机器之心报道 机器之心编辑部 最新消息，清华物理系传奇特奖得主 Yao Shunyu（姚顺宇）离开 Anthropic，加入 Google DeepMind。 根据姚顺宇在博客上发表的文章得知，他于 9 月 19 日从 Anthropic 正式离职，9 月 29 日加入 Google DeepMind。 是的，不是姚顺雨，而是姚顺宇，前者是学计算机出身，也是著名的 《AI 下半场》 作者，而后者是学物理出身，且在本科期间就名声大噪。 资料显示，姚顺宇于 2015 年进入清华大学物理系，大二开始选修研究生理论课程，在周期驱动系统拓扑场论领域，提出非厄米系统中拓扑能带理论的新方法，并 准确预测相关现象，相关研究成果发表在世界物理顶级期刊 Phys. Rev. Lett. 上。 其在物理学研究上的卓越成就让一位 211 大学副教授也不禁感叹：「我们这边即使是教授，也没有能超过姚顺宇同学目前本科期间的物理水平的。」 图源：知乎 @ 林晨 2019 年，姚顺宇清华大学本科毕业后远赴斯坦福攻读博士，毕业后先是到加州伯克利大学做了一段时间的博士后，之后于 2024 年 10 月 1 日加入 Anthropic 的 Clau ...

Core Insights - Nvidia currently leads the AI boom, but Alphabet is positioned to excel in the emerging quantum computing applications [1][2] Group 1: Alphabet's Strengths - Alphabet possesses unmatched depth in research, hardware, and software, creating a powerful ecosystem for both current AI and future quantum applications [2][3] - DeepMind serves as Alphabet's intellectual engine, driving breakthroughs in reinforcement learning and optimization that enhance Google’s products [4] - Alphabet's Tensor Processing Units (TPUs) provide a structural edge in deep learning, integrated into Google Cloud, attracting high-profile clients [5][6] Group 2: Quantum Computing Initiatives - Cirq, Alphabet's open-source quantum programming framework, allows developers to experiment with quantum applications, integrating them into Alphabet's ecosystem [7][8] - Early adopters of Cirq will be positioned advantageously as quantum AI matures, transforming speculative AI into mainstream infrastructure [8] Group 3: Financial Implications - Google Cloud is projected to exceed an annual revenue of $100 billion as enterprises seek alternatives to Nvidia, driven by Alphabet's scalable TPUs [9] - The combined potential of DeepMind and TPUs is valued at nearly $900 billion, with Cirq enhancing Alphabet's first-mover advantage in quantum AI [10] - Over the next decade, Alphabet could redefine its market perception, transitioning from an ad-tech company to a leader in AI infrastructure, potentially adding trillions in market capitalization [11]

Core Insights - Rigetti Computing Inc's proprietary chiplet architecture provides a competitive advantage in the quantum computing space, particularly in error correction, as highlighted by CEO Subodh Kulkarni [1][5][6] Company Developments - Rigetti plans to launch a 100+ qubit system by the end of 2025, building on the success of its chiplet-based approach, which has already been validated [2][6] - The Cepheus-1-36Q system, Rigetti's latest multi-chip quantum computer, integrates four 9-qubit chiplets and has achieved a 99.5% median 2-qubit gate fidelity, significantly improving upon the error rate of its previous single-chip system [3][4] Technological Innovations - Rigetti emphasizes critical intellectual property for scaling, including 3D signaling, inter-module connectivity technology, and a novel chip fabrication process aimed at enhancing qubit frequency tuning [4][6] - The company's open, modular architecture facilitates partnerships with other technology providers, such as Riverlane for error correction and NVIDIA for CUDA-q, enhancing its operational flexibility and speed [5][6] Market Positioning - Rigetti's combination of high-fidelity multi-chip systems and strategic partnerships positions it favorably against competitors like IBM and Google, who are also pursuing advancements in error-corrected qubits [6]

