Core Points - Quantum Computing Inc. (QCi) has been awarded a subcontract valued at $406,478 to support NASA's Langley Research Center in developing a quantum computing technique to remove solar noise from space LIDAR data [1][2] - The project aims to enhance the signal-to-noise ratio (SNR) for daytime measurements, addressing a significant challenge for NASA in obtaining reliable atmospheric sensing and Earth observation data [2][3] - QCi's approach utilizes its Dirac-3 quantum computer to improve SNR without increasing the size, weight, or power requirements of the optical hardware, potentially reducing mission costs and complexity [2][3][4] Company Overview - QCi is recognized for its innovative integrated photonics and quantum optics technology, providing accessible quantum machines designed to operate at room temperature and low power [5] - The company has established credibility as a trusted partner in quantum innovation for government and research institutions, building on previous collaborations with NASA [3][4] - The successful implementation of this project could lead to smaller telescopes or lower-power lasers for NASA, enabling more compact and affordable LIDAR payloads for future missions [3][4]

Core Insights - Rigetti Computing has successfully closed a $35 million investment from Quanta Computer, purchasing shares at approximately $11.59 each, as part of a strategic collaboration agreement [1][2] Company Overview - Rigetti Computing is a pioneer in full-stack quantum computing, operating quantum computers over the cloud since 2017 and serving various clients through its Rigetti Quantum Cloud Services platform [2] - The company began selling on-premises quantum computing systems in 2021, with qubit counts ranging from 24 to 84, supporting national laboratories and quantum computing centers [2] - Rigetti introduced its 9-qubit Novera QPU in 2023, designed for high-performance integration into existing cryogenic and control systems [2] - The company has developed the first multi-chip quantum processor for scalable quantum computing systems and manufactures its chips in-house at Fab-1, the first dedicated quantum device manufacturing facility [2] Strategic Collaboration - The collaboration with Quanta is expected to leverage Quanta's expertise in notebook and server manufacturing alongside Rigetti's advancements in superconducting quantum computing, positioning the company at the forefront of the quantum computing industry [2]

Group 1 - The Portnoy Law Firm has initiated an investigation into D-Wave Quantum Inc. for possible securities fraud and may file a class action on behalf of investors [1][3] - Block & Leviton LLP is also investigating D-Wave Quantum Inc. following a report by Kerrisdale Capital, which questions the credibility of D-Wave's technology and claims it is more of a marketing strategy than a genuine advancement in quantum computing [3] - D-Wave Quantum's stock experienced a decline of up to 6% during intraday trading after the release of the Kerrisdale Capital report [3] Group 2 - The Portnoy Law Firm offers a complimentary case evaluation for investors seeking to recover losses and encourages them to contact attorney Lesley F. Portnoy [2][4] - The founding partner of the Portnoy Law Firm has successfully recovered over $5.5 billion for aggrieved investors [4]

量子计算概念股D-Wave（QBTS）下跌1.6%，报7.25美元，此前一度跌至6.90美元。 Kerrisdale称，该公司正在狙空D-Wave。 ...

封面图 | AI配图 量子计算正在成为全球竞逐的下一个技术制高点。科技巨头对于量子技术的投资也有升温趋势。 当地时间4月28日，IBM宣布未来五年将投资1500亿美元研发制造费用，其中300亿美元将用于推动量子计算机等的制造。 IBM公司CEO阿尔温德·克里希纳（Arvind Krishna）在一份声明中表示，这项投资承诺将确保IBM先进计算和人工智能中心的领先地位。IBM还 称，该公司运营着全球最大的量子计算机系统群"。 IBM的最新举措反映了美国科技巨头在量子计算领域投入的决心。就在同一天，微软总裁布拉德·史密斯（Brad Smith）呼吁政府优先考虑对量子 研究的资金拨款，并强调美国在研制可运行的量子计算机的竞赛中不能落后于中国。 本文字数：1896，阅读时长大约3分钟 导读 ：虽然大多数人认为美国仍然能够在该领域保持领先地位，但中国可能已经与美国并驾齐驱。 作者 | 第一财经 钱童心 去年，谷歌也发布了量子芯片Willow，该公司声称这款新设备是一个"里程碑"，因为它能够在五分钟内实现纠错，并解决一道数学题，而这在传统 计算机上要花费比宇宙年龄更长的时间。 芯片巨头英伟达也在押注量子技术。英伟达创始人 ...

Core Viewpoint - Quantum computing is a focal point in the technological competition among major powers, with the U.S. urged to enhance its efforts to avoid falling behind China in this critical field [1][2]. Group 1: U.S. Response and Strategy - Microsoft President Brad Smith emphasizes the need for the U.S. government to prioritize funding for quantum research to maintain its competitive edge against China [1]. - Smith suggests that the U.S. should expedite immigration processes for quantum talent and establish a domestic supply chain for key quantum computing components through government procurement [1]. - The article highlights the potential risks to U.S. economic competitiveness and security if China advances in quantum technology [2]. Group 2: Technological Developments - Microsoft has introduced the "Majorana" quantum chip, which currently has 8 quantum bits, with a goal of developing commercial chips with at least 1 million quantum bits [6]. - Google has also launched a new quantum device called "Willow," which is claimed to solve complex mathematical problems significantly faster than traditional computers [6]. - Recent breakthroughs in China include the development of a "continuous variable" quantum entangled state using integrated optical quantum chips, marking a significant advancement in the field [6][7]. Group 3: Implications and Future Outlook - Experts believe that the widespread commercial application of quantum computing may still require decades of development [6]. - The advancements in quantum technology are expected to reshape global information technology infrastructure and have profound implications for the economy and national security [7]. - The competitive landscape indicates that while China is making significant strides, there remains a recognition of the existing gaps that need to be addressed [7].

