Huge congrats to Michel Devoret for the 2025 Nobel Prize in Physics, and to Hartmut Neven & all our colleagues at the Google Quantum AI team, proud to be collaborating with them. This is the third Nobel associated with work done at Alphabet / Google in 2 years - not bad! 🚀🔥The Nobel Prize (@NobelPrize):BREAKING NEWSThe Royal Swedish Academy of Sciences has decided to award the 2025 #NobelPrize in Physics to John Clarke, Michel H. Devoret and John M. Martinis “for the discovery of macroscopic quantum mechani ...

Group 1 - D-Wave Quantum Inc. (NYSE:QBTS) is recognized as one of the best quantum computing stocks to buy and hold for five years [1] - D-Wave Quantum and North Wales Police completed a joint proof-of-technology project that utilized hybrid-quantum technology to optimize police vehicle placement for emergency response, resulting in a ~50% reduction in average incident response time [1] - In Q2 2025, D-Wave Quantum demonstrated strong performance metrics, including the launch of a sixth-generation quantum computer and closing the quarter with a record $819 million in cash [2] Group 2 - The company signed a memorandum of understanding for the acquisition of an on-premises system in South Korea and completed the physical assembly of the announced system at Davidson Technologies [2] - D-Wave Quantum introduced a collection of developer tools aimed at advancing quantum AI and machine learning innovation [2]

Key Takeaways D-Wave Quantum formalized a cryogenic packaging initiative with NASA JPL to scale its processors.The company raised $400M via an equity offering, boosting cash reserves and financial flexibility.D-Wave reported an 83% jump in APAC bookings, highlighted by its first Qubits Japan 2025 conference.D-Wave Quantum’s (QBTS) profits are being driven by its new technology and growing customer adoption. In July 2025, the company formalized a strategic development initiative for advanced cryogenic packag ...

Key Takeaways D-Wave's Advantage2 achieves quantum supremacy, boosting annealing system performance and scalability.QBTS pushes quantum AI with PyTorch toolkit. Clients explore hybrid AI applications.$819M cash fuels R&D, on-premise deployments, and roadmap toward 100K-qubit systems.D-Wave Quantum (QBTS) is steadily advancing its technology and expanding its applications. In the second quarter of 2025, the company released its Advantage2 system, its latest version of an annealing quantum computer. Advantage ...

D-Wave Quantum Inc. (QBTS) shares soared 11.9% in the last trading session to close at $26.88. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 62.2% gain over the past four weeks.D-Wave Quantum is benefiting from strong demand for its Advantage2 quantum systems, expanding quantum AI applications, and strategic partnerships.This company is expected to post quarterly loss of $0.07 per share in its upcoming report, which represents ...

Core Insights - D-Wave Quantum shares surged 19% to a record high following the Qubits Japan 2025 quantum computing user conference, showcasing its technology to the Asia Pacific region [1][2][7] - The company experienced an 83% increase in bookings, driven by the growing development of quantum AI applications [1] - D-Wave's stock has risen approximately 170% since the beginning of 2025 and over 2,000% in the past year, fueled by optimism regarding the potential applications of quantum computing [2] Trading Performance - D-Wave shares reached $22.75, reflecting a 1% increase in early trading after a 19% gain the previous day [2] - The stock broke out from a multi-month trading range, indicating a bullish continuation of its long-term uptrend [4][7] - The highest trading volume since late May suggests significant participation from larger investors [4] Technical Analysis - The relative strength index (RSI) has crossed into overbought territory but remains below previous peaks, indicating potential for further price increases [5] - Bars pattern analysis projects a target price of around $41.30, suggesting an 83% upside from the recent closing price [6][7] - Critical support levels to monitor include $20, $14, and $11, which may be relevant during potential price retracements [7]

Core Insights - ORCA Computing has announced a blueprint for integrating photonic quantum AI into real-world data centers [1] - The collaboration with NVIDIA aims to deploy scalable hybrid quantum–classical systems for AI and machine learning workloads [1] Company Developments - ORCA Computing is recognized as a leading quantum computing company [1] - The integration involves ORCA's photonic quantum processors with NVIDIA's accelerated computing and CUDA-Q software platform [1] Industry Implications - The initiative highlights the potential for immediate deployment of advanced computing systems in data centers [1] - This development underscores the growing intersection of quantum computing and AI technologies [1]