Market Overview - The S&P 500 is experiencing a rally, rising for the eighth consecutive session, with utilities and tech sectors leading the gains [1][2] - Major averages are showing mixed results, with the Dow slightly down while the S&P 500 and NASDAQ are up marginally [3][4] - Gold prices have surpassed $4,000 an ounce, indicating a continued rally in precious metals [4][5] Technology Sector - AMD's partnership with OpenAI is driving significant enthusiasm, with AMD shares up 30% over the past couple of days [6][28] - Dell has updated its forecast positively, contributing to the overall tech stock momentum [2][38] - Nvidia is rebounding after initial losses, attributed to AMD's deal with OpenAI [5][6] Investment Insights - Analysts are expressing caution regarding the current market conditions, suggesting that the market may be overextended and could be vulnerable to pullbacks [8][9][10] - There is a notable increase in single stock call option buying, indicating speculative behavior in the market [9][10] - The market is showing signs of greed, with some analysts recommending an exit strategy to protect gains [16][17] AI and Quantum Computing - The AI sector is witnessing a wave of partnerships, with OpenAI signing deals worth $1 trillion this year, indicating strong demand for advanced chips [37][38] - Quantum computing stocks are gaining traction, with significant interest from investors as they seek exposure to this emerging technology [76][78] - Companies like IonQ and Regetti are highlighted as strong players in the quantum space, with potential for substantial growth [90][92] Consumer Sector - Constellation Brands is facing challenges, with a decline in volumes and pressures from the Hispanic consumer base, which constitutes a significant portion of its market [100][102] - The company is attempting to focus on its core brands while navigating a challenging macroeconomic environment [101][106] - Analysts are cautious about the alcohol category's growth prospects, suggesting a shift towards non-alcoholic beverages may be more favorable [107][110]

Core Viewpoint - Rigetti Computing's stock experienced significant volatility, initially rising over 10% before stabilizing at a modest increase of about 0.5% [1] Group 1: Company Overview - Rigetti Computing is described as a pioneer in full-stack quantum computing, offering on-premises quantum computing systems with qubit counts ranging from 24 to 84, and is gaining traction in the market [3] - The company has reported substantial capital inflows and an expanding ecosystem, receiving validation from established technology leaders [4] Group 2: Recent Developments - Rigetti announced $5.7 million in sales for two 9-qubit Novera quantum computing systems, which represents approximately 72% of the total sales made in the previous year, achieved in just one day [4] - Analyst David Williams has raised his price target for Rigetti stock to $50 per share, reflecting confidence in the company's future prospects [5][7] Group 3: Financial Performance and Market Position - Despite the recent sales success, Rigetti's revenue remains small, and the company has not yet turned a profit, with analysts not predicting profitability in the near future [8] - The stock is currently priced at over 1,100 times its sales, indicating a high valuation relative to its revenue [8] Group 4: Investment Considerations - The CEO of Rigetti, Dr. Subodh Kulkarni, noted an increase in demand for on-premises quantum computing systems as the industry matures, but investors should be cautious as the company is still seen as a speculative investment [6][8] - Rigetti Computing was not included in a list of top stock recommendations by The Motley Fool Stock Advisor, which suggests that there may be better investment opportunities available [9]

We recently published 10 Stocks Investors Are Dumping. Quantum Computing Inc. (NASDAQ:QUBT) is one of the worst performers on Monday. Quantum Computing snapped a three-day winning streak on Monday, losing 10 percent to close at $22.16 apiece, as investors unloaded portfolios following a $750 million share sale that could dilute existing shareholdings. In a statement, Quantum Computing Inc. (NASDAQ:QUBT) said it entered into a securities purchase agreement with institutional investors for the sale of more ...

International Business Machines Corporation (NYSE:IBM) shares are trading higher premarket on Tuesday following the announcement of a strategic partnership with Anthropic to advance enterprise-grade AI, integrating Anthropic's Claude LLMs into IBM's software suite.The collaboration aims to boost productivity while embedding security, governance, and cost management throughout the software development lifecycle.Also Read: Zyphra Taps IBM, AMD To Build Next-Gen AI SuperagentUnder the partnership, Claude will ...