Group 1 - Quantum computing is emerging as the next technological battleground, with significant investments from tech giants like IBM and Microsoft [1][3] - IBM announced a $150 billion investment over five years, with $30 billion allocated specifically for quantum computing [1][3] - Microsoft emphasized the need for increased government funding for quantum research and highlighted the competitive landscape with China [3][4] Group 2 - China is currently leading in quantum technology, with the successful development of a 105-qubit superconducting quantum computing prototype, "Zuchongzhi 3," which outperforms the fastest supercomputers by a factor of 10 trillion [3][4] - Microsoft and other tech companies are actively seeking to commercialize quantum computing, with Microsoft’s Majorana chip featuring 8 qubits and a goal of achieving at least 1 million qubits [4] - Nvidia is also investing in quantum technology by establishing a quantum research center in Boston, collaborating with leading universities and quantum companies [5][6] Group 3 - Despite the potential of quantum computing, most companies in the sector are not yet profitable and are exploring commercialization strategies [6][7] - Experts believe that quantum computing technology is still far from realizing its full potential, with predictions suggesting it may take decades to achieve practical applications [6][7] - Concerns have been raised about exaggerated claims regarding the capabilities of current quantum computing technologies, which may mislead the public and investors [7]

Company Overview - Rigetti Computing, Inc. is a pioneer in hybrid quantum-classical computing and has been operating quantum computers over the cloud since 2017 [4] - The company serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform [4] - Rigetti began selling on-premises quantum computing systems in 2021, with qubit counts ranging from 24 to 84 [4] - The company introduced its 9-qubit Novera™ QPU in 2023, designed for high-performance integration into existing cryogenic and control systems [4] - Rigetti has developed the industry's first multi-chip quantum processor for scalable quantum computing systems [4] - The company designs and manufactures its chips in-house at Fab-1, the first dedicated and integrated quantum device manufacturing facility [4] Upcoming Financial Results - Rigetti will release its first quarter 2025 results on May 12, 2025, after market close [1] - A conference call will be held on the same day at 5:00 p.m. ET to discuss financial results and provide updates on business operations [1] - Key details for the call include a webcast link and a live call participant registration link [1][2][3]

Core Insights - D-Wave Quantum Inc. (QBTS) and Accenture (ACN) are both leveraging AI to enhance their operations and establish leadership in their respective fields [1][2] D-Wave Quantum (QBTS) - QBTS has gained significant attention for its Advantage2 prototype, which outperforms classical supercomputers in solving complex magnetic material problems [3] - The company utilizes quantum annealing to optimize neural network weights, enabling the training of more complex models across various domains, including drug discovery and material sciences [4] - Financially, QBTS reported revenues of $8.8 million in fiscal 2024, unchanged from the previous year, but bookings increased by 128%, indicating potential future revenue growth [5] - The Zacks Consensus Estimate for QBTS's 2025 sales is $23.3 million, reflecting a 100% year-over-year increase, with a projected loss of 25 cents per share [9] Accenture (ACN) - ACN's growth strategy is heavily focused on AI, with significant advancements following partnerships with OpenAI and Sanctuary AI, enhancing its capabilities in the GenAI market [6] - In fiscal 2024, ACN achieved $3 billion in GenAI-related bookings, with $1.4 billion in the second quarter of fiscal 2025, positioning itself favorably in a growing market projected to expand at a CAGR of 37.6% from 2025 to 2030 [7] - The company reported a 4% year-over-year increase in managed services revenues in fiscal 2024, with an anticipated growth of 5.7% in fiscal 2025 [8] - The Zacks Consensus Estimate for ACN's fiscal 2025 sales is $68.4 billion, indicating a 5.4% year-over-year growth, with earnings projected at $12.7 per share, a 6.3% increase [10] Valuation Comparison - Accenture is trading at a forward price-to-sales ratio of 2.6, below its 12-month median of 3.09, while D-Wave Quantum's ratio is significantly higher at 81.28X compared to its median of 13.58X [11] Investment Outlook - D-Wave Quantum is viewed as a buy due to strong bookings and top-line expectations, along with its cost-effective solutions [13] - Accenture is rated as a hold, as it operates in a mature industry with slower growth potential, suggesting investors may wait for stronger earnings catalysts before investing [13][14]

Woo还看好Quantum即将在亚利桑那州坦佩市投入使用的铸造厂，这将为公司带来第二条营收来源。管 理层表示，该设施建设进展顺利，目前已进入最后调试阶段，并且已接获大量订单。铸造厂项目原由前 首席执行官William McGann领导，而他已于上周宣布退休。 在IBM(IBM.US)宣布将投资超过300亿美元用于本土制造大型主机和量子计算机的利好消息带动下， QUBT股价周一上涨了1.3%，至7.25美元。 Woo表示，投资者在看待Quantum时，应放眼更广阔的格局，尤其是公司正在积极推动商业化进程。他 预计，Quantum的营收将在2025年和2026年"大幅增长"。 目前，Quantum及其同行仍处于初创阶段，营收规模有限。根据公司3月20日发布的第四季度财报，营 收同比下滑17%至6.2万美元，运营开支则从660万美元激增至890万美元，季度净亏损扩大至5120万美 元，远高于去年同期的680万美元。这一业绩令投资者失望，导致股价当天暴跌12%，也加剧了早前由 于英伟达GTC首次"量子日"活动引发的抛售潮。 尽管财务数据令人担忧，Woo认为这是公司正处于"研发及早期商业化阶段"的自然体现。他指出， Q ...