Grayscale said in its latest "2026 Digital Asset Outlook" that while quantum computing poses a long-term risk to blockchain cryptography, it is unlikely to affect Bitcoin—or the broader crypto market’s prices and valuations—in 2026. The report noted that most public blockchains will ultimately need to adopt post-quantum cryptography upgrades. However, a "cryptographically relevant" quantum computer capable of breaking Bitcoin’s public-key cryptography and forging digital signatures to steal assets is widely ...

Quantum Computing Unlikely to Impact Bitcoin, Crypto Prices in 2026: Grayscale► https://t.co/nLWktCeDrK https://t.co/nLWktCeDrK ...

Canada wants to prevent quantum leaps — that is, stop its promising quantum startups from leaping south of the border. Read more in today’s Canada Daily newsletter https://t.co/RZiwgVNsMn ...

Company Overview - D-Wave Quantum is a technology company specializing in quantum computing hardware, software, and cloud-based services, addressing complex computational challenges for enterprise clients across various sectors [5] - The company has a market capitalization of $7.83 billion and reported a revenue of $30.6 million with a net income of -$398.8 million for the trailing twelve months (TTM) [4] Recent Insider Activity - John M. Markovich, the Chief Financial Officer, exercised 200,000 stock options and sold the resulting shares for a transaction value of $4.59 million, marking the largest single administrative disposition reported by him [1][7] - Post-transaction, Markovich retains 937,559 shares with a direct ownership value of $21.5 million [2] Market Context - As of December 15, 2025, D-Wave Quantum's one-year total return was 373%, indicating significant price appreciation and elevated valuation for the equity [7] - The transaction was part of a trading plan adopted by the CFO in August, prior to a sharp share price spike to its record high [10] Product and Service Offering - D-Wave Quantum develops and commercializes quantum computing systems, including the Advantage quantum computer, Ocean open-source programming tools, and Leap cloud-based quantum services [8] - The company generates revenue through hardware sales, cloud-based quantum computing access, and professional services for enterprise quantum application deployment, serving sectors such as manufacturing, logistics, financial services, and life sciences [8] Industry Position - D-Wave's Advantage2 quantum annealing system is recognized as an industry leader with over 4,400 qubits, enabling the exploration of multiple problems simultaneously [9] - The company is well-positioned in the quantum computing space, with a strong balance sheet showing $800 million in net cash, as the technology gains more use cases [11]

Core Insights - The focus is shifting from pure-play quantum computing startups to companies enabling quantum technology through classical infrastructure and secure IT environments [1][9] - The quantum computing market is projected to grow significantly, with a CAGR of 20.5% from $1.4 billion in 2024 to over $4.2 billion by 2030, while the post-quantum cryptography market is expected to grow from $0.42 billion in 2025 to $2.84 billion by 2030, at a CAGR of 46% [4] Company Summaries - **Advanced Micro Devices (AMD)**: Partnering with IBM to develop quantum-centric supercomputing architectures that integrate quantum and classical computing technologies. Expected earnings growth of 26.8% and revenue growth of 57.8% in 2026 [5][6] - **Teradyne (TER)**: Acquiring Quantifi Photonics to enhance testing capabilities for photonic integrated circuits, crucial for next-generation quantum systems. Expected earnings growth of 44.6% and revenue growth of 22% in 2026 [7][8] - **Broadcom (AVGO)**: Launched Brocade Gen 8 Fibre Channel networking platforms with quantum-safe encryption, indicating a move towards monetizing quantum-resilient security capabilities. Expected earnings growth of 34.9% and revenue growth of 34.1% in fiscal 2026 [10][11] - **Applied Materials (AMAT)**: Collaborating with Xanadu and Qolab to advance quantum hardware fabrication processes, emphasizing its role in materials engineering for quantum devices. Expected earnings growth of 1.3% and revenue growth of 2% in fiscal 2026 [12][13] - **Oracle (ORCL)**: Engaging in partnerships to provide advanced quantum-safe security solutions and launching the Oracle Defense Ecosystem to foster innovation in defense technologies. Expected earnings growth of 15.4% and revenue growth of 16.6% in fiscal 2026 [14]

The Canadian government will provide up to C$92 million ($66.8 million) in funding to help quantum computing firms to scale up and remain in the country https://t.co/ZzhSzuqLzl ...