Group 1: Market Overview - The ongoing government shutdown is causing air travel delays due to air traffic controllers not being paid, despite being classified as essential workers [2][3] - Wall Street is expected to take a breather after a record-breaking day, with investors looking for clues on the interest rate path [7][8] - The recent multi-billion dollar deal between OpenAI and AMD has significantly impacted market movements, with AI companies accounting for 80% of gains in US stocks so far in 2025 [26][28] Group 2: Tesla - Tesla is anticipated to launch a new, more affordable version of its Model Y SUV to counter falling sales and market share amid increasing competition [4][5] - The company faces challenges as prices rose by $75,000 after the end of EV tax credits, and CEO Elon Musk is pivoting towards AI while still needing to focus on affordable vehicles [6] Group 3: AMD and AI - AMD shares rose over 20% following the OpenAI deal, which provides visibility and validates AMD's AI ambitions, particularly in the GPU server business [14][15] - The deal is expected to enhance AMD's market position, especially as it works on building a software ecosystem to compete with Nvidia [16][18] - Nvidia continues to dominate the AI compute market, holding 85-90% market share, and is projected to generate over $200 billion in free cash flow annually by 2027 [21][22] Group 4: Healthcare Sector - The healthcare sector is showing signs of recovery after a rocky year, with recent performance indicating potential for a comeback [30][34] - Healthcare has seen significant net ETF outflows compared to tech, but low ownership levels may lead to a catch-up trade if prices continue to rise [31][35] - The sector's low beta indicates lower volatility, making it an attractive option for diversification away from the crowded AI trade [33][36] Group 5: Gold Market - Goldman Sachs has raised its 2026 year-end target for gold to $4,900, citing durable demand from central banks and investors [55] - Gold prices have surged nearly 50% this year, while the US dollar index has decreased by nearly 10%, indicating a shift in investor sentiment towards gold as a safer asset [55][56]

Core Insights - Quantum Computing Inc. (QUBT) reported second-quarter 2025 revenues of $61,000, a significant decline from $183,000 in the same quarter last year, indicating that current sales are not yet substantial relative to the company's operational scale and long-term market potential [1][9] - The net loss for QUBT widened to $36 million from $5 million a year ago, primarily due to a $28 million non-cash loss related to warrant derivative liability from its 2022 merger with QPhoton [2][9] - Operating expenses increased to $10.2 million from $5.3 million year-over-year, driven by higher employee-related costs and increased R&D expenses, highlighting ongoing financial strain despite advancements in product and technology development [3] - Gross margin improved to 43% from 32% in the prior year, although management cautioned that margins remain volatile at the current revenue scale [3][9] Peer Update - Rigetti Computing, Inc. (RGTI) experienced a 41.6% revenue decline in Q2 2025, with revenues totaling $1.8 million, down from $3.1 million a year ago, attributed to the expiration and delayed reauthorization of the U.S. National Quantum Initiative affecting government contracts [4] - RGTI's operating expenses rose to $20.4 million from $18.1 million, mainly due to increased R&D spending, new hires, and consulting costs, resulting in a net loss of $39.7 million compared to $12.4 million the previous year [5] - Quantum Corporation (QMCO) reported first-quarter fiscal 2026 revenues of $64.3 million, down from $72.3 million, reflecting an 11.1% year-over-year decline due to a shift in product mix and softer sales execution [6] Market Performance - Year-to-date, QUBT's shares have gained 35%, outperforming the industry growth of 17.1% and the S&P 500 composite growth of 15% during the same period [8] - QUBT currently trades at a forward 12-month Price-to-Sales (P/S) ratio of 3275.20X, significantly higher than the industry average of 5.53X, indicating an expensive valuation [10]

CHONGQING, CHINA - MAY 11: In this photo illustration, the logo of Quantum Computing Inc. (QCi) is displayed on a smartphone screen, with the company's branding visible in the background, on May 11, 2025, in Chongqing, China. Quantum Computing Inc. is an American technology company specializing in quantum-ready software and advanced quantum computing solutions for real-world business applications. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesQuantum Computing Inc. (NASDAQ: QUBT), which develops ...