2176a~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[Mind the Gap: Bridging the Chasm Between Technology and Value Creation]]></title><description><![CDATA[Breakthrough technologies are often born in laboratories and research centres, but far fewer ever translate into durable commercial success. The gap between technical promise and real-world value creation remains one of the most persistent challenges in technology investing. While innovation is frequently equated with novelty or scientific advancement, commercial innovation requires something more: a clear customer need, a viable route to adoption, and an ecosystem capable of supporting...]]></description><link>https://www.janahcapital.com/post/mind-the-gap-bridging-the-chasm-between-technology-and-value-creation</link><guid isPermaLink="false">6a3251bc5dc80ec530c14ae3</guid><category><![CDATA[ICM HPQC Fund's News & Insights]]></category><pubDate>Thu, 29 Jan 2026 05:08:28 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_3a132fa9a83249b0bd059cbd3f0de27b~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[DARPA Will Decide the Fate of Your Quantum Investment!]]></title><description><![CDATA[Quantum computing has spent the past decade living comfortably in the world of bold forecasts, elegant physics and ambitious capital raising. Promised breakthroughs span chemistry, cryptography, logistics and national security, yet the uncomfortable question has largely been deferred: can any of today’s quantum architectures ever become economically useful at an industrial scale? As Matthew Gould, Portfolio Manager of the ICM HPQC Fund, notes, DARPA’s Quantum Benchmarking Initiative (QBI) is...]]></description><link>https://www.janahcapital.com/post/darpa-will-decide-the-fate-of-your-quantum-investment</link><guid isPermaLink="false">6a3251bc5dc80ec530c14afb</guid><category><![CDATA[ICM HPQC Fund's News & Insights]]></category><pubDate>Thu, 08 Jan 2026 04:09:11 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_1c4d8caf0f7b40cb9c56d230f9cc7346~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[The AI Bubble and How to Stay Out of the Bath]]></title><description><![CDATA[Will the AI bubble burst? Is there even an AI bubble? Are bubbles good or bad for early-stage tech investors? We get a lot of questions asked of us at the HPQC Fund. We do try to answer them all. Investors are rightly fascinated by the explosive growth of AI, but beneath the rapid shifts in software and public-market sentiment lies a far more durable transformation. As Matthew Gould, Portfolio Manager of the ICM HPQC Fund, notes, the real opportunity is not in chasing the next AI application...]]></description><link>https://www.janahcapital.com/post/the-ai-bubble-and-how-to-stay-out-of-the-bath</link><guid isPermaLink="false">6a3251bc5dc80ec530c14af8</guid><category><![CDATA[ICM HPQC Fund's News & Insights]]></category><pubDate>Mon, 10 Nov 2025 04:39:23 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_64fb81fbc8644c32bbcdf74b0e04fa5f~mv2.png/v1/fit/w_318,h_222,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[Neuromorphic Computing]]></title><description><![CDATA[At the ICM HPQC Fund we seek out early-stage investments in technologies that can radically improve the way compute can be generated and...]]></description><link>https://www.janahcapital.com/post/neuromorphic-computing</link><guid isPermaLink="false">6a3251bb5dc80ec530c14a60</guid><category><![CDATA[ICM HPQC Fund's News & Insights]]></category><pubDate>Tue, 26 Aug 2025 07:54:47 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_a1dffce239cf4104be63919518553f5d~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[Commercial Viability in Quantum Computing]]></title><description><![CDATA[ICM’s recent whitepaper on the economics of quantum computing argues that most approaches to building a quantum computer are likely to be...]]></description><link>https://www.janahcapital.com/post/commercial-viability-in-quantum-computing</link><guid isPermaLink="false">6a3251bb5dc80ec530c14a4c</guid><category><![CDATA[ICM HPQC Fund's News & Insights]]></category><pubDate>Wed, 09 Apr 2025 04:24:48 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/072c25_18c94907bb274ae8b55fac5ef320ce02~mv2.jpg/v1/fit/w_850,h_567,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[Fishing with rods, not nets]]></title><description><![CDATA[By Oliver Campbell  │  ICM HPQC Fund  │  June 2026 “Written by humans, please don’t blame the robots for our typos” Rod fishing is precise. You choose your lure, read the water, understand your quarry, and cast with intent. It demands skill, patience and knowledge and sometimes you come home empty-handed. Net fishing is the opposite: cast wide, catch everything, sort later. Volume over judgement. The haul might include bluefin tuna, but it might include an old boot. At HPQC, we fish with...]]