Quantum Computing
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Forget Rigetti Computing: This Quantum Veteran With Real Cash Flow Is the Smarter Long‑Term Bet
The Motley Fool· 2026-01-29 09:44
Core Insights - Quantum computing is emerging as a transformative technology, with significant investor interest reflected in the stock prices of companies like Rigetti Computing [1] - The year 2026 may serve as a reality check for quantum computing investments, suggesting a shift in focus from newer companies to established players like IBM [2] Company Insights - Rigetti Computing is recognized for its superconducting quantum computing technology, with its Cepheus-1-108Q system expected to be the largest modular quantum computing system available by the end of Q1 2026 [4] - Rigetti's manufacturing capabilities are highlighted, as it has established the first dedicated foundry for quantum integrated circuits, positioning itself as a leader in design and fabrication [5] - Despite its potential, Rigetti faces challenges, including ongoing financial losses, with reported revenue of only $1.9 million in the latest quarter, and competition from other companies using similar superconducting technology [6] IBM Insights - IBM is a major competitor to Rigetti, boasting over 300 clients and partners, and has developed the widely used Qiskit software for quantum computing [7][8] - IBM's Quantum Nighthawk QPU, which supports 120 qubits, has already been released, while Rigetti's system launch has been delayed [8] - IBM aims to achieve quantum advantage by 2026 and has plans for a fault-tolerant 200-qubit quantum computer by 2029, with aspirations for systems supporting up to 2,000 qubits beyond 2033 [9] - Financially, IBM is well-positioned, expecting a free cash flow of around $14 billion for the full year 2025, with a cash position of $14.9 billion at the end of Q3 2025 [10] Investment Perspective - While Rigetti Computing has long-term potential, its success is contingent on its technology matching or exceeding that of competitors [11] - IBM's diversified business model allows it to remain successful even if its quantum computing investments do not yield immediate results, showcasing its adaptability in the evolving tech landscape [11] - Overall, IBM is viewed as the more strategically positioned company in the quantum computing race compared to Rigetti [12]
离量子世界更进一步!我国科研团队新进展
中国能源报· 2026-01-29 02:19
我国科研团队成功掌握量子系统热化节奏 。 ▲ 芯片图以及RMD协议。 科研团队在一块包含7 8个量子比特的超导芯片"庄子2.0"上进行了实验,不仅发现了预热化平台和可控规律,还展示了量子芯片在模拟 复杂系统上的独特优势。就像科幻里的"MOSS"能预测复杂演化一样,现实中的量子计算机也能掌握那些经典计算机算不清的节奏。通 过这样的研究,使我们离理解和控制高度复杂的量子世界又更近了一步。 ▲ 7 8比特超导量子计算芯片"庄子2 . 0 "。 从中国科学院物理研究所获悉,该所科研团队和合作者们通过实验,掌握了量子系统的热化节奏,使人们离理解和控制高度复杂的量子 世界又更近了一步。相关成果1月28日在国际学术期刊《自然》发表。 在科幻电影《流浪地球2》中,依赖量子计算的超级智能体"MOSS"能够预测和掌控人类难以理解的复杂系统。这也正是现实量子世界 面临的难题:当量子系统被外部力量不断推动时,它的"热化"(吸收能量和丢失信息的过程)并不总是单调进行,而可能在完全混乱前 停留在一个短暂却稳定的阶段。这个反直觉的"预热化"会持续多久、何时加快或减慢,又受到哪些因素影响,早已超出经典计算机的预 测能力。 ▲ RMD驱动及" ...
RF Acquisition(RFAMU) - Prospectus(update)
2026-01-28 23:12
As filed with the Securities and Exchange Commission on January 28, 2026 Registration No. 333-290947 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 3 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 RF Acquisition Corp III (Exact name of registrant as specified in its charter) Cayman Islands 6770 N/A (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial (I.R.S. Employer Identification Number) Winston & Strawn LLP ...
