Core Viewpoint - The upcoming "breakthrough" technology agreement between the UK and the US focuses on collaboration in artificial intelligence and quantum computing, with significant investments expected from major US tech companies like Nvidia and OpenAI [1][2][3] Group 1: Agreement Details - The agreement aims to deepen cooperation in key technology areas, including AI, semiconductors, telecommunications, and quantum computing, marking an important upgrade in existing collaborations [3] - The UK government emphasizes the natural partnership between the UK and the US, both of which have trillion-dollar tech industries [3] - During President Trump's state visit, a strong delegation of US business executives will accompany him, highlighting the focus on commercial and tech investments [3] Group 2: Investment Commitments - Nvidia's CEO Jensen Huang and OpenAI's CEO Sam Altman are expected to announce support for multi-billion dollar investments in the UK data center sector during the visit [2][3] - Asset management giant BlackRock plans to invest up to £500 million (approximately $678 million) in the UK data center market [3] - These investment commitments are anticipated to significantly boost the UK's digital infrastructure and send positive signals to investors [3] Group 3: Blockchain Advocacy - A coalition of industry associations is urging the UK government to include blockchain technology in the agreement, warning that excluding digital assets could hinder the UK's ability to shape future financial standards [2][4][5] - The coalition includes organizations like the UK Cryptoasset Business Council and UK Finance, which have expressed concerns about the UK's lag in crypto asset regulation compared to the EU, US, and parts of Asia and the Middle East [5][6] - The lobbying efforts highlight the strategic importance of stablecoins and asset tokenization for both economies [5] Group 4: Regulatory Landscape - The UK's Financial Conduct Authority (FCA) is consulting on a regulatory framework for crypto assets, aiming to accept license applications next year [6] - The lobbying groups warn of a fragmented regulatory environment that could reduce opportunities for UK companies in the transatlantic market and increase competitive pressures [6] - The UK government has indicated plans to collaborate with US officials on regulatory frameworks for the crypto industry [6]

Core Viewpoint - The recent surge in quantum computing stocks indicates a growing optimism about the commercialization prospects of quantum technology, with significant price increases observed in companies like IonQ Inc and Rigetti Computing [1] Group 1: Stock Performance - IonQ Inc (IONQ.US) saw an increase of over 18% - Rigetti Computing (RGTI.US) rose nearly 18% - Quantum Computing (QUBT.US) gained over 6% - Arqit Quantum (ARQQ.US) and Quantum (QMCO.US) both increased by over 4% [1] Group 2: Industry Insights - The chief scientist of PsiQuantum, Peter Shadbolt, stated that sufficiently large quantum computers will be able to solve commercially valuable problems that cannot be addressed without quantum machines [1] - Quantum machines are expected to play a crucial role in scientific breakthroughs such as new materials development and drug discovery, addressing issues that traditional computers cannot handle [1]

格隆汇9月12日｜IONQ涨超12%，RGTI涨近8%，QUBT涨超6%，ARQQ、QBTS、昆腾涨超4%。 ...

Group 1 - The core point of the article is that Guodun Quantum (SH 688027) held its 16th meeting of the fourth board of directors on September 12, 2025, to review proposals related to daily related party transactions [1] - For the year 2024, Guodun Quantum's revenue composition is as follows: Quantum Communication accounts for 57.79%, Quantum Computing accounts for 22.33%, Quantum Precision Measurement accounts for 15.32%, and Other Businesses account for 4.56% [1] - As of the report, Guodun Quantum has a market capitalization of 29.8 billion yuan [1]

人民财讯9月11日电，美股三大指数小幅高开，纳指涨0.42%，标普500指数涨0.34%，道指涨0.19%。量 子计算概念股昆腾跌超13%，其一季度营收不及预期。Wolfspeed涨超13%，公司宣布200mm碳化硅材料 产品组合开启大规模商用。阿里巴巴涨约3%，公司发行31.7亿美元2032年到期可转换票据。 来源：证券时报e公司 ...

Core Insights - PsiQuantum has completed a $1 billion Series E funding round, with a post-money valuation of $7 billion, aimed at building the world's first commercially viable fault-tolerant quantum computer [2][3] - Nvidia's venture capital arm has invested in PsiQuantum, marking its second investment in the quantum computing sector within a short timeframe [1][5] - The company plans to use the new funds to develop large-scale prototype systems and enhance the performance of its quantum photonic chips and fault-tolerant architecture [2][3] Company Overview - PsiQuantum was founded in 2016 by Jeremy O'Brien and three other scholars, focusing on creating a quantum computer with 1 million qubits capable of fault-tolerant operations [2][3] - The company differentiates itself by using massless photons as qubits, referred to as "flying qubits," which offer unique advantages over traditional qubit materials [3] Investment and Strategic Partnerships - Major investors in the recent funding round include BlackRock, Temasek, and Baillie Gifford, along with new entrants like Macquarie Capital and Qatar Investment Authority [2] - Nvidia has established a strategic partnership with PsiQuantum to collaborate on quantum algorithms, software, and the integration of quantum hardware with AI chips [5] Industry Context - Quantum computing is anticipated to revolutionize various industries, including pharmaceuticals, finance, and communications, by fundamentally altering their underlying logic [3] - The quantum computing sector is experiencing a surge in investment, with other companies like IQM and Infleqtion also securing significant funding recently [6]

