Quantum computing is seeing renewed momentum, with numerous entities investing in the space and making notable progress. Recent breakthroughs include Google’s Willow chip, which can complete calculations in minutes that would take years for supercomputers. Investors looking to get involved in the sector have several options as interest grows. To help narrow the field, Finbold sought insights from OpenAI’s ChatGPT to highlight two quantum computing equities worth buying now.IBM (NYSE: IBM)ChatGPT identified ...

Quantum computing is seeing renewed momentum, with numerous entities investing in the space and making notable progress. Recent breakthroughs include Google’s Willow chip, which can complete calculations in minutes that would take years for supercomputers. Investors looking to get involved in the sector have several options as interest grows. To help narrow the field, Finbold sought insights from OpenAI’s ChatGPT to highlight two quantum computing equities worth buying now.IBM (NYSE: IBM)ChatGPT identified ...

Arqit Quantum (ARQQ) Conference June 11, 2025 01:45 PM ET Speaker0 Okay. So welcome to the Sidoti virtual micro cap conference. Thank you for joining us today. I'm Anya Sodstrom, senior equity analyst here at Sidoti. And as I mentioned, next up, we have Arcade Quantum. I have, Tracy Mear, the chief financial strategy officer with me. And this will be conducted as a presentation by Tracy, and that will be followed by q and a. And if you would like to submit question, you can do so in the q and a function at ...

Quantum computing shares are jumping in premarket trading Wednesday after Nvidia CEO Jensen Huang said that the industry was “reaching an inflection point." https://t.co/zJ2q2Bb8p0 ...

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Summary of NVIDIA Conference Call - June 11, 2025 Company Overview - **Company**: NVIDIA (NVDA) - **Event**: Conference Call - **Date**: June 11, 2025 Key Industry Insights - **AI Growth**: AI is recognized as the fastest-growing technology in history, with global reach and significant potential for expansion in Europe, particularly in France and the EU [1][18] - **Quantum Computing**: The industry is shifting towards a hybrid model of quantum and classical computing, emphasizing the importance of GPU supercomputers for error correction and data generation [9][12][15] - **Sovereign AI**: The development of AI infrastructure in Europe is seen as crucial, with an estimated $1.5 trillion build-out expected over the coming years [17][18] Core Company Strategies - **Local Infrastructure**: NVIDIA is focusing on building AI factories and supercomputing centers for local consumption in Europe, which will support the region's heavy industry and robotics capabilities [16][17] - **Physical AI Models**: The company is developing multimodal physical AI models that can reason and execute tasks based on prompts, differentiating them from traditional LLMs [19][20] - **Gigawatt Projects**: NVIDIA is involved in multiple gigawatt projects across Europe, with a focus on regional cloud service providers and AI factories supported by government initiatives [24][26] Financial and Operational Insights - **Supply Chain Management**: NVIDIA's supply chain is robust, with the ability to forecast demand and place large orders with suppliers like TSMC and Micron, ensuring timely production of supercomputers [30][32] - **Market Demand**: The company is not limited by critical components but must forecast production accurately to meet the growing demand for AI technologies [30][33] - **Post-Training Opportunities**: NVIDIA sees significant potential in post-training processes, which involve reinforcement learning and human feedback to improve AI models [49][52] Challenges and Risks - **Geopolitical Concerns**: The company acknowledges the importance of local infrastructure due to data privacy and geopolitical issues, particularly in Europe [27][28] - **Dependency on Taiwan**: NVIDIA is actively working to reduce its dependency on Taiwan for chip manufacturing, with plans to build substantial AI supercomputer infrastructure in the United States [64][66] - **China Market**: The company has removed China from its forecasts due to export controls, resulting in a significant revenue drop, but remains optimistic about growth in other markets [70][71] Future Outlook - **AI Integration in Enterprises**: NVIDIA is focused on integrating AI into traditional enterprise IT systems, which presents a substantial market opportunity estimated in the hundreds of billions [96][98] - **Continuous Improvement**: The company emphasizes ongoing software improvements that enhance the performance of its hardware, ensuring long-term value for customers [114][115] - **Ecosystem Development**: NVIDIA is building an ecosystem around its NVLink technology, which is expected to facilitate partnerships and enhance its competitive position in the market [91][92] Conclusion NVIDIA is strategically positioned to capitalize on the rapid growth of AI and quantum computing, with a strong focus on local infrastructure development in Europe, robust supply chain management, and continuous innovation in AI technologies. The company faces challenges related to geopolitical risks and market dependencies but remains optimistic about its growth trajectory and market opportunities.

