Group 1: D-Wave Quantum - D-Wave Quantum is making significant strides in the quantum computing industry, focusing on both quantum annealing and gate-model systems [1] - The company has started generating revenue in the annealing space, but the quantum computing sector is still in its early growth stages, with general usefulness potentially years away [2] - D-Wave's stock has experienced a dramatic increase, rising in quadruple digits over the past three years as investors seek early opportunities in quantum computing [2][9] Group 2: Alphabet Inc. - Alphabet, the parent company of Google, dominates the search engine market with a 90% market share, which has been a key driver of its substantial advertising revenue [6] - The company also generates significant revenue from its cloud computing segment, which has been bolstered by the rise of artificial intelligence, providing various solutions for AI implementation [7] - In the latest quarter, Google Cloud revenue surged by 34% to $15 billion, contributing to Alphabet's overall revenue exceeding $100 billion for the first time in a single quarter [8]
Forget D-Wave Quantum: This AI Behemoth Still Has More Room to Run