Core Insights - Western Digital Corporation's strategic investment in Qolab aims to enhance long-term growth by gaining early exposure to quantum computing hardware technologies [2] - The partnership focuses on developing advanced nanofabrication technologies to improve qubit performance and scalability, which is crucial for practical quantum systems [3] - This collaboration supports U.S. technological leadership and promotes local innovation and job creation in California [3] Company Strategy - The investment in Qolab reflects Western Digital's strategy to explore adjacent technologies that leverage its core strengths, positioning the company for future quantum-driven demand [4] - Although the investment is not expected to impact near-term results, it could open opportunities beyond the core storage business and support long-term innovation-led growth [4] Competitive Landscape - Seagate Technology is well-positioned for growth with a defined product roadmap focused on enterprise storage solutions, benefiting from AI-driven data creation [5] - Micron Technology is capitalizing on the expanding AI-driven memory and storage markets, with strong demand for its HBM products and a focus on customer execution [6] Market Performance - Over the past six months, Western Digital's shares have surged 207.2%, outperforming the Zacks Computer-Storage Devices industry's growth of 72.2% [7] - Currently, WDC shares are trading at a forward price/earnings ratio of 20.76X, higher than the industry's 18.69X [9] - The Zacks Consensus Estimate for WDC's earnings for fiscal 2026 has been revised upward by 15.3% to $7.63 over the past 60 days [10]

Core Viewpoint - Zapata Quantum, Inc. has successfully filed its historical Form 10-K and 10-Qs with the SEC, marking a significant milestone in its strategic restructuring efforts and enabling its shares to move from the OTC Expert Market to the OTC Pink Limited Market, which enhances trading availability and supports its goal of returning to a national securities exchange like Nasdaq [1][4]. Group 1: Company Developments - The company emphasizes the importance of remaining a public entity, as it provides advantages such as transparency, liquidity, and long-term access to capital, while also allowing prior shareholders to participate in future growth [2]. - Zapata Quantum is recognized as the only publicly traded, pure-play, hardware-agnostic quantum software company, offering unique exposure to the software layer of quantum computing independent of specific hardware success [2][3]. - The company has restructured over $10 million in additional liabilities during the fourth quarter, with most converted to equity, reflecting ongoing financial adjustments [3]. Group 2: Strategic Positioning - The leadership believes that while hardware advancements are crucial, lasting value in quantum computing will primarily be derived from software, positioning Zapata to benefit from this shift [3]. - The company is advancing its trading status by filing a Form 15c2-11 and applying to OTCQB, aiming to enhance transparency, liquidity, and investor access, while adhering to governance structures aligned with national securities exchange standards [4]. - Zapata Quantum has a portfolio of over 60 patents and has collaborated with Fortune 500 companies and government agencies, indicating its strong position in the quantum computing landscape [5].

Federal program supports development of fault-tolerant quantum computing in CanadaTORONTO, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Xanadu Quantum Technologies Inc. (“Xanadu”), a leading photonic quantum computing company, today announced that it has been selected to participate in the Canadian Quantum Champions Program (CQCP), a new, first-of-its-kind federal initiative designed to accelerate the development of fault-tolerant quantum computing capabilities in Canada and anchor the country’s quantum leadership for ...

Company highlights the role of software in the next phase of quantum computing and strategic advantages of public markets accessBOSTON, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Zapata Quantum, Inc. (formerly Zapata Computing Holdings, Inc.) (OTC: ZPTA) (“Zapata”, “Zapata Quantum” or the “Company”), a pioneer in quantum computing application and algorithm development, today announced that it has filed its required historical Form 10-K and 10-Qs with the Securities and Exchange Commission (the “SEC”) and is now curr ...