Headquartered in Armonk, New York, International Business Machines Corporation (IBM) is a powerhouse weaving software, consulting, infrastructure, and financing into a global tapestry of digital innovation. Valued at nearly $268 billion, its software arsenal boasts hybrid cloud and artificial intelligence (AI) platforms, while its consulting arm dives deep into industry-specific strategy and operations. When it comes to infrastructure, IBM offers a range of solutions, including on-premises and cloud solut ...

来源 ： 内容编译自politico 。 公众号记得加星标⭐️，第一时间看推送不会错过。 一项价值 74 亿美元的技术倡议曾被设计为美国半导体复兴的关键支柱，但在商务部突然撤回其资金 后，目前陷入了僵局。此举不仅引发了大规模裁员，也将这个被拜登政府选定来领导该工作的团体推 向了关闭的边缘。 Natcast 这个汇集了顶级芯片公司和研究型大学的非营利组织，曾签署了一份数十亿美元的合同，旨 在确保美国在半导体进步中保持中心地位。唐纳德·特朗普总统和两党议员仍然认为这项指令在全球 与中国的技术竞争中至关重要。 注： 给予是德科技（ Keysight Technologies ）、普林斯顿大学（ Princeton University ）和德克萨斯大学奥 斯汀分校（ University of Texas at Austin ） 的资金是一个估计值，基于这三个项目总计接近 3000 万美元 的资金，平均每个项目估计为 750 万至 1000 万美元。一个位于加利福尼亚州桑尼维尔的旗舰设施项目已 被宣布，但初期拨款中未报告联邦资金。 来 源 ： 美 国 国 家 标 准 与 技 术 研 究 院 (National In ...

The AI frenzy and a quantum computing development helped IBM stock recover.A tailwind from the artificial intelligence (AI) boom, along with an apparent breakthrough in quantum computing, helped push IBM (IBM 0.65%) stock back to near-record levels in September. IBM stock gained 15.9% last month, according to data provided by S&P Global Market Intelligence, largely erasing the losses suffered over the summer. AI and quantum computingIBM's AI business doesn't generate a lot of headlines, but the company has ...

Group 1 - Dan Ives, a prominent tech analyst, forecasts a surge in mergers and acquisitions (M&A) in the technology sector, particularly driven by artificial intelligence (AI) [1][2] - Ives identifies a lenient regulatory environment as a catalyst for easier deal closures, suggesting that both strategic and financial buyers are preparing for increased acquisition activity [2][4] - A comprehensive list of potential M&A targets includes companies like C3.ai Inc., SanDisk Corp., and Lyft Inc., among others [3][5] Group 2 - Major tech firms such as Apple Inc. and IBM are expected to be highly active acquirers in the upcoming M&A wave as they seek to enhance their AI capabilities [4][5] - Recent M&A activity in the industry includes CoreWeave's acquisition of Core Scientific's data centers and Palo Alto Networks' acquisition of CyberArk Software [5][6] - The Dan IVES Wedbush AI Revolution ETF has gained significant investor confidence, surpassing $750 million in assets under management shortly after its launch, reflecting a 30.18% increase since listing [6]

IBM recently helped HSBC pull off a quantum computing milestone. Now, IBM wants to further demonstrate quantum's use in finance. A joint study with Vanguard shows how quantum computing could shake up portfolio construction. IBM made headlines in the financial and tech sectors last week with a quantum-powered bond trade it helped HSBC execute. IBM stock jumped as markets reacted to a milestone use case for the cutting-edge tech. Now, the company has revealed the results of another partnership, indic ...

Notable technology industry analyst Dan Ives says Big Tech companies and private equity firms are gearing up to make a flurry of acquisitions to stay ahead in the AI arms race. The analyst shared his picks for stocks that are prime acquisition targets as the dealmaking boom gets underway. "With the regulatory landscape becoming more lenient to acquisitions with the new administrations stepping in and no longer representing steep hurdles, we believe that the tech M&A floodgates are ready to be opened as more ...