Summary of IonQ 2025 Analyst Day Company Overview - **Company**: IonQ (NYSE: IONQ) - **Industry**: Quantum Computing and Networking Key Points and Arguments 1. **Market Leadership**: IonQ claims to have led the quantum computing market for nearly thirty years and aims to continue this leadership for the next thirty years [2][4][8] 2. **Technological Advancements**: The company has demonstrated Quantum Advantage twice in 2025 with partners like NVIDIA and AstraZeneca, showcasing significant progress in quantum computing capabilities [4][25] 3. **Regulatory Approval**: IonQ has received regulatory approval for its merger with Oxbryonics, which is expected to enhance its technological roadmap and market position [5][9] 4. **Patent Portfolio Growth**: IonQ's patent portfolio has grown from approximately 35 patents at IPO to 1060 patents, indicating strong innovation and intellectual property development [6] 5. **Error Correction and Fidelity**: IonQ emphasizes its superior hardware that minimizes the need for error correction, achieving high fidelity records in quantum computing [7][15] 6. **Computational Space**: The AQ64 system prototype is reported to be 36 times larger in computational space than any system IBM has publicly unveiled, highlighting IonQ's technological edge [8][16] 7. **Cost Efficiency**: IonQ claims its cost of goods sold for a fully fault-tolerant system is under $30 million, significantly lower than competitors, which are described as orders of magnitude more expensive [15][67] 8. **Future Roadmap**: IonQ plans to deliver 2 million physical qubits by the end of the decade, which is five years ahead of competitors [46][47] 9. **Quantum Networking**: The company is also focusing on quantum networking, which is seen as essential for cybersecurity in the face of evolving threats from quantum computing [30][88] Additional Important Content 1. **Sovereignty in Computing**: IonQ highlights the growing demand for sovereign systems in quantum computing, which aligns with geopolitical trends favoring national control over technology [14] 2. **Quantum AI and Machine Learning**: The potential for quantum machine learning and AI is emphasized, with expectations of significant cost advantages over classical systems [28][29] 3. **Strategic Talent Acquisition**: IonQ has recruited top talent from various sectors to drive technical and commercial advancements, enhancing its competitive position [20] 4. **Benchmarking and Performance Metrics**: IonQ is anchoring its roadmap against benchmarks like algorithmic qubits, which measure the number of useful qubits in a system [42] 5. **Quantum Security Solutions**: The acquisition of ID Quantique is aimed at enhancing quantum security solutions, addressing the urgent need for robust cybersecurity in a quantum future [87][88] Conclusion IonQ is positioned as a leader in the quantum computing and networking industry, with a strong focus on technological advancements, cost efficiency, and strategic partnerships. The company is preparing for significant growth and market expansion in the coming years, driven by its innovative technologies and a robust roadmap.

Group 1: Company Developments - D-Wave Quantum launched its Advantage2 quantum computer in Q2 2025, featuring significant performance improvements such as double the qubit coherence time, a 40% increase in energy scale, and expanded connectivity from 15-way to 20-way [1] - The Advantage2 processor is designed for complex problems in optimization, material simulation, and artificial intelligence, and is integrated with a quantum AI toolkit that supports hybrid quantum-classical workflows [1] - D-Wave is investing in scalable quantum architecture and advanced cryogenic packaging, collaborating with NASA's Jet Propulsion Laboratory to demonstrate superconducting interconnects between chips [2] Group 2: Market Adoption - D-Wave's technology is being utilized by various customers, including E.ON, GE Vernova, Nikon, NTT Data, Sharp, the University of Oxford, and North Wales Police, to address real-world optimization challenges [3] - The Leap Quantum LaunchPad program has received over 1,300 applications, indicating strong adoption and the growth of D-Wave's ecosystem [3] Group 3: Competitive Landscape - IBM is advancing its quantum leadership with plans for the world's first large-scale, fault-tolerant quantum computer and partnerships to integrate quantum processors with classical supercomputing architectures [4] - Honeywell's subsidiary, Quantinuum, raised $600 million, increasing its valuation to $10 billion, and is progressing towards the launch of its next-generation quantum computing system, "Helios" [5] Group 4: Financial Insights - D-Wave's shares have decreased by 7% over the past 30 days [8] - Analysts project a 37.5% near-term price upside for D-Wave Quantum, with an average price target indicating an increase from the last closing price of $15.42 [10][11]

Group 1 - Rigetti Computing (RGTI) has signed a memorandum of understanding (MOU) with India's Centre for Development of Advanced Computing (C-DAC) to co-develop hybrid quantum computing systems, integrating Rigetti's superconducting quantum processors with classical computing resources [1][6] - The partnership will extend beyond hardware to include joint research in cryogenic electronics, processor fabrication, and quantum education programs, which may diversify Rigetti's revenue opportunities and broaden its talent pipeline [2][6] - Rigetti's collaboration with C-DAC aligns with India's ChipIN semiconductor program and reflects the company's strategy to leverage government partnerships to expand access to quantum technologies [1][2] Group 2 - Rigetti's shares have gained 1.7% year-to-date, while the industry has grown by 19.4% [5] - The company trades at a price-to-book ratio of 9.08, which is above the industry average, and carries a Value Score of F [8] - The Zacks Consensus Estimate for Rigetti's 2025 earnings indicates a significant 86.1% rise from the previous year [10]