Catching up in GPU infrastructure in what way? It is not reasonable to expect to catch up on full GPU design to fabrication. If you mean datacenters, I believe they are being built wherever feasible, nordic regions and then spain/portugal.

Quantum today is actually in a good place investment wise because two fields have matured enough that there is a defense usecase to rally funding around - communication and sensing.

Computing is less than 1-3rd of the story. We could end up failing to make a fault tolerant computer and be totally fine and happy with the other benefits.

The long term hope that we throw out there is that these two usecases subsidise the development of quantum computers in some way, and _that_ helps take it over the line. But that's just a bonus.