></description><link>https://www.janahcapital.com/post/fishing-with-rods-not-nets</link><guid isPermaLink="false">6a3251bb5dc80ec530c14a17</guid><category><![CDATA[ICM HPQC Fund's News & Insights]]></category><pubDate>Tue, 16 Jun 2026 05:09:36 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_be1cb61466514ddd99e0c5fa24ef057f~mv2.png/v1/fit/w_1000,h_700,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[What a Difference 20 Years Makes: Lessons from Computex and the AI Infrastructure Boom]]></title><description><![CDATA[By Oliver Campbell  │  ICM HPQC Fund  │  June 2026 “Written by humans, please don’t blame the robots for our typos” This year marked 20 years since my first Computex event in Taipei, and so much had changed that the event itself was barely recognisable versus 2006. Reflecting on the past 20 years is relevant because analysing — or guessing — where compute and the tech industry will be 20 years from now is a fool's errand. A far more valuable pursuit is to understand companies bottom-up: their...]]></description><link>https://www.janahcapital.com/post/what-a-difference-20-years-makes-lessons-from-computex-and-the-ai-infrastructure-boom</link><guid isPermaLink="false">6a3251bb5dc80ec530c14a50</guid><category><![CDATA[ICM HPQC Fund's News & Insights]]></category><pubDate>Mon, 15 Jun 2026 05:27:41 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_cf6ce85b03434ee6ae1effca1af447ad~mv2.png/v1/fit/w_1000,h_896,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[Diraq Names Former Broadcom CEO Scott McGregor as Chairman - Quantum Insider]]></title><description><![CDATA[Scott A. Mcgregor, Diraq Chairman, and Andrew Dzurak, Diraq CEO Another strong signal that the quantum industry is entering its commercialisation phase. Portfolio company Diraq has appointed former Broadcom CEO and semiconductor industry veteran Scott A. McGregor as Chairman of the Board. McGregor's experience scaling global semiconductor businesses aligns closely with Diraq's silicon-based approach to quantum computing and its ambition to deliver commercially relevant quantum systems at...]]></description><link>https://www.janahcapital.com/post/diraq-names-former-broadcom-ceo-scott-mcgregor-as-chairman-quantum-insider</link><guid isPermaLink="false">6a3251bb5dc80ec530c14a37</guid><category><![CDATA[Portfolio News]]></category><pubDate>Wed, 10 Jun 2026 03:23:31 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_c1414dcf4cd54631943b66856f09a623~mv2.png/v1/fit/w_610,h_442,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[ICM HPQC News Flash - June 2026]]></title><description><![CDATA[By Matt Gould  │  ICM HPQC Fund  │  June 2026 “Written by humans, please don’t blame the robots for our typos” We have been getting inbound enquiries about the recent news from portfolio company Diraq. They have certainly been making headlines. Thank you everybody for your interest – here is our brief attempt to give a sense of just how impactful the news is. Diraq strikes $53m agreement with US Government – and is eyeing up to $420m more… Read the full story here. At the ICM HPQC Fund (HPQC)...]]></description><link>https://www.janahcapital.com/post/icm-hpqc-news-flash-june-2026</link><guid isPermaLink="false">6a3251bc5dc80ec530c14ade</guid><category><![CDATA[ICM HPQC Fund's News & Insights]]></category><pubDate>Tue, 09 Jun 2026 03:12:41 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_dfc18c95d28740f2bbcc27f8fc6e8dbb~mv2.png/v1/fit/w_1000,h_858,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[Q-CTRL Explores Quantum Solutions for Defence Planning and Operational Optimisation]]></title><description><![CDATA[Recent headlines have focused on quantum computing's long-term potential, but the industry's most significant developments are increasingly centred on practical applications. In a newly released white paper, Q-CTRL outlines how quantum computing and quantum infrastructure software could deliver operational advantages for complex defence logistics, planning and optimisation challenges as early as 2027. The report highlights use cases ranging from convoy routing and strategic airlift...]]