Quantum Computing
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Why IBM Is the Best Quantum Computing Stock to Buy Right Now
The Motley Fool· 2025-06-19 11:20
Core Insights - Quantum computing has the potential to solve problems that are currently impossible for traditional supercomputers due to the unique properties of quantum qubits [1] - Current quantum computers are not yet capable of solving real-world problems faster than traditional computers, with notable benchmarks lacking practical applications [2] - Error correction remains a significant challenge in quantum computing, as qubits are fragile and prone to errors during computations [4] Company Developments - IBM aims to achieve full-scale quantum error correction by 2029 and true quantum advantage by the end of 2026, supported by a clear roadmap [6] - IBM's Nighthawk quantum processor, set to release this year, will feature 120 qubits and 5,000 quantum gates, with plans for future iterations to enhance capabilities [7] - The development of Starling, a fault-tolerant quantum computer, is planned for 2028, with a roadmap that includes three iterations of quantum chips leading up to its release [8][9] Market Potential - The economic value generated by quantum computing is estimated to reach $850 billion by 2040, with the market for quantum hardware and software potentially worth $170 billion [11] - IBM's current stock valuation appears reasonable given the potential of quantum computing, trading at approximately 19 times free cash flow based on the company's outlook for 2025 [12] - The company's hybrid cloud and artificial intelligence businesses are currently driving growth, while quantum computing is expected to contribute significantly in the 2030s and beyond [12]
Buy the Dip on This Quantum Computing Stock
Schaeffers Investment Research· 2025-06-18 16:06
Core Viewpoint - Rigetti Computing Inc (NASDAQ:RGTI) has experienced a significant 1,070% gain over the past year, but has seen a decline of 25% year-to-date in 2025, with a 5.3% drop in June alone. The current pullback is testing a historically bullish signal [1]. Group 1 - RGTI has pulled back to its 50-day moving average, being within 0.75 of the trendline's 20-day average true range (ATR) after spending at least 80% of the last 10 days and two months above it. Historical data shows that in three similar instances over the past three years, RGTI was higher one month later, averaging a 4.4% gain [2]. - The trendline previously provided resistance before the recent pullback, indicating a potential shift in market sentiment [2]. Group 2 - A decrease in short interest could provide positive momentum for RGTI, with bearish bets down by 16% in the latest reporting period. However, 55.28 million shares sold short still represent 19.3% of the stock's total available float [3]. Group 3 - The 14-Day Relative Strength Index (RSI) for RGTI is currently at 30, nearing "oversold" territory, suggesting a potential short-term rebound could occur [5].
量子计算迎新进展,企查查:今年新注册企业多集中新一线城市
Qi Cha Cha· 2025-06-18 07:33
(原标题:量子计算迎新进展,企查查:今年新注册企业多集中新一线城市) 企查查数据显示,截至目前,国内量子计算相关现存企业达9.06万家,主要分布在华南地区、华东地 区,分别占比27.77%、23.45%。其次为华北地区、华中地区和西南地区,分别占比15.35%、12.09%、 11.28%。 2、超三成相关企业归属科学研究和技术服务业 企查查数据显示,从国标行业分布来看,量子计算相关现存企业多归属于科学研究和技术服务业和信息 传输、软件和信息技术服务业这两个行业,分别占比38.28%、35.27%。 3、今年新注册企业多集中在新一线、一线城市 从注册量来看,截至目前,今年已注册1.12万家,今年新注册企业集中分布于新一线城市、一线城市, 分别占比28.12%、25.98%。 6月16日,安徽省量子信息工程技术研究中心发布消息称,我国首款面向千比特规模设计的超导量子计 算测控系统ez-Q®Engine 2.0,正式交付中国科学技术大学、中电信量子集团等多家科研与产业单位。 据悉,该系统由科大国盾量子技术股份有限公司等单位联合研制。 测控系统是量子计算产业链上游的关键核心设备之一。业内人士表示,首款千比特超导量子 ...
Can IonQ's New Acquisitions Propel It Toward Quantum Supremacy?