Group 1: Core Insights - PsiQuantum has raised $1 billion in a single funding round, setting a record in the quantum computing sector, with a valuation of $7 billion [1] - The funding round was led by BlackRock, Temasek, and Baillie Gifford, with participation from Nvidia's venture arm [1] - The funds will be used to build a quantum computer with 1 million qubits by 2028, significantly surpassing current devices with hundreds of qubits [1][6] Group 2: Competitive Landscape - PsiQuantum's timeline may give it a competitive edge over Google and IBM in the quantum computing race [2] - Other competitors in the field, such as Quantinuum and IQM, have also announced significant funding rounds, with Quantinuum raising $600 million and a valuation of $10 billion, and IQM raising $300 million [3] - The total market capitalization of U.S. publicly listed quantum system companies has surged from under $5 billion to $22 billion since last November [3] Group 3: Technological Differentiation - PsiQuantum utilizes a unique technology path based on photonic qubits, which allows for easier production in existing chip manufacturing facilities [7] - This technology does not require operation at extremely low temperatures, reducing the need for costly cryogenic equipment compared to solutions from Google and IBM [7] - Despite these advantages, PsiQuantum has not yet demonstrated its ability to handle error correction, a critical technical hurdle in the field [7] Group 4: Future Plans and Developments - PsiQuantum plans to begin construction of its first full-scale quantum computing facility in Australia later this year, having secured a commitment of AUD 940 million from the Australian government [7] - The company has also reached an agreement to build a full-scale quantum system in Chicago [7]

Core Viewpoint - Huang Renxun's shift from skepticism to support for quantum computing marks a significant turning point in the tech industry, as NVIDIA enters the quantum computing space with substantial investments and strategic initiatives [4][5][8]. Investment and Company Developments - NVIDIA's venture capital arm has invested in Quantinuum, a quantum computing company valued at $10 billion, marking its first foray into the quantum computing sector [5][7]. - Quantinuum's valuation doubled from $5 billion in January 2024 to $10 billion within 18 months, indicating strong investor confidence and growth potential in the quantum computing market [7]. - The recent $6 billion funding round for Quantinuum included investments from NVIDIA and other major players, aimed at accelerating the development of their new quantum computing system, Helios, expected to launch in late 2025 [8][13]. Technological Integration and Future Prospects - Huang Renxun envisions a future where quantum processing units (QPU) and graphics processing units (GPU) work in tandem, enhancing computational capabilities beyond traditional methods [11][12]. - The CUDA-Q platform, introduced by NVIDIA, aims to integrate quantum and classical computing, allowing developers to utilize GPU, CPU, and QPU resources simultaneously [12][13]. - Huang predicts exponential growth in quantum computing capabilities, with qubit numbers potentially increasing tenfold every five years, which could revolutionize complex problem-solving across various fields [11][12]. Industry Trends and Competitive Landscape - The global focus on quantum computing is intensifying, with significant investments from various tech giants and governments, indicating a race to dominate the next wave of technological advancement [15][16]. - Other notable investments in the quantum computing sector include PsiQuantum's $620 million funding round and IQM's $320 million financing, highlighting the growing interest and competition in this field [15][16]. - The U.S. quantum computing market has surpassed 200 companies, reflecting a burgeoning ecosystem and increasing investor enthusiasm [17]. Implications for AI and Computing - Quantum computing is expected to dramatically reduce the time required for AI model training, potentially compressing months of work into mere minutes, thus accelerating advancements in AI technology [18]. - The integration of quantum computing with AI could lead to unprecedented growth in computational power, driving a "flywheel effect" and triggering a new era of technological evolution [18].

本轮融资由现有投资者贝莱德、淡马锡控股、Baillie Gifford领投，英伟达旗下风险投资部门、卡塔尔投 资局等新晋机构跟投。融资完成后，PsiQuantum估值升至70亿美元。 值得注意的是，就在上周四，英伟达还投资了另一家量子计算公司Quantinuum。英伟达首席执行官黄仁 勋今年调整了他对量子计算的预期。他在6月份表示，量子计算技术正在迎来拐点，成为一种实用的计 算方式的时间比预想的更早。 PsiQuantum还披露与英伟达达成战略合作，重点将量子硬件与AI芯片做整合，并联合开发可跑在GPU上 的量子算法。 近期以来，全球量子赛道融资不断升温：芬兰量子计算初创公司IQM完成3.2亿美元的新一轮融资，跻 身独角兽；美国Infleqtion借SPAC上市，估值18亿美元。 "我认为这是投资界的一种表态，资本正在插旗，宣布量子计算的游戏正式开始了，"PsiQuantum联合创 始人兼首席执行官Jeremy O'Brien表示。 量子计算独角兽PsiQuantum完成10亿美元融资，估值升至70亿美元，计划2027年底交付首台 百万量子比特商业级量子计算机。 当地时间周三，量子计算独角兽PsiQuantu ...

PsiQuantum还披露与英伟达达成战略合作，重点将量子硬件与AI芯片做整合，并联合开发可跑在GPU上的量子算法。 近期以来，全球量子赛道融资不断升温：芬兰量子计算初创公司IQM完成3.2亿美元的新一轮融资，跻身独角兽；美国Infleqtion借SPAC上 市，估值18亿美元。 "我认为这是投资界的一种表态，资本正在插旗，宣布量子计算的游戏正式开始了，"PsiQuantum联合创始人兼首席执行官Jeremy O'Brien 表示。 量子计算被寄望彻底改写制药、金融、通信、加密等行业的底层逻辑。与不少竞争对手采取"从小到大、逐步扩展"的路径不同， PsiQuantum 选择了更为激进的战略：直接打造一台拥有100万个量子比特、可实现容错运算的量子计算机。所谓容错，即系统可自动纠正 计算过程中不可避免的微观误差，持续输出可信结果。 以下文章来源于科创板日报 ，作者牛占林 科创板日报 . 科创圈都在关注的新型主流媒体，上海报业集团主管主办，界面财联社出品。 当地时间周三， 量子计算独角兽PsiQuantum宣布完成10亿美元的新一轮融资，并给出迄今最激进的量产时间表：2027年底前交付首台百 万量子比特的商业级量 ...