Key Takeaways QBTS outperformed IBM with a 1312.3% stock gain in a year, fueled by enterprise traction and tech rollouts. D-Wave's Advantage2 system with 4,400 qubits and hybrid solvers is now available via cloud and on-prem. QBTS ran a materials simulation in minutes that would take classical systems over a million years.In 2025, D-Wave Quantum (QBTS) and International Business Machines Corporation (IBM) have emerged as prominent players in quantum computing, a niche that is currently getting commerciali ...

Financial Data and Key Metrics Changes - Revenue more than doubled to $130 billion, with operating income and EPS growing by 147% [39][53] - Blackwell's rollout debuted with $11 billion in sales in the fourth quarter and more than doubled in the first quarter of the following year [38][39] Business Line Data and Key Metrics Changes - Nearly 100 NVIDIA AI-powered factories are currently being built, which is double the number from the previous year, with the average number of GPUs per factory also doubling [38] - The transition from Hopper to Blackwell represents a significant advancement in AI infrastructure, with Blackwell designed for real-time inference applications [37][39] Market Data and Key Metrics Changes - Demand for AI compute is surging due to innovative applications like ChatGPT and the proliferation of generative AI applications [58] - AI factories require tens of gigawatts of infrastructure to be built in the coming years, positioning NVIDIA uniquely to capture this opportunity [59] Company Strategy and Development Direction - NVIDIA is transitioning from a chip company to an AI infrastructure and computing platform company, focusing on building a full-stack data center scale platform [35][36] - The company is investing heavily in AI and robotics, with a multi-trillion dollar growth opportunity identified in these sectors [58][60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining leadership positions despite competition, citing a large and growing footprint of data center infrastructure and a strong ecosystem of partners [55][56] - The company views AI as the future of computing, with every industry expected to be affected, including gaming [61] Other Important Information - NVIDIA has returned capital to shareholders through share repurchases and dividends, utilizing $33.7 billion for share repurchases and paying $834 million in dividends in fiscal 2025 [67] - The company completed a 10-for-1 stock split in fiscal 2025 and regularly reviews its capital return program [67] Q&A Session Summary Question: How can NVIDIA improve sales given competition? - Management highlighted a multi-trillion dollar growth opportunity with AI and robotics, emphasizing their leadership in the market and continuous innovation [55][56] Question: Where do you see growth and profit opportunities for NVIDIA? - Growth opportunities are identified in AI compute and robotics, with significant demand for AI infrastructure and autonomous vehicles [58][60] Question: What is NVIDIA's plan if there's a sudden loss of interest in artificial intelligence? - Management reiterated that AI is the future of computing and investments in AI will enhance features across products, including gaming [61][62] Question: What is NVIDIA's strategy for parallel quantum computing? - The company is advancing quantum computing through its CUDA Q platform, which integrates GPUs and quantum processing units [64][66] Question: Will NVIDIA increase its dividend or consider another stock split? - NVIDIA has returned capital through share repurchases and dividends, and the board regularly reviews the capital return program [67]

B. Riley Securities 25th Annual Investor Conference May 21, 2025 Craig-Hallum 22nd Annual Institutional Investor Conference May 28, 2025 TD Cowen 53rd Annual Technology, Media & Telecom Conference May 29, 2025 Q2 Investor Presentation SkyWater Technology Forward-Looking Statements Forward-looking statements are subject to risks, uncertainties and assumptions, which may cause the Company's actual results, performance or achievements to be materially different from those expressed or implied by such forward-l ...

Looking for long-term income from your investments? This familiar name should provide wealth-building payouts for decades to come The most important quality of a dividend investment is longevity. Nobody cares about a high yield if the company won't be around in a decade or two. But when a generous dividend payer is set up for long-term success, even a modest payout can result in game-changing returns in the long run. On that note, I'm about to point out a stock that should still be around, relevant, and pro ...

Key Takeaways IONQ is leading in quantum networking with full-stack integration from hardware to communication protocols. Buyouts like Lightsynq and Capella boost IONQ's reach in long-distance and space-based quantum networking. IONQ stock is up 61% in 3 months, with 2025 revenue growth estimated at 97.3% and narrower projected losses.IonQ, Inc. (IONQ) has long positioned itself as more than a quantum computing company—it is building a full-stack quantum ecosystem. From the outset, the firm architected it ...

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Most investors are now aware of the remarkable rallies that have been locked inside the technology sector of the United States. However, those extraordinary overnight gains have mainly been confined to the artificial intelligence level, with a few exceptions in the semiconductor and chipmaking industries. In today’s market, investors need to start figuring out where the next wave of innovation and excitement might come from. There are arguably three areas of innovation in the global economy, and artificial ...

Core Insights - ZenaTech, Inc. has signed an offer to acquire a Virginia-based land survey and civil engineering firm, marking its first entry into Virginia, North Carolina, and South Carolina, which will accelerate its expansion in the Southeast region of the US [1][2] Company Overview - ZenaTech specializes in AI drones, Drone as a Service (DaaS), enterprise SaaS, and Quantum Computing solutions, focusing on mission-critical business applications [4] - The company has been growing its drone design and manufacturing capabilities through its subsidiary, ZenaDrone, since 2017, and operates through seven global offices [4] Acquisition Details - The target company has expertise in serving major US federal government agencies and regional infrastructure programs, holding active contracts with federal and state agencies [2] - This acquisition aligns with ZenaTech's DaaS business model expansion objectives, enhancing its geographic reach and access to a high-value pipeline of projects [2][3] DaaS Business Model - ZenaTech's DaaS model provides reduced costs and convenience for business and government customers, allowing them to utilize drones without the need for purchasing hardware or managing operations [3] - The model supports various applications, including inspections, surveying, maintenance, precision agriculture, and inventory management [3] Product Offerings - ZenaDrone develops autonomous drone solutions that incorporate machine learning, AI, predictive modeling, and Quantum Computing for various applications, including agriculture and defense [5] - Notable products include the ZenaDrone 1000 for crop management, the IQ Nano for inventory management, and the IQ Square for land surveys and inspections [5]

Shares of International Business Machines (IBM 2.96%) have soared more than 60% over the past year as the company's cloud and artificial intelligence (AI) strategies meshed with investors. IBM has not only returned to consistent revenue and free-cash-flow growth, but growth is now starting to accelerate. Revenue was up 3% adjusted for currency in 2024, and it's expected to rise at least 5% in 2025 despite an uncertain economic backdrop. IBM has booked more than $6 billion worth of generative AI-related busi ...

Core Insights - IBM has launched its first Quantum System Two outside the United States, co-located with RIKEN's supercomputer Fugaku in Japan, marking a significant milestone in quantum computing [1][4] - The IBM Quantum System Two is powered by the 156-qubit IBM Quantum Heron processor, which has demonstrated a two-qubit error rate of 3x10^-3, significantly improving performance over the previous generation [1][2] - The integration of quantum and classical computing systems aims to enhance research capabilities in advanced algorithms, particularly in fundamental chemistry problems [2][3] Company Developments - The IBM Quantum System Two was officially launched on June 24, 2025, during a ceremony attended by key figures from IBM and RIKEN, highlighting the collaboration between the two organizations [4][5] - The connection between IBM's quantum system and Fugaku allows for the development of hybrid workflows that leverage the strengths of both quantum and classical computing [3][5] Research and Innovation - The collaboration aims to discover algorithms that provide quantum advantage, enabling faster, cheaper, or more accurate solutions compared to classical methods [6] - Recent research featured in Science Advances demonstrates the potential of near-term quantum computers to model complex systems, such as the electronic structure of iron sulfides, which is crucial for various chemistry applications [6]