IBM Quantum Computer Accurately Simulates Real Magnetic Materials, Reproducing National Laboratory Data Accessibility StatementSkip Navigation YORKTOWN HEIGHTS, N.Y., March 26, 2026 /PRNewswire/ -- IBM (NYSE: IBM) today announced new results that its quantum computer can simulate real magnetic materials with results that match neutron scattering experiments, marking a significant step towards using quantum computers as reliable tools for scientific discovery. The work, reported in a pre-print, was condu ...

022-23861563 重点品种推荐 （2）MiniMax 发布支持全模态模型的 Token Plan，M2.7 模型受欢迎程度超 预期； 行 行业周报 业 "词元经济"方兴未艾，算力产业链充分受益 | | | ——计算机行业周报 | | | | --- | --- | --- | --- | --- | | 究 | 分析师： 连天龙 SAC NO： | S1150525070002 2026 年 | 03 月 | 26 日 | 计算机 投资要点： 证券分析师 连天龙 行业要闻 liantl@bhzq.com （1）官方定调，AI 时代"词元经济"崛起； 虹软科技 增持 （3）PC 硬件涨价潮从内存蔓延至 CPU，英特尔、AMD 上调全系列 CPU 价 格。 证 近三月行业指数走势图 券 研 究 相关研究报告 国内云厂商相继提价，算力需 求持续释放——计算机行业 周报 业周报 （1）优博讯：发布 2026 年第一季度业绩预告； （2）万达信息：发布关于签订《日常关联交易框架协议》的公告。 行情回顾 气持续验证——计算机行业3 报 告 3 月 19 日至 3 月 25 日，沪深 300 下跌 2.59%，申万 ...

近期，多个国产笔记本品牌被曝出使用旧款CPU冒充新款CPU的造假事件，引发广大网友关注。 这类造假之所以难以被普通用户发现，是因为其手段非常隐蔽，属于系统性的技术欺诈。造假者通过修改AMD CPU的MSR寄存器，在BIOS固件层面覆盖了处理 器的真实名称字符串。 由于Windows系统、任务管理器以及旧版本的CPU-Z （全新2.19 版本已能识别真实型号） 等软件都直接读取BIOS提供的信息，因此它们都会将这颗老旧的 5500U错误地识别并显示为新款的7430U。 事件最初由品牌驰为 (Chuwi) 的CoreBook X/Plus等机型引发。点此了解。 现在，另一国产笔记本品牌 Ninkear 的A15 Pro等机型也被发现存在同样问题，厂商在宣传中标注搭载性能更强的"锐龙5 7430U"处理器，但消费者实际收到的产 品内部却是性能较弱的"锐龙5 5500U"。 据科技媒体 Notebookcheck 的报道，厂商在初期提供的评测样机中使用的是宣传的"锐龙5 7430U"处理器，而在后续面向消费者的零售版本中则进行了"偷梁换 柱"。 该媒体随后从公开渠道购买了一台近期生产的零售版 A15 Pro 进行核实 ...

Not many tech companies can boast that they’ve been around for a century, but then again, not many companies are IBM (IBM). (Its tagline on TikTok, humorously, is “Yes, we’re still in business.”) The mainframe computing giant has undergone a remarkable transformation in the past decade, emerging as a leading force in hybrid cloud and AI technology, particularly following its 2019 acquisition of Red Hat, which added open-source software to its portfolio and helped shares climb 78%. In fact, its software ...

Dell Reimagines Commercial PCs with New Sleek and Powerful Designs Dell Reimagines Commercial PCs with New Sleek and Powerful Designs Share Woman working on a Dell Pro 14 Premium ROUND ROCK, Texas--(BUSINESS WIRE)-- Dell Technologies(NYSE: DELL) today introduces a transformed commercial portfoliospanning Dell Pro notebooks, Dell Pro Precision workstations, desktops, monitors and client peripherals. Thinner, lighter and more powerful, the new lineup brings a bold, refined design language to commercial device ...

Dell Technologies Inc. (NYSE:DELL) is one of the 10 Stocks Grabbing Investor Attention Today. Dell Technologies soared to a new all-time high on Tuesday following a four-day run, as investors continued to take path from an optimistic analyst rating, while favoring technology stocks seen as less vulnerable from the Middle East tensions. In intra-day trading, Dell Technologies Inc. (NYSE:DELL) soared to its highest price of $178.31 before trimming gains to finish the session just up by 7.49 percent at $176 ...

