【环球网科技综合报道】随着全球科技巨头加速布局量子计算领域，一场围绕"人才争夺战"的暗战已悄 然打响。4月27日，据Business Insider报道，量子计算企业正通过联合高校、开设认证课程等方式，提 前布局技术爆发期所需的人才储备，试图避免人工智能（AI）行业曾遭遇的"用工荒"。 根据全球人力资源咨询公司Randstad去年11月发布的报告，尽管75%的企业已增设AI相关岗位，但过去 一年仅35%的求职者接受过AI专项培训。普华永道发布的《2024年就业晴雨表》进一步印证了这一趋 势：自2016年以来，要求AI专项技能的岗位占比激增700%，是其他岗位增速的3倍，且掌握AI技能的从 业者薪资溢价可达25%。 全球量子技术市场数据和情报提供商The Quantum Insider预测，到2030年该领域将创造约25万个新岗 位，到2035年将飙升至84万个。为应对这一需求，量子计算企业正效仿AI领域的前车之鉴，通过校企 合作提前锁定人才。 "IBM很早就发布了高质量的量子计算教育资源，为行业奠定了早期基础。"加塞尔表示，"如今，像 Pennylane这样的企业也提供了大量免费学习材料，这对新人入门至关重要 ...

Group 1: Nvidia - Nvidia has seen a significant increase in demand for its chips due to a surge in data center spending, with revenue from its data center segment rising 142% to $115 billion in fiscal 2025 [5] - The company holds a dominant market share in AI data center processing, estimated between 70% to 95%, and anticipates $2 trillion in AI data center spending over the next few years [6] - Nvidia's latest AI processor, Blackwell, has generated $11 billion in sales, marking the fastest product ramp in the company's history [7] Group 2: Rigetti Computing - Rigetti Computing operates in the quantum computing space, which has the potential to impact various fields, with the market projected to be worth $170 billion by 2040 [8] - The company has partnered with major cloud providers like Amazon and Microsoft, enhancing its credibility in the quantum computing market [9] - Despite a 639% increase in share price over the past year, Rigetti reported a 32% decline in sales in the fourth quarter, totaling $2.3 million, indicating challenges in establishing a foothold in a speculative market [10][11]

Core Insights - D-Wave Quantum's stock has seen an increase of nearly 18% week-to-date due to the upcoming installation of its quantum computing system [1] Company Developments - D-Wave, in collaboration with Davidson Technologies, has completed the assembly phase of the D-Wave Advantage2 annealing quantum system in Huntsville, Alabama, with installation nearing completion [2] - The Advantage2 system will be housed in a secure facility designed for quantum computing, reflecting the company's clientele in the federal government and aerospace sectors [3] Industry Context - The Advantage2 will be the first annealing quantum computer hosted on-premises in Alabama, aimed at developing quantum optimization applications for mission-critical challenges, including national defense [4] - Quantum computing is viewed as a potential technological revolution, with the ability to process data significantly faster than traditional computers, making developments like D-Wave's announcement particularly exciting for investors [4]

Industry Overview - Quantum computing is rapidly evolving and promises to solve complex problems at unprecedented speeds, far exceeding classical systems [1] - The market for quantum computing is projected to exceed $170 billion annually by 2040, indicating significant growth potential [2] IonQ Analysis - IonQ has a market capitalization of $5.4 billion, making it the largest pure-play quantum computing stock, more than double that of Rigetti's $2.3 billion valuation [4] - The company utilizes unique trapped-ion technology, leveraging electrically charged atoms as qubits, which allows for operation at room temperature, avoiding the need for subfreezing temperatures [5][6] - IonQ's Forte Enterprise system features 36 algorithmic qubits, representing its most powerful single-core quantum processor, designed for scalable solutions [7] - IonQ's net revenue for 2024 reached $43.1 million, reflecting a 96% year-over-year increase [8] - Major customers span various industries, including pharmaceuticals and logistics, and IonQ has partnerships with cloud providers like Microsoft and Amazon [9] - The company is not yet profitable but expects revenue to nearly double to $97 million in 2025, driven by strong interest in its quantum computing solutions [10] Rigetti Computing Analysis - Rigetti Computing focuses on a vertically integrated business model, controlling chip design, manufacturing, and software development, which may provide long-term advantages [11] - The company operates Fab-1, the first dedicated quantum foundry, allowing for precise control over chip fabrication, potentially leading to cost-effective strategies [12] - Rigetti's superconducting qubits achieve ultra-fast gate speeds of 60 to 80 nanoseconds, significantly faster than ion-based systems [13] - In 2024, Rigetti generated $10.8 million in revenue, but its latest 84-qubit Ankaa-3 system is expected to drive growth [14] - Rigetti's stock has seen a 700% price increase over the past year, outperforming IonQ's 250% return, and the company has a cash position of $217 million [14] Comparative Analysis - IonQ is currently viewed as the better investment option due to its compelling growth outlook and market position [16]