ZACKS· 2025-06-17 15:35
Core Insights - IonQ is strategically acquiring Lightsynq and Capella to enhance its quantum computing capabilities and networking infrastructure, aiming for scalable quantum systems and global networks [1][4][8] Group 1: Acquisitions and Technologies - Lightsynq, a spinout from Harvard, provides advanced quantum memory and repeater technologies essential for long-distance entanglement and scalable quantum interconnects, addressing a key limitation in current quantum architectures [2][8] - Capella contributes expertise in space-based quantum communication, including quantum key distribution (QKD) systems and satellite-to-ground signal platforms, positioning IonQ to develop a quantum-secure Internet [3][8] Group 2: Financial Performance - IonQ ended Q1 2025 with nearly $700 million in cash and reaffirmed its revenue guidance, indicating confidence in its financial goals despite widening losses due to R&D and integration expenses [4] - Loss per share estimates for 2025 and 2026 have improved, narrowing to 47 cents and 59 cents respectively, compared to a year-ago figure of $1.56 for 2025 [11] Group 3: Competitive Landscape - Competitors like D-Wave Quantum Inc. and Rigetti Computing are also pursuing quantum leadership through different strategies, with D-Wave focusing on quantum annealing and Rigetti on superconducting qubit architectures [5][6] - Each company's approach reflects the industry's diverse strategies for achieving quantum supremacy, with IonQ integrating networking, memory, and compute in a unified vision [6] Group 4: Stock Performance - IonQ shares have increased by 66.8% over the past three months, outperforming the Zacks Computer - Integrated Systems industry [7] - The stock is currently trading at a premium compared to industry peers, with a forward 12-month price-to-sales ratio of 92.72X [10]
Quantum Computing Inc. Ships First Commercial Entangled Photon Source for Quantum Communication Research
Prnewswire· 2025-06-17 12:30
Core Insights - Quantum Computing Inc. (QCi) has successfully shipped its first commercial entangled photon source to a leading research institution in South Korea, marking a significant milestone in the company's transition of proprietary quantum technologies to commercial markets [1][4] Product Details - The entangled photon source is a broadband, standalone device built on Spontaneous Parametric Down-Conversion (SPDC) using a periodically-poled, bulk format lithium niobate (PPLN) structure, designed for stability and compatibility with existing fiber optics infrastructure [2] - It operates in the C-band telecommunication range and integrates seamlessly into research environments focused on advancing quantum communication protocols [2] Strategic Importance - The entangled photon sources are integral to QCi's quantum cybersecurity platform, which received the Edison Award in 2024, highlighting the technology's recognition and potential impact [3] - The shipment to Korea demonstrates the execution of QCi's strategy in servicing the versatile quantum market and reflects growing market interest in integrated quantum systems [4] Future Developments - QCi plans to further miniaturize and enhance future generations of entangled photon sources using thin-film lithium niobate (TFLN) technology at its U.S.-based foundry, indicating a commitment to innovation and scalability in quantum technologies [3]
QUBT Stock: Up 80% In A Month What's Happening With Quantum Computing?
Forbes· 2025-06-17 12:25
Core Insights - Quantum Computing Inc. (QCi) has experienced a significant stock price increase of 80% in one month and over 3,000% in the last twelve months, driven by growing interest in quantum computing technology [3] - The company specializes in quantum-compatible chips and photonic hardware solutions, which have applications in high-performance computing, AI, and cybersecurity [3][4] - QCi's innovative approach includes the development of room-temperature quantum machines, which could make quantum technology more accessible and practical compared to traditional low-temperature systems [8][9] Company Overview - QCi focuses on photonics and quantum optics technology, creating quantum machines designed to operate at room temperature and low power, potentially reducing costs [7][8] - The company has introduced the Dirac 3 quantum system, which is the first to solve integer problems using quantum digits (qdits) instead of traditional qubits, marking a significant advancement in quantum computing [6] - QCi's thin-film lithium niobate (TFLN) photonic chip foundry in Tempe, Arizona, has recently become operational, enabling the fabrication of advanced photonic computing engines [9] Market Context - The quantum computing industry is characterized by high volatility and significant challenges, including error rates that increase with system complexity [5] - Major players like IBM and Google are also advancing in the field, with IBM's 1,121-qubit Condor processor and plans for 100,000-qubit systems by 2033 [6] - The positive momentum in quantum computing stocks has been influenced by industry leaders' comments, such as Nvidia CEO Jensen Huang's statement about quantum computing reaching an inflection point [3] Financial Performance - QCi reported a revenue base of $385K in the last twelve months and an operating loss of $28 million, indicating that the company is still in a developmental stage [10] - The stock of QUBT has shown extreme volatility, with significant declines during adverse market conditions, such as a 93% drop during the 2022 inflation shock [11][12] - Despite the risks, QCi has potential for growth, particularly if it can successfully sell its photonic chips to large customers like NASA and Johns Hopkins [13]
Railtown AI Technologies Inc. Announces Strategic Partnership with Quantum.IQ and Private Placement
Newsfile· 2025-06-17 12:00
Vancouver, British Columbia--(Newsfile Corp. - June 17, 2025) - Railtown AI Technologies Inc. (CSE: RAIL) (OTCQB: RLAIF) ("Railtown" or the "Company") a leading innovator in AI-driven developer solutions, is pleased to that its wholly owned subsidiary, Railtown AI Tool Corporation, has entered into a licensing agreement with Quantum.IQ AI Technologies Inc. ("Quantum.IQ"). This marks the beginning of a strategic partnership aimed at expanding Railtown's Application General Intelligence™ platform into the ra ...