Core Insights - Dell Technologies (DELL) is experiencing significant growth in its AI server business, which is now the primary driver of the company's long-term growth strategy [1][9] - In fiscal 2026, DELL reported $64 billion in AI orders, $25 billion in shipments, and a $43 billion backlog, indicating strong revenue visibility for upcoming quarters [1][9] AI Server Business Growth - AI-optimized server revenues have surged over fourfold year-over-year in Q4 of fiscal 2026, with projections nearing $50 billion for fiscal 2027 [2][9] - DELL serves over 4,000 AI customers across various sectors, including enterprises, cloud providers, and government entities, which diversifies its client base and reduces reliance on a few customers [2] Competitive Advantages - DELL's engineering capabilities, rapid deployment, and end-to-end lifecycle services enable it to secure large AI infrastructure deals effectively [3] - The company offers flexible financing solutions that make AI infrastructure more accessible to customers, further driving adoption [3] Profitability and Revenue Outlook - Although AI server margins are in the mid-single-digit range, DELL maintains profitability through its scale, strong supply chain, and pricing discipline [4] - The Zacks Consensus Estimate anticipates a revenue increase of 24.22% year-over-year in fiscal 2027, reflecting the company's strong position to convert its backlog into sustained revenue and earnings growth [4] Competitive Landscape - Super Micro Computer (SMCI) poses a significant competitive threat to DELL in the AI server market, leveraging fast innovation and strong partnerships with NVIDIA and AMD [5] - Hewlett Packard Enterprise (HPE) competes with DELL through its enterprise-focused AI strategy and GreenLake cloud platform, benefiting from strong demand and a growing backlog [6] Share Price and Valuation - DELL's shares have appreciated 18.5% year-to-date, outperforming the broader Zacks Computer & Technology sector and the Zacks Computer - Micro Computers industry [7] - The company's forward price-to-earnings ratio stands at 11.56, significantly lower than the industry average of 27.72, indicating a favorable valuation [10] Earnings Estimates - The Zacks Consensus Estimate for fiscal 2027 earnings is projected at $12.71 per share, reflecting a 12.5% increase over the past 30 days and suggesting a year-over-year growth of 23.4% [13]

Core Insights - Charles H. Bennett, an IBM Fellow, has been awarded the 2025 A.M. Turing Award for his significant contributions to quantum information science, which have reshaped the understanding of computation and communication [2][12] - The award is shared with Gilles Brassard, highlighting their collaboration that merged physics and computer science into a new discipline [2][6] Contributions to Quantum Information Science - Bennett's work has laid the foundation for key concepts in quantum information science, including quantum cryptography, quantum teleportation, and entanglement distillation, which are essential for modern quantum computing [3][6] - His landmark 1973 paper on logical reversibility of computation established information as a physical concept, influencing future breakthroughs in computing [7] Professional Journey and Collaborations - Bennett's career at IBM Research spans over five decades, where he has been instrumental in transforming theoretical quantum concepts into practical applications [6][10] - His collaboration with Stephen Wiesner on "quantum money" and with Brassard on the first practical quantum cryptography protocol, BB84, exemplifies his role in advancing the field [5][8] Recognition and Legacy - The A.M. Turing Award is considered the "Nobel Prize in computing," and Bennett is the seventh IBM researcher to receive this honor, underscoring IBM's legacy in quantum computing [2][12] - Bennett's insights have inspired ongoing research at IBM, including the development of quantum-centric supercomputing architectures and the goal of creating a large-scale, fault-tolerant quantum computer by 2029 [11][12]

Core Insights - The company reported steady revenue growth with all business segments achieving double-digit growth, with FY3Q2026 revenue at $22.2 billion, up 18.1% year-on-year and 8.6% quarter-on-quarter, while net profit was $546 million, down 21.2% year-on-year but up 60.3% quarter-on-quarter [1] Business Performance - The company's smart devices, infrastructure solutions, and service solutions segments generated revenues of $15.755 billion, $5.176 billion, and $2.652 billion respectively, with year-on-year growth rates of 14.3%, 31.4%, and 17.5% [1] - The company maintained its leadership in the personal computer market with a global market share of 25.3% in Q4 2025, an increase of 1.0 percentage points year-on-year, and AI PC revenue saw high double-digit year-on-year growth [1] - The mobile phone business benefited from strong performance of the Motorola Edge series, achieving record sales and activations [1] AI and Infrastructure Solutions - AI server revenue experienced high double-digit year-on-year growth, supported by the deployment of the GB300 NVL72 rack-level solution, with a project reserve of $15.5 billion [2] - The company’s ISG (Infrastructure Solutions Group) reported an operating loss of $11 million in FY3Q2026, but with expectations of continued improvement and potential revenue balance in FY25/26 [2] Financial Metrics - The company’s operating expense ratio was 11.6%, down 0.7 percentage points quarter-on-quarter, with specific expense ratios for sales, management, R&D, and financial expenses [2] - Gross margin was 15.1%, down 0.3 percentage points quarter-on-quarter, primarily due to rising raw material costs and lower profit margins in the ISG business [2] - Net margin improved to 2.5%, up 0.8 percentage points quarter-on-quarter [2]

Group 1 - The goal is to achieve a fault-tolerant quantum supercomputer by 2029, with advancements in qubits and quantum processors already being utilized in real-world applications such as medical work at Cleveland Clinic and bond pricing at HSBC [1] - Error correction in quantum computing is expected to be demonstrated within this year and the next, marking a significant milestone in the development of quantum technology [1] - There is a strong investment focus on integrating classical and quantum computing, with a roadmap for quantum-centric supercomputing that has garnered significant attention [2] Group 2 - Collaborations with academic institutions and national labs are enhancing the tangible progress in quantum computing, with notable projects in Illinois, RPI, and MIT [2] - The perception of quantum computing is shifting, as stakeholders recognize it as a viable technology rather than a concept confined to science fiction [3]