Core Insights - This year has seen significant advancements in quantum computing, transitioning from theoretical research to practical applications, with major tech companies making strides in error correction, larger qubit systems, and hybrid quantum-classical technologies [1][2] Company Developments - **Google** has reiterated its Willow roadmap, focusing on error correction and scalable chips, while also launching an Accelerated Quantum Research Center to integrate AI supercomputing with quantum research [2] - **Microsoft** is advancing its quantum computing initiatives with Majorana 1, a topological-qubit processor, and is emphasizing partnerships to scale quantum hardware, aiming for a distinct hardware path that could offer commercial advantages [4][7] - **IBM** is pursuing a stepwise approach to fault-tolerant quantum computing, including the establishment of a new Quantum Data Center and international collaborations, indicating a commitment to building large-scale, fault-tolerant machines [5][6] - **D-Wave** is focusing on commercial traction and revenue growth, reporting stronger year-over-year revenue and emphasizing its hybrid-solver offerings, which are already usable for optimization tasks [6][8] - **IonQ** has achieved significant performance milestones and is working on making its trapped-ion systems compatible with existing telecom infrastructure, which could enhance its commercial viability [9] Market Outlook - The advancements in quantum computing technologies are expected to create new commercialization pathways, with companies like Microsoft, IBM, D-Wave, and IonQ positioning themselves to capitalize on these developments by 2025 [2][3][4][5][9]

Core Insights - Quantum computing represents a high-risk, high-reward investment opportunity, potentially surpassing the impact of artificial intelligence [1] - The combination of quantum computing and AI is projected to generate over $1 trillion in economic value by 2035 [2] Company Analysis: International Business Machines (IBM) - IBM is transitioning from its traditional mainframe and enterprise software business to become a leader in quantum computing, achieving a significant milestone with the deployment of IBM Quantum System Two in Japan [3] - The company has accumulated nearly $1 billion in bookings for its quantum business from 2017 to early 2025, indicating a shift from research to monetization [4] - IBM aims to demonstrate quantum advantage by 2026 and plans to reveal the first error-corrected quantum computer by 2028, with a goal of building a large-scale, fault-tolerant quantum computer by 2029 [5] - The open-source quantum computing software ecosystem, Qiskit, is designed to create a loyal customer base and facilitate practical quantum applications [6] - In Q2 of fiscal 2025, IBM reported $17 billion in revenue (5% year-over-year increase) and $2.80 in non-GAAP earnings per share (15% year-over-year increase), with $4.8 billion in free cash flow [7] - The hybrid infrastructure business, particularly the IBM Z platform, saw a revenue increase of 67% year-over-year, driven by hybrid cloud architecture adoption for AI workloads [8] - IBM's forward P/E ratio is 21.9, significantly lower than its five-year average of 38.7, making it an attractive investment option [9] Company Analysis: IonQ - IonQ is a pure-play quantum hardware company utilizing trapped-ion qubits, which are believed to offer cost and power advantages over superconducting qubits [11][12] - The trapped-ion system provides more stable qubits, reducing error rates, and IonQ is experiencing commercial success through partnerships with organizations like AIST G-QuAT and KISTI [13][14] - In Q2 of fiscal 2025, IonQ's revenues increased by 81.8% year-over-year to $20.7 million, exceeding revenue guidance [15] - IonQ has a strong balance sheet with $1.6 billion in pro forma cash following a $1 billion equity raise, and it expects fiscal 2025 revenues between $82 million and $100 million [15] - The company aims to achieve 800 logical qubits by 2027 and 80,000 by 2030, indicating rapid progress in addressing commercial challenges across various industries [16] - Despite facing execution risks and not yet being profitable, IonQ offers significant upside potential in the quantum computing space, albeit with a high price-to-sales ratio of over 380x [17]

International Business Machines (NYSE:IBM) and Advanced Micro Devices (NASDAQ:AMD) announced on Wednesday a strategic collaboration to provide Zyphra, a San Francisco-based open-source AI company, with advanced AI infrastructure. Under a multi-year agreement, IBM will host a large cluster of AMD Instinct MI300X GPUs on IBM Cloud to support Zyphra’s training of multimodal foundation models, marking one of the largest generative AI training deployments to date using an AMD stack. Zyphra, which recently comp ...

NEW YORK, Oct. 01, 2025 (GLOBE NEWSWIRE) -- Today's Marketplace (TMP) is proud to announce a featured interview with Global Managing Partner, IBM Consulting Americas, Neil Dhar, and Regina Taylor Chair of Marketing and Management, Associate Professor at Creighton University. The pair joined Today’s Marketplace host Jane King at the New York Stock Exchange to discuss upskilling today's workforce to better prepare entry-level roles for the AI age. The full interview can be viewed online here. When asked by Ki ...