我国首款千比特超导量子计算测控系统完成交付;亚马逊Kuiper卫星第二次发射因ULA火箭助推器问题推迟丨智能制造日报
创业邦· 2025-06-17 02:52
更多智能制造产业资讯 …… 扫码订阅 智能制造 产业日报, 精选行业新闻,帮你省时间! 1.【亚马逊Kuiper卫星第二次发射因ULA火箭助推器问题推迟】联合发射联盟周一被迫推迟搭载亚马 逊Kuiper项目互联网卫星的第二次发射任务,原因是火箭助推器出现问题。(新浪财经) 2.【成都 6月16日 启动首批智能机器人实景验证】6月16日,据成都发布官微消息, 首批智能机器 人实景验证活动今日启动,各式"成都造"机器人产品走出实验室,在真实场景下接受检验,加速技术 与产品的验证迭代。据悉,共有10家人工智能与机器人企业参与此次活动,包括轮式双足具身智能机 器人、机器狗、数字人应用产品、AIR3AR智能眼镜等,它们将在泡桐树小学、武侯祠、红星路、天 府广场等点位协助人们提升工作质效。(红星新闻) 3.【国家统计局:1-5月份工业机器人产量同比增长32%,智能车载设备制造增加值增长26.8%】国 家统计局新闻发言人、国民经济综合统计司司长付凌晖表示,近年来,我国经济新旧动能逐步转换, 创新驱动发展作用不断增强。今年以来,各方面继续加大创新投入,推进科技创新,带动产业创新, 经济向新发展态势持续。1-5月份,规模以上高 ...
Is D-Wave's Latest $400M Sales Agreement a Dilution Deal-Breaker?
MarketBeat· 2025-06-16 15:08
Core Viewpoint - D-Wave Quantum Inc. has experienced a decline in share price, attributed to market recognition of its premium valuation and concerns over potential dilution from recent equity offerings [1][2][3]. Group 1: Stock Performance and Market Sentiment - D-Wave's stock price has fluctuated significantly, nearly reaching $19 per share twice in early June 2025, but has since dropped approximately 20% leading up to June 13 [1]. - The company’s recent at-the-market (ATM) offering, allowing for the issuance of up to $400 million in shares, has raised concerns among investors regarding dilution [2][3]. Group 2: Dilution Concerns - The announcement of the ATM offering could lead to dilution for existing shareholders, reducing their ownership percentage and potentially impacting earnings per share (EPS) figures [4][5]. - D-Wave's reliance on equity offerings for funding operations has been highlighted, with the first ATM offering of $150 million completed in January 2025 [5][6]. Group 3: Potential Positive Outlook - Some investors view the ATM offering as a strategic move to capitalize on high share prices, which could minimize dilution effects [9][10]. - D-Wave has sufficient cash reserves to sustain operations until achieving consistent profitability, indicating a proactive approach to funding [10][11]. Group 4: Industry Context - The competitive landscape for quantum technology is intensifying, with D-Wave needing substantial funding to strengthen its market position against established tech giants [11]. - Analyst forecasts suggest a 12-month price target of $10.17 for D-Wave's stock, indicating a potential downside of 36.35% from current levels [12][13].
Prediction: This Quantum Computing Stock Will Surge in 2025
The Motley Fool· 2025-06-14 07:25
Group 1: Quantum Computing Industry Overview - Quantum computing presents unique challenges due to its reliance on qubits, which can store values between zero and one, making it exponentially faster than traditional computers [1] - The industry faces limitations as many quantum computing companies struggle to generate sufficient revenues, leading to difficulties in maintaining stock gains [2] - Pure-play quantum computing companies often depend on government contracts, which do not cover their operating expenses, making them less attractive investments [6][9] Group 2: Alphabet's Position in Quantum Computing - Alphabet (Google's parent company) is highlighted as an attractive investment in the quantum computing space despite not currently generating revenue from this technology [4][14] - The company reported over $90 billion in revenue in Q1 2025, primarily from digital advertising and Google Cloud, raising questions about its focus on quantum computing [5] - Alphabet has significant liquidity of $95.7 billion and $19 billion in free cash flow in Q1 2025, allowing it to invest in quantum computing initiatives [10] Group 3: Development of Quantum Technology - Alphabet has developed the Willow quantum computing chip, which completed a benchmark computation in under five minutes, a task that would take traditional supercomputers 10 septillion years [11] - The Willow chip also addresses error rates, a significant challenge in the industry, by reducing errors as the number of qubits increases [12] - Continuous investment in improving the Willow chip positions Alphabet competitively in the quantum space, preparing it for future applications of the technology [13][16]