Core Insights - Rigetti Computing has completed sales of $350 million in gross proceeds from its common stock through an at-the-market equity offering program, bringing its total cash, cash equivalents, and available-for-sale investments to approximately $575 million with no debt [1] - The company plans to utilize the proceeds primarily for working capital, capital expenditures, and general corporate purposes, with potential future investments in strategic collaborations, acquisitions, or partnerships [1] Company Overview - Rigetti Computing is a pioneer in full-stack quantum computing, operating quantum computers over the cloud since 2017 and serving a diverse clientele including global enterprises, government, and research institutions through its Rigetti Quantum Cloud Services platform [2] - The company began selling on-premises quantum computing systems in 2021, featuring qubit counts ranging from 24 to 84, and introduced its 9-qubit Novera QPU in 2023 to support the R&D community [2] - Rigetti has developed the industry's first multi-chip quantum processor for scalable quantum computing systems and manufactures its chips in-house at Fab-1, the first dedicated and integrated quantum device manufacturing facility [2]

Jensen Huang, CEO of Nvidia talks about quantum computing on stage at Nvidia GTC Paris on Wednesday 11 June, 2025.Nvidia CEO Jensen Huang is growing more bullish about quantum computing — and he expects they'll start solving real-world problems in the coming years."Quantum computing is reaching an inflection point," Jensen declared during his keynote speech at Nvidia's GTC Paris developer conference Wednesday.Quantum computers are machines that use the laws of quantum mechanics to solve problems too complex ...

This makes me more bullish on a company like Alphabet in the quantum computing arms race, as it can easily devote a few billion dollars to quantum computing research. Furthermore, it could also easily buy one of the quantum computing start-ups if it felt that the technology that company was developing was more advanced than its own. Quantum computing stocks have been quite volatile over the past six months. Investors get excited about their prospects and immediately sell if the market goes into risk-off mod ...

通信行业动态报告 量子计算光量子技术路线进展加速，未来大有可为 2025 年 06 月 11 日 ➢ 光量子是量子计算重要的技术路线之一，具有独特的竞争优势：量子计算以 量子比特为基本单元，利用量子叠加和干涉等原理实现并行计算，在理论上能在 特定领域实现指数级加速，因而是未来计算能力跨越式发展的重要方向。量子计 算技术路线众多，当前多种技术路线并行发展尚无收敛趋势。可分为两大类，一 是基于微观结构形成分立能级系统的"人造粒子"路线，如超导和硅半导体，二 是直接操控微观粒子的天然粒子路线，如量子阱、光量子和中性原子。其中，光 量子是重要的技术路线之一，其是基于量子叠加态和纠缠态原理，通过非线性光 学效应产生纠缠光子对，再利用线性光学元件对光子进行操控以实现量子逻辑运 算。相较于其他路线，光量子具备独特竞争优势。其支持室温工作，相干时间长， 同时光子可以实现长距离纠缠，适合构建分布式量子计算网络。并且，光量子计 算可以与现有的光纤通信基础设施兼容，不需要信号的转换就能够进行扩展。 ➢ 光量子技术路线研究热度高，产业生态正逐步形成：根据中国信通院统计， 截至 2023 年 9 月，量子计算硬件技术路线的专利申请数量 ...