Key Takeaways Rigetti secured an $8.4M order from C-DAC to deliver a 108-qubit quantum system to a Bengaluru data center.The deal follows a 2025 MoU, showing Rigetti can convert research deals into revenue-generating system sales.While not financially transformative, RGTI's order supports a go-to-market model in government markets.Rigetti Computing’s (RGTI) $8.4 million purchase orderto deliver a 108-qubit quantum computer from C-DAC marks a meaningful validation of its system-led scaling strategy, shifting ...

It hasn't been a very auspicious start to the new year for IonQ (NYSE: IONQ) stock. After dropping 10.9% in January, shares of the quantum computing specialist have been tumbling in the first week of February following a critical report on the company issued this week by Wolfpack Research. According to data provided by S&P Global Market Intelligence, IonQ stock is down 23.9% from the end of trading last Friday through the close of Thursday's market session. Where to invest $1,000 right now? Our analyst te ...

We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver. International Business Machines Corporation (NYSE:IBM) is one of the stocks that Jim Cramer discussed. International Business Machines Corporation (NYSE:IBM) is one of Cramer’s top stocks in the technology space. Over the past couple of months, the CNBC TV host has praised the firm’s quantum computing business. International Business Machines Corporation (NYSE:IBM)’s shares are up by 9.8% over the past yea ...

LOUISVILLE, Colo.--(BUSINESS WIRE)--Infleqtion, a global leader in quantum sensing and quantum computing powered by neutral-atom technology, today announced a successful live demonstration with Quantum Corridor showing how critical digital infrastructure can stay precisely synchronized without relying on GPS. Quantum Corridor is a quantum-safe, ultra-fast, and highly secure fiber-optic network in the Midwest enabling next-generation communication. The demonstration was conducted across 21.8 kil. ...

Core Viewpoint - Recent advancements in classical AI, such as Anthropic's Claude Opus 4.6, do not materially alter the quantum computing threat landscape or the requirements for quantum-secure cryptographic architectures [1][5]. Quantum Computing vs. Classical AI - Quantum computing operates on principles like superposition and entanglement, requiring scalable qubit architectures and fault-tolerant error correction, which are not addressed by classical AI advancements [3][4]. - Large language models, including Claude Opus 4.6, cannot execute quantum algorithms or undermine post-quantum cryptographic methods [4][5]. Security Architecture Implications - The quantum threat model remains unchanged, with the need for post-quantum cryptography and secure hardware components still essential for long-term digital trust [6][8]. - The deployment of advanced AI systems increases the urgency for quantum-secure infrastructure, as it expands the digital attack surface and accelerates vulnerability discovery [8][9]. Market Reactions and Industry Dynamics - Market reactions to AI announcements reflect disruptions in enterprise software rather than foundational security technology changes [7]. - The anticipated impacts of AI are primarily in automation and content generation, which do not apply to secure silicon and cryptographic hardware governed by physical constraints [7]. SEALSQ's Position and Offerings - SEALSQ is focused on developing post-quantum technology solutions, integrating semiconductors and PKI to address security challenges posed by quantum computing [10][11]. - The company is pioneering post-quantum semiconductors designed to protect sensitive data across various applications, ensuring resilience against quantum threats [12].

Core Viewpoint - MicroCloud Hologram Inc. has developed an innovative transmission scheme for GHZ and W states using Brownian state quantum channels, enhancing quantum communication technology and paving the way for practical applications in large-scale quantum systems [1][5]. Technical Implementation - The Brownian state quantum channel is a novel four-particle entangled state that facilitates stable quantum links, enabling efficient transmission of multi-particle entangled states [2]. - The quantum Fourier transform is utilized for quantum state projection measurement, providing better adaptability and accuracy in measuring quantum states compared to traditional methods [3]. - HOLO has established comprehensive technical specifications for quantum gate operations, including specific phase gates and controlled-NOT gates for GHZ states, and more complex operations for W states [4]. Application Prospects - The protocol has significant potential in quantum communication, particularly in building core transmission modules for distributed quantum computing and applications in quantum secure communication and distributed quantum measurement [5]. - With advancements in quantum hardware technology, the transmission protocol is expected to play a crucial role in future quantum information systems, supporting the development of large-scale quantum networks [5]. Company Overview - MicroCloud Hologram Inc. focuses on holographic technology services, including holographic LiDAR solutions and digital twin technology, with cash reserves exceeding 3 billion RMB and plans to invest over 400 million USD in various frontier technology fields [6][7].

A long-term asset like Bitcoin (CRYPTO: BTC) can survive a lot of scary headlines about the global economy, geopolitics, or the behavior of its biggest holders. But for investors to have enough confidence to actually hold it long enough to get a solid return, it probably can't survive having its core (and often unstated) assumptions broken. On that note, on Jan. 21, Coinbase (NASDAQ: COIN) said that it would form an independent advisory board focused on quantum computing as it pertains to blockchain secu ...

Core Viewpoint - Rigetti Computing is attracting investor interest due to its unique position in the quantum computing sector, but its current valuation may be overly optimistic given the long timeline for practical applications of quantum technology [1][3]. Company Overview - Rigetti Computing has a market capitalization of approximately $4.9 billion, with recent sales totaling only $7.5 million over the last 12 months, indicating a significant disconnect between valuation and current financial performance [2]. - The stock price has seen a decline of 12.54%, currently priced at $15.04, with a 52-week range between $6.86 and $58.15 [2]. Industry Insights - A report from MIT suggests that large-scale commercial applications of quantum computing, which would justify high market caps, are likely still "far off," with general-use quantum computing estimated to be two decades away according to Morningstar [3]. - The current optimism surrounding quantum computing may not align with the actual development timeline, leading to potential overvaluation of companies like Rigetti [5]. Investment Considerations - Investors may face challenges as Rigetti will need to secure ongoing funding, which could be dilutive to existing shareholders, raising concerns about the sustainability of its current valuation [5]. - Alternative investment opportunities, such as Alphabet, may present better risk-reward profiles compared to Rigetti's high-risk quantum computing venture [5].

Key Takeaways QBTS has fallen about 23% YTD as markets rotate away from speculative growth amid higher-for-longer rates.D-Wave revenues were $21.8M in the first nine months of 2025 with 80% gross margins & 100 paying customers.QBTS ended Q3 with over $800M in cash to scale QCaaS & advance Advantage platforms amid tough macro scenario.D-Wave Quantum’s (QBTS) roughly 23% decline so far in 2026, underperforming the broader markets and key benchmarks, shows how investors are differentiating between early-stage, ...

WASHINGTON, Feb. 5, 2026 /PRNewswire/ -- IBM (NYSE: IBM) today announced it was selected to support the Missile Defense Agency's Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program. This indefinite-delivery/indefinite-quantity (IDIQ) contract, with a ceiling of $151 billion, encompasses a broad range of work areas that allow for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility. IBM has supported the U.S. federal government for nearly a cen ...