Core Insights - Quantum computing is approaching real-world applications, attracting investor interest in companies like Rigetti Computing (RGTI) and IonQ (IONQ) that are developing future computational power [1][2] - Both companies are in a competitive race to scale quantum systems, targeting government and enterprise contracts [2] Price Performance & Valuation - Year-to-date, shares of Rigetti and IonQ have decreased by 40.3% and 35.9%, respectively [5] - IonQ appears more attractive from a valuation perspective, with a price/book ratio of 15.56 compared to Rigetti's 20.57 [6] Core Technology - Rigetti utilizes superconducting qubits, which are silicon-based circuits, allowing for scalability and faster innovation through its fab facility [8] - IonQ employs trapped-ion technology, which offers high coherence and low error rates, operating near room temperature for enhanced precision [10] Business Model - Rigetti's vertically integrated model controls the entire quantum stack, generating revenue from QPU sales, cloud access, and R&D contracts, with total revenues of $10.8 million in 2024 [11][12] - IonQ follows a cloud-first strategy, primarily earning from quantum computing-as-a-service (QCaaS) and professional services, with total revenues of $43.1 million in 2024 [12] Roadmap & Growth Strategy - Rigetti aims to enhance its quantum systems, planning to launch a 36-qubit modular system by mid-2025 and a 100+ qubit system by year-end [13] - IonQ is focused on scaling its systems and expanding its QCaaS model across industries, leveraging exclusive tech licenses for a strong IP position [13] Market Outlook - The quantum computing market is projected to grow from $1.3 billion in 2024 to $5.3 billion by 2029, with superconducting systems expected to dominate volume deployments [14] - Both companies are positioned for growth, but Rigetti has a better growth potential reflected in its Zacks Growth score of 'D' compared to IonQ's 'F' [19] Financial Estimates - The Zacks Consensus Estimate for Rigetti's 2025 sales implies a year-over-year growth of 34.57%, while IonQ's estimate suggests a growth of 97.34% [15][17] - For 2025, Rigetti's loss per share is projected at $1.09, while IonQ's is expected to be $1.05 [12][17] Investment Appeal - Rigetti's full-stack control and technical credibility cater to government and research sectors, but it faces high valuation and modest growth [20] - IonQ, with larger cash reserves and a scalable model, presents stronger revenue growth and an aggressive roadmap for market expansion [20]

Market Overview - The U.S. stock market has experienced significant volatility in 2025, influenced by President Trump's trade policies, but recent developments indicate that severe tariffs may not be implemented, creating opportunities for investors [1] Innovative Growth Companies - Many tech companies have seen sell-offs due to trade uncertainties, leading to attractive entry points for long-term investors [2] - Companies developing technologies that will define new markets over the next decade are highlighted as potential investment opportunities [11] Advanced Air Mobility - Archer Aviation is focused on developing eVTOL aircraft for urban air taxi services, currently down 36% from its 52-week high, with steady FAA certification progress and strategic partnerships positioning it for growth [4] - Joby Aviation, the leading eVTOL manufacturer, is down 43% from its 52-week high, with advanced flight testing and partnerships with Toyota and Delta expected to drive revenue growth [5] Quantum Computing - D-Wave Quantum offers commercial access to quantum computing and is down 44% from its 52-week high, with early commercial momentum seen as a growth driver [6] - IonQ develops trapped-ion quantum computers and is down 50% from its 52-week high, with technological advancements and partnerships positioning it for future market leadership [7] Space Economy - Rocket Lab USA provides small satellite launch services and is down 40% from its 52-week high, with a strong launch record and diversified offerings in a rapidly growing space economy projected to reach $1 trillion by 2040 [8] - Intuitive Machines, down 68% from its 52-week high, specializes in lunar payload delivery systems, with proven capabilities offering significant upside potential for long-term investors [9] Data Analytics - Palantir Technologies offers data analytics software with a focus on AI-powered solutions, currently down 25% from its 52-week high, and is positioned for substantial growth due to high demand for its services [10] Investment Rationale - The current market conditions present a rare opportunity to invest in companies with meaningful technological validation and operational progress, trading at valuations 25% to 68% below recent highs [12]

