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 ...

Group 1: Investment Themes - Zacks Thematic Screens offers insights into 30 dynamic investment themes, including technology, renewable energy, and healthcare innovations [1][10] - The China Technology theme focuses on China-based technology companies listed on the U.S. stock market, covering sectors like Internet services, e-commerce, and online gaming [5][3] Group 2: China Technology Sector - The China Technology sector is characterized by companies that are leaders in their fields, aiming to reduce reliance on Western technology amid Sino-U.S. trade tensions [3][4] - Recent U.S. restrictions on high-tech exports have prompted China to accelerate self-sufficiency efforts in critical industries, enhancing its position in technology [4] Group 3: NetEase Performance - NetEase (NTES) is highlighted as a top-ranked stock within the China Technology screen, benefiting from strong quarterly results and a favorable EPS outlook [2][6] - The company reported a 7% year-over-year revenue growth in its latest quarter, driven by popular games like Marvel Rivals [8][7]

Core Insights - The stock market experienced volatility, but quantum computing stocks, particularly the Defiance Quantum ETF (QTUM), achieved significant returns, outperforming the S&P 500 by 42% compared to 12.3% [1][9] - IonQ, Inc. and D-Wave Quantum Inc. were major contributors to QTUM's gains, with IonQ rising by 409.7% and D-Wave Quantum by 1,447.4% over the past year [1][9] IonQ Analysis - IonQ reported first-quarter revenues of $7.6 million, unchanged from the previous year, but projects full-year revenues to double to between $75 million and $95 million in 2024 following the acquisition of Lightsynq [2][9] - The company narrowed its first-quarter non-GAAP loss to $0.14 per share from $0.19 a year ago, indicating progress towards profitability [3] - IonQ's unique linear ion chains technology allows it to surpass 100 qubits and reduce errors, enhancing its competitive position [3] - IonQ has established a growing customer base, including notable clients like AstraZeneca and ANSYS [3] D-Wave Quantum Analysis - D-Wave Quantum's first-quarter revenues surged to $15 million, marking a 509% increase year-over-year, and the company ended the quarter with $304.3 million in cash [4][9] - The revenue growth is attributed to heightened interest in its technology, particularly the Advantage2 quantum computer, which can solve complex problems significantly faster than traditional supercomputers [5][6] - D-Wave Quantum is also on a path to profitability, having met customer obligations and reduced liabilities [4] Comparative Insights - Both IonQ and D-Wave Quantum are progressing towards profitability, with IonQ focusing on ion trap architecture and D-Wave on quantum annealing [7] - IonQ holds a larger intellectual property portfolio with 950 patents, bolstering its market position [10] - IonQ's price-to-sales (P/S) ratio is 212.84, which is lower than D-Wave Quantum's P/S ratio of 240.66, indicating a relatively more attractive valuation [11] Market Outlook - IonQ's CEO expresses optimism about the company's potential to lead the quantum computing field, drawing comparisons to NVIDIA [15] - The practical applications of quantum computing remain limited, suggesting that investments in this sector carry inherent risks [8]

Shares of Quantum Computing (QUBT 6.07%) are surging on Tuesday, up 4.2% as of 2:52 p.m. ET but up as much as 22.7% earlier in the day. The jump comes as the S&P 500 and the Nasdaq Composite both had modest gains.Though there isn't a specific catalyst for the company today, positive news from another quantum company is bleeding into all quantum stocks.IonQ is buying Oxford IonicsIn a deal worth more than $1 billion, Quantum Computing's rival, IonQ, is purchasing the U.K.-based Oxford Ionics. The move will c ...

Parts of the IBM Quantum System Two are seen at IBM Thomas J. Watson Research Center on June 6, 2025 in Yorktown Heights, New York.IBM on Tuesday announced a roadmap to develop a large-scale, fault-tolerant quantum computer called Quantum Starling.Part of the company's plan involves the new IBM Quantum Nighthawk processor, which is set to release later this year, according to a blog post announcing the details."Unlocking the full promise of quantum computing will require a device capable of running larger, ...

Good morning - QQQs +17bps, BTC +60bps getting close at attempting new highs again. Yields falling 2-3bps ahead of CPI tomorrow. 早安 - QQQs 微涨 17 个基点，BTC 上涨 60 个基点再次逼 近新高。收益率下跌 2-3 个基点,明日 CPI 数据公布前市 场谨慎。 AI vibes continue to hover near highs not seen since the middle of last summer. Today, we get a BBG article saying Zuck is building an AI superintelligence team. I liked this quote in particular at the end of the article: Al 热潮持续高涨，接近去年夏季中旬以来的峰值。今日， BBG 文章称 Zuck 正在组建 Al 超级智能团队。我尤其喜欢 文未这句话： In the last two mo ...

SHENZHEN, China, June 10, 2025 (GLOBE NEWSWIRE) -- MicroCloud Hologram Inc. (NASDAQ: HOLO), (“HOLO” or the "Company"), a technology service provider, announced the development of a noise-resistant Deep Quantum Neural Network (DQNN) architecture aimed at achieving universal quantum computing and optimizing the training efficiency of quantum learning tasks. This innovation is not merely a quantum simulation of traditional neural networks but a deep quantum learning framework capable of processing real quantum ...