Quantum's Next Winners? 3 Enablers With 10%+ Projected Growth in 2026
ZACKS· 2026-01-28 21:02
Core Insights - IonQ's acquisition of SkyWater Technology for $1.8 billion represents a strategic shift in the quantum computing industry, enabling IonQ to create a vertically integrated quantum platform valued at $35 per share [1] - This acquisition addresses a significant limitation in quantum scaling by allowing IonQ to internalize fabrication, which is expected to enhance development cycles and manufacturing flexibility [2] - IonQ's move towards vertical integration contrasts with competitors like D-Wave and Rigetti, who still rely on external manufacturing partners, indicating a divergence in strategic approaches within the quantum ecosystem [3] Quantum Enablers - Northrop Grumman, Cloudflare, and Arqit Quantum are identified as key enablers in the quantum sector, positioned to benefit from the industry's shift towards scalable manufacturing and infrastructure, with projected earnings growth exceeding 10% by 2026 [4][5] - The global quantum computing market is anticipated to grow from approximately $3.52 billion in 2025 to $20.2 billion by 2030, highlighting the increasing importance of enabling technologies [5] - McKinsey's research suggests that the three core pillars of quantum technology could generate up to $97 billion in revenues by 2035, emphasizing the potential for enablers to provide clearer revenue paths compared to standalone hardware developers [6] Northrop Grumman - Northrop Grumman is actively investing in quantum technologies, committing $12.5 million to support quantum information science at Virginia Tech, and is focused on developing internal capabilities in advanced quantum computing [7][8] - The company is expected to report earnings growth of 10.2% in 2026, with revenue growth projected at 5.1% [9] Cloudflare - Cloudflare is enhancing its post-quantum security infrastructure, with plans for broader protocol compatibility in its Zero Trust Network Access solution, positioning itself as a critical enabler for quantum-era cybersecurity [10] - The company is projected to achieve earnings growth of 28.8% in 2026, with revenue growth of 26.9% [11] Arqit Quantum - Arqit Quantum is advancing quantum-safe encryption through its Encryption Intelligence platform, which has been commercially launched and is being utilized in a pilot program by the UK National Cyber Security Centre [12] - The company has secured multi-year contracts, including a significant agreement with a global telecom operator for quantum-safe network deployment, indicating strong market demand [12] - Arqit is expected to report earnings growth of 30.3% in 2026, with revenue growth projected at an impressive 214.2% [13]
IonQ (IONQ) Stock Is Down 50%. Is This Quantum Computing Stock a Buy?
247Wallst· 2026-01-28 20:03
Depending on the circumstances, investing in quantum computer developer IonQ (NYSE:IONQ) can be thrilling or gut-wrenching. ...
CP Group Secures Global Headquarters Relocation of Quantum Computing Pioneer D-Wave to Its Boca Raton Innovation Campus (BRiC)
Businesswire· 2026-01-28 20:00
Core Insights - CP Group has signed a significant lease agreement with D-Wave Quantum Inc., marking the relocation of D-Wave's global headquarters to the Boca Raton Innovation Campus (BRiC) in Florida, which is a notable development for the tech ecosystem in South Florida [1][1][1] Group 1: Company Developments - D-Wave Quantum Inc. is recognized as the only dual-platform quantum computing company, providing both annealing and gate-model systems, software, and services [1] - The relocation from Palo Alto, California, signifies a major milestone for D-Wave and enhances BRiC's status as a hub for technology and life sciences [1][1] - Florida Atlantic University (FAU) has committed $20 million to purchase and install D-Wave's Advantage2™ quantum computer on its campus, further strengthening the region's position in quantum research [1][1] Group 2: Infrastructure and Investment - CP Group has invested $100 million in capital improvements at BRiC, transforming it into an amenity-rich destination with features such as a wellness center, coffee shops, and a parking garage with 1,100 spaces [1][1] - The renovations at BRiC have provided the necessary infrastructure to support D-Wave's operational needs, ensuring reliability and continuity for quantum computing operations [1][1] Group 3: Market Position and Growth - Florida is identified as one of the fastest-growing technology ecosystems in the U.S., making it an ideal location for D-Wave's new headquarters and R&D facility [1][1] - BRiC experienced over 300,000 square feet of leasing activity in late 2025, indicating strong demand and interest from various office users, including technology and life sciences firms [1][1]
The Quantum Pair Trade: Long IonQ, Short Quantum Computing
Seeking Alpha· 2026-01-28 14:28
Core Insights - The article emphasizes the importance of uncovering high-yield investment opportunities for individual investors, leveraging the author's background in proprietary trading to simplify complex concepts into actionable insights [1]. Group 1 - The author has a professional background as a proprietary trader in New York City, focusing on risk-taking in the markets [1]. - The goal is to help individual investors achieve better returns by providing clear insights into investment opportunities [1].