Core Insights - The convergence of quantum computing, AI, and high-performance computing is becoming essential for innovation across various sectors, attracting investor interest in companies like D-Wave Quantum Inc. and NVIDIA Corporation [1][2] NVIDIA Corporation - NVIDIA's Data Center business generated $47.5 billion in revenues for fiscal 2024, more than tripling from the previous year, with a fourth-quarter revenue surge of 409% year over year to $18.4 billion [6] - NVIDIA's AI platforms are utilized by over 80 automakers, contributing over $1 billion in automotive-related data center revenues in 2024, and its healthcare platforms support AI-driven drug discovery in a $10 trillion industry [7] - The company achieved a non-GAAP gross margin of 76.7% in the fourth quarter, with expectations to normalize to the mid-70s range for 2025, and returned $9.9 billion to shareholders through buybacks and dividends in 2024 [8] D-Wave Quantum Inc. - D-Wave achieved quantum supremacy by solving a complex material science problem with its 1,200-qubit Advantage2 system, distinguishing itself from competitors like Google and IBM [9][10] - D-Wave's bookings surged 502% in the fourth quarter of 2024, driven by a significant sale to Germany's Jülich Supercomputing Centre, and its Quantum Compute-as-a-Service model is gaining traction across various sectors [10] - The company has a cash position exceeding $300 million, with an adjusted net loss shrinking year over year and a gross margin of 72.8% on a non-GAAP basis, indicating improving operational efficiency [11] Comparative Analysis - D-Wave is trading at a forward 12-month price-to-sales ratio of 67.86X, significantly higher than NVIDIA's 11.79X, suggesting NVIDIA is more attractively valued compared to D-Wave and its historical averages [14] - NVIDIA's average price target of $177.43 implies a 76.3% upside, while D-Wave's average price target of $6.71 implies only a 0.5% upside from the last close [16][17] Future Outlook - D-Wave is positioned as a serious contender in the future of computing, potentially becoming as significant in quantum as NVIDIA is in AI, with strong execution and rapid growth [19]

Core Insights - Rigetti Computing is gaining attention in the quantum computing market, focusing on designing and manufacturing quantum computing units and systems, as well as application development [1] - The quantum computing market could reach $170 billion by 2040, with Rigetti's share price increasing by 588% over the past year, despite the company not being profitable and experiencing a 32% decline in sales to $2.3 million in Q4 [2] - Rigetti's current price-to-sales ratio stands at 147, indicating a high valuation amidst losses and declining sales, suggesting investors may want to consider other opportunities [3] Company Summaries Taiwan Semiconductor (TSMC) - TSMC is a key player in the AI sector, manufacturing approximately 90% of advanced processors and partnering with AI leaders like Nvidia [4] - The surge in AI-related spending has led to TSMC's revenue increasing by 42% to $25.5 billion, with earnings per ADR rising 60% to $2.12 in Q1 [5] - Despite potential uncertainties from tariff announcements, TSMC is well-positioned in AI chipmaking, with tech companies expected to invest around $2 trillion in AI data centers in the coming years [7] Microsoft - Microsoft has established a strong foothold in AI through its investment in OpenAI and the integration of AI capabilities into its services, positioning itself well in the AI software market [8] - The company is the second-largest public cloud provider, with a market share of 21%, and has significantly narrowed the gap with Amazon [9] - Azure's sales grew by 31% in Q2, and Goldman Sachs projects AI cloud computing sales could reach $2 trillion by 2030, with Microsoft's annual AI revenue run rate now at $13 billion, reflecting a 175% year-over-year increase [10][11]

HOBOKEN, N.J., April 22, 2025 /PRNewswire/ -- Quantum Computing Inc. ("QCi" or the "Company") (Nasdaq: QUBT), an innovative, integrated photonics and quantum optics technology company, today announced that the Company has secured the sale of one of its EmuCore reservoir computers to a major automotive manufacturer. The device has since been shipped to the customer and will be used for research and development purposes. QCi's EmuCore reservoir computing device can be applied to solve a variety of problems re ...

Core Insights - Rigetti, in collaboration with Riverlane and the National Quantum Computing Centre (NQCC), has won Innovate UK's Quantum Missions pilot competition to enhance quantum error correction capabilities on superconducting quantum computers [1][2][3] - The project, with a budget of £3.5 million, aims to address critical challenges in achieving fault-tolerant quantum computing by developing key capabilities for executing numerous quantum operations [3][4] - Rigetti plans to upgrade its existing quantum computer at NQCC, with Riverlane leading the quantum error correction experiments [4][5] Project Details - The consortium will leverage Rigetti's superconducting quantum computer hosted at NQCC to conduct ambitious quantum error correction tests [2][3] - The project aims to improve key performance metrics such as throughput, latency, and decoding accuracy essential for real-time error correction [5][6] - Rigetti has also been awarded two additional projects under the Quantum Missions pilot competition, including deploying a larger 36-qubit quantum processing unit and integrating a new control system [6][7] Industry Context - Fault-tolerant quantum computing is expected to revolutionize computational power for solving real-world problems, necessitating effective integration of quantum error correction with quantum technology [3] - The Quantum Missions pilot competition is designed to accelerate quantum computing and networking projects by enhancing their capabilities and facilitating commercialization [5][8] - Rigetti's leadership in the UK's quantum computing ecosystem is underscored by its initiatives, including launching the first operational quantum computer at NQCC and leading a £10 million consortium for deploying UK-based quantum computers [8][9]