></description><link>https://www.janahcapital.com/post/q-ctrl-explores-quantum-solutions-for-defence-planning-and-operational-optimisation</link><guid isPermaLink="false">6a3251bc5dc80ec530c14afa</guid><category><![CDATA[Portfolio News]]></category><pubDate>Thu, 28 May 2026 14:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_466e3e02416a4d5a840b777984c7e6b0~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[ICM Monthly Outlook - May 2026]]></title><description><![CDATA[Markets continue to demonstrate remarkable resilience in 2026. Despite heightened geopolitical tensions, persistent inflation concerns and renewed volatility earlier in the year, equity markets have rebounded strongly, with both the S&#38;P 500 and NASDAQ reaching fresh all-time highs. Investors appear increasingly willing to look through macro uncertainty, supported by resilient corporate earnings, accelerating AI investment and expectations that policymakers will continue to favour stability...]]></description><link>https://www.janahcapital.com/post/icm-monthly-outlook-may-2026</link><guid isPermaLink="false">6a3251bb5dc80ec530c14a43</guid><category><![CDATA[ICM HPQC Fund's News & Insights]]></category><pubDate>Wed, 27 May 2026 14:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_81d312eab13f40f996c591a11e3c6754~mv2.png/v1/fit/w_884,h_660,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[Diraq Signs US$38M CHIPS Act LOI to Scale Quantum Processors]]></title><description><![CDATA[Diraq has signed a Letter of Intent with the U.S. Department of Commerce for up to US$38 million in proposed funding under the CHIPS and Science Act, marking a significant endorsement of its silicon-based quantum computing technology. The funding is intended to support the development and scaling of domestic manufacturing capabilities for quantum processors in the United States, reinforcing the growing strategic importance of quantum technologies. The announcement also highlights increasing...]]></description><link>https://www.janahcapital.com/post/diraq-signs-us-38m-chips-act-loi-to-scale-quantum-processors</link><guid isPermaLink="false">6a3251bc5dc80ec530c14add</guid><category><![CDATA[Portfolio News]]></category><pubDate>Thu, 21 May 2026 23:40:13 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_60795ae2e1da4d469f02dda77f82d489~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[Diraq Founder &#38; CEO Andrew Dzurak Elected Fellow of the Australian Academy of Science ]]></title><description><![CDATA[Australian quantum computing company Diraq has announced that founder and CEO Andrew Dzurak has been elected a Fellow of the Australian Academy of Science, one of the country’s highest scientific honours. The recognition reflects Professor Dzurak’s pioneering work in silicon-based quantum computing and his contribution to advancing scalable quantum technologies. The appointment highlights the growing global recognition of Australia’s leadership in quantum research and commercialisation. Read...]]></description><link>https://www.janahcapital.com/post/diraq-founder-ceo-andrew-dzurak-elected-fellow-of-the-australian-academy-of-science</link><guid isPermaLink="false">6a3251bb5dc80ec530c149fe</guid><category><![CDATA[Portfolio News]]></category><pubDate>Thu, 21 May 2026 05:26:39 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_5c088b4adf1542ac9c0f5d559fa62ea9~mv2.png/v1/fit/w_1000,h_968,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[Ferraris and Fabrics]]></title><description><![CDATA[As AI infrastructure spending accelerates, the greatest opportunities may lie not in building faster processors, but in the technologies that remove the bottlenecks around them. From photonics and advanced interconnects to novel chip architectures and quantum computing, we explore why the “roads” of computing may prove as valuable as the engines themselves.]]></description><link>https://www.janahcapital.com/post/ferraris-and-fabrics</link><guid isPermaLink="false">6a3251bb5dc80ec530c14a4f</guid><category><![CDATA[ICM HPQC Fund's News & Insights]]></category><pubDate>Tue, 19 May 2026 05:49:43 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_a40cc9c011524f32b99856e0adec4eb1~mv2.png/v1/fit/w_484,h_508,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[Q-CTRL Delivers 3,000x Speedup in Materials Discovery for the Energy Sector with Quantum Computing]]></title><description><![CDATA[Q-CTRL has announced a major milestone in quantum computing, demonstrating a 3,000-fold speedup in materials simulation for the energy sector using its infrastructure software on the IBM Quantum Platform. The breakthrough provides evidence of “practical quantum advantage”, where a quantum computer outperforms classical methods on a commercially relevant problem. This achievement highlights the growing real-world potential of quantum computing to accelerate materials discovery and support...]]