Xanadu Takes Key Step Toward Becoming a Public Company, Announces Public Filing of Form F-4 in Connection with Proposed Business Combination
Globenewswire· 2026-01-28 13:00
Public filing of Form F-4 represents important milestone in transaction towards Xanadu becoming first and only publicly traded pure-play photonic quantum computing company.The proposed transaction, which is expected to close in the first quarter of 2026, supports Xanadu’s photonic quantum computing approach, its leading PennyLane software platform, and its efforts towards building a commercially viable fault-tolerant quantum computer. TORONTO, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Xanadu Quantum Technologies In ...
Here's Why I Wouldn't Touch D-Wave Quantum With a 10-Foot Pole
Yahoo Finance· 2026-01-28 11:58
Industry Overview - Quantum computing is an emerging technology with the potential to perform computations beyond the capabilities of conventional supercomputers, potentially leading to breakthroughs across various industries [1] - The quantum computing market is projected to reach an annual value of $100 billion by 2035, according to research from McKinsey & Company [5] Company Analysis: D-Wave Quantum - D-Wave Quantum has experienced significant volatility in its stock price, ranging from $4 to $46 over the past year, and is currently trading in the middle of that range [2][3] - The company employs a unique approach called quantum annealing, which focuses on finding solutions that are close to optimal rather than perfectly optimal, making it suitable for complex real-world problems [6] - D-Wave Quantum is expanding its capabilities by acquiring a rival that develops gate-model quantum computing systems, aiming to develop both quantum annealing and gate-model systems concurrently to capture a larger market share [7] Financial Performance - D-Wave Quantum's financial outlook is modest, with Wall Street analysts expecting revenues of just under $40 million in 2025 and approximately $78 million in 2026 [8]
3 Unpleasant Truths Investors in IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. Will Have to Face in 2026
The Motley Fool· 2026-01-28 08:51
Core Insights - The long-term potential for quantum computing is overshadowed by the more immediate opportunities presented by artificial intelligence (AI) [1] - Despite significant short-term gains in quantum computing stocks, the outlook for 2026 is tempered by several challenges [3] Group 1: Market Performance - In mid-October, trailing 12-month returns for quantum computing stocks such as IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing Inc. reached as high as 6,200% [2] - Investors are experiencing FOMO as Wall Street's major stock indexes hit new highs, leading to hopes for continued performance in quantum computing stocks [3] Group 2: Technological Challenges - Quantum computers are still years away from being able to solve practical problems cost-effectively compared to classical computers [4][8] - The technology is expected to mature over time, with analysts predicting a slow evolution rather than immediate breakthroughs [6][8] Group 3: Financial Viability - Pure-play quantum computing companies are currently relying on share-based dilution to raise capital, as traditional financial services are limited for early-stage companies [9][10] - In 2025, these companies collectively raised $4.15 billion through share offerings, which has implications for existing shareholders due to dilution [12][13] Group 4: Competitive Landscape - The barrier to entry in quantum computing is relatively low, which may threaten the first-mover advantage of companies like IonQ, Rigetti, and D-Wave [14][20] - Major tech companies, referred to as the "Magnificent Seven," are investing heavily in quantum computing, posing a competitive threat to smaller players [18][19]