></description><link>https://www.janahcapital.com/post/q-ctrl-delivers-3-000x-speedup-in-materials-discovery-for-the-energy-sector-with-quantum-computing</link><guid isPermaLink="false">6a3251bb5dc80ec530c14a0b</guid><category><![CDATA[Portfolio News]]></category><pubDate>Thu, 07 May 2026 14:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_eb9bafac4f6a4476bcf0c3be2a5eb000~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[ICM Monthly Outlook - April 2026]]></title><description><![CDATA[Global markets have continued to navigate a complex and often contradictory environment in 2026, where strong headline index performance has coexisted with heightened volatility, geopolitical tension, and shifting policy expectations. This latest insight by ICM Limited explores how equities have reached new highs – including the MSCI World’s recent peak in April – despite material intra-period drawdowns and an evolving macro backdrop shaped by energy market disruption, renewed Middle East...]]></description><link>https://www.janahcapital.com/post/icm-monthly-outlook-april-2026</link><guid isPermaLink="false">6a3251bb5dc80ec530c14a5a</guid><category><![CDATA[ICM HPQC Fund's News & Insights]]></category><pubDate>Wed, 29 Apr 2026 14:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_81d312eab13f40f996c591a11e3c6754~mv2.png/v1/fit/w_884,h_660,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[How full CMOS compatibility puts Diraq ahead of the pack]]></title><description><![CDATA[Diraq is taking a different approach to scaling quantum computing by building its technology to work directly with the same manufacturing processes used to produce everyday computer chips. This compatibility with standard CMOS fabrication means quantum processors can be developed using existing semiconductor infrastructure, rather than requiring entirely new systems. By aligning with proven chip-making technology, Diraq aims to make quantum hardware easier to produce, more reliable, and...]]></description><link>https://www.janahcapital.com/post/how-full-cmos-compatibility-puts-diraq-ahead-of-the-pack</link><guid isPermaLink="false">6a3251bc5dc80ec530c14ae7</guid><category><![CDATA[Portfolio News]]></category><pubDate>Tue, 28 Apr 2026 06:09:34 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_fea1afcf8dcc42749ea2dd29e4dbd63d~mv2.png/v1/fit/w_1000,h_810,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[TIME Names Q-CTRL to its Inaugural List Honoring 100 Industry Leaders of 2026]]></title><description><![CDATA[Q-CTRL has been named to TIME’s inaugural list of 100 Industry Leaders for 2026, recognising its role in advancing the practical application of quantum technologies. Selected among the most influential companies shaping emerging “new frontiers,” the recognition highlights Q-CTRL’s progress in delivering real-world quantum solutions across defence and enterprise, from GPS-independent navigation systems to scalable quantum computing infrastructure. Read the full announcement here: TIME Names...]]></description><link>https://www.janahcapital.com/post/time-names-q-ctrl-to-its-inaugural-list-honoring-100-industry-leaders-of-2026</link><guid isPermaLink="false">6a3251bb5dc80ec530c14a0f</guid><category><![CDATA[Portfolio News]]></category><pubDate>Mon, 27 Apr 2026 14:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_1bd23dbb9fe64eb1b79e104ede88b9ad~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item><item><title><![CDATA[Q-CTRL and IonQ Partner to Unlock Quantum Optimisation with Fire Opal on Forte Quantum Processors]]></title><description><![CDATA[Q-CTRL and IonQ are advancing the practical performance of near-term quantum systems through the integration of Fire Opal with IonQ’s Forte processors. Rather than focusing on hardware scaling alone, the collaboration targets the algorithm–hardware interface, where noise, control errors and circuit inefficiencies typically degrade results. Fire Opal operates as a hardware-aware optimisation layer, automatically refining quantum circuits and execution parameters to improve fidelity in...]]></description><link>https://www.janahcapital.com/post/q-ctrl-and-ionq-partner-to-unlock-quantum-optimisation-with-fire-opal-on-forte-quantum-processors</link><guid isPermaLink="false">6a3251bb5dc80ec530c14a2b</guid><category><![CDATA[Portfolio News]]></category><pubDate>Thu, 23 Apr 2026 14:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/29bc8a_04825984944d43c9a45820153bdc5f9e~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>julielaffy2</dc:creator></item></channel></rss>