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International Business Machines (IBM) and AMD Announce Collaboration For Delivering Advanced AI Infrastructure
Yahoo Finance· 2025-10-04 21:15
International Business Machines Corporation (NYSE:IBM) is one of the Best Quantum Computing Stocks to Buy and Hold for 5 Years. On October 1, International Business Machines Corporation (NYSE:IBM) and AMD announced a collaboration focused on delivering advanced AI infrastructure to Zyphra, which is an open-source AI research and product company. Under the multi-year agreement between International Business Machines Corporation (NYSE:IBM) and Zyphra, the former is positioned to deliver a large cluster of AM ...
Quantum Computing Can Generate $1 Trillion Economic Value by 2035: 2 Quantum Artificial Intelligence (AI) Stocks to Buy Now
The Motley Fool· 2025-10-02 00:00
Core Insights - Quantum computing represents a high-risk, high-reward investment opportunity, potentially surpassing the impact of artificial intelligence [1] - The combination of quantum computing and AI is projected to generate over $1 trillion in economic value by 2035 [2] Company Analysis: International Business Machines (IBM) - IBM is transitioning from its traditional mainframe and enterprise software business to become a leader in quantum computing, achieving a significant milestone with the deployment of IBM Quantum System Two in Japan [3] - The company has accumulated nearly $1 billion in bookings for its quantum business from 2017 to early 2025, indicating a shift from research to monetization [4] - IBM aims to demonstrate quantum advantage by 2026 and plans to reveal the first error-corrected quantum computer by 2028, with a goal of building a large-scale, fault-tolerant quantum computer by 2029 [5] - The open-source quantum computing software ecosystem, Qiskit, is designed to create a loyal customer base and facilitate practical quantum applications [6] - In Q2 of fiscal 2025, IBM reported $17 billion in revenue (5% year-over-year increase) and $2.80 in non-GAAP earnings per share (15% year-over-year increase), with $4.8 billion in free cash flow [7] - The hybrid infrastructure business, particularly the IBM Z platform, saw a revenue increase of 67% year-over-year, driven by hybrid cloud architecture adoption for AI workloads [8] - IBM's forward P/E ratio is 21.9, significantly lower than its five-year average of 38.7, making it an attractive investment option [9] Company Analysis: IonQ - IonQ is a pure-play quantum hardware company utilizing trapped-ion qubits, which are believed to offer cost and power advantages over superconducting qubits [11][12] - The trapped-ion system provides more stable qubits, reducing error rates, and IonQ is experiencing commercial success through partnerships with organizations like AIST G-QuAT and KISTI [13][14] - In Q2 of fiscal 2025, IonQ's revenues increased by 81.8% year-over-year to $20.7 million, exceeding revenue guidance [15] - IonQ has a strong balance sheet with $1.6 billion in pro forma cash following a $1 billion equity raise, and it expects fiscal 2025 revenues between $82 million and $100 million [15] - The company aims to achieve 800 logical qubits by 2027 and 80,000 by 2030, indicating rapid progress in addressing commercial challenges across various industries [16] - Despite facing execution risks and not yet being profitable, IonQ offers significant upside potential in the quantum computing space, albeit with a high price-to-sales ratio of over 380x [17]
IBM and AMD Join Forces to Build the Future of Computing
Prnewswire· 2025-08-26 10:00
Core Insights - IBM and AMD are collaborating to develop next-generation computing architectures that integrate quantum computers and high-performance computing, termed quantum-centric supercomputing [1][3] - The partnership aims to create scalable, open-source platforms that leverage IBM's expertise in quantum computing and AMD's strengths in high-performance computing and AI accelerators [1][3] Quantum Computing Overview - Quantum computing represents information using qubits, allowing for a richer computational space compared to classical bits, which can only be zero or one [2] - This technology is expected to solve complex problems in various fields, including drug discovery, materials discovery, optimization, and logistics [2] Hybrid Computing Model - The proposed quantum-centric supercomputing architecture will utilize quantum computers alongside high-performance computing and AI infrastructure, enabling different components of a problem to be addressed by the most suitable paradigm [3] - Future applications may include quantum simulations of atomic and molecular behavior, while classical supercomputers handle large-scale data analysis [3] Integration of Technologies - AMD and IBM are exploring the integration of AMD CPUs, GPUs, and FPGAs with IBM quantum computers to accelerate emerging algorithms that are currently beyond the capabilities of either technology alone [4] - This collaboration could advance IBM's goal of delivering fault-tolerant quantum computers by the end of the decade, with AMD's technologies providing real-time error correction capabilities [4] Demonstration and Ecosystem Development - An initial demonstration is planned for later this year to showcase the collaboration between IBM quantum computers and AMD technologies in hybrid quantum-classical workflows [5] - The companies will also investigate how open-source ecosystems, such as Qiskit, can facilitate the development and adoption of new algorithms leveraging quantum-centric supercomputing [5] Current Initiatives - IBM has initiated steps to integrate quantum and classical computing, including a partnership with RIKEN to connect IBM's modular quantum computer with Fugaku, one of the fastest classical supercomputers [6] - Collaborations with industry leaders like Cleveland Clinic and Lockheed Martin aim to demonstrate the combined capabilities of quantum and classical resources for solving complex problems [6] AMD's Achievements - AMD powers the first supercomputer to break the exascale barrier, Frontier, and also drives El Capitan, making it the provider for the two fastest supercomputers globally [7] - Beyond high-performance computing, AMD's technologies support numerous generative AI solutions for leading enterprises and cloud providers [7]
The Smartest Quantum Computing Stocks to Buy Now
The Motley Fool· 2025-08-11 09:45
Core Insights - The quantum computing revolution is expected to deliver transformative returns for companies involved in this technology [1] - Despite high growth potential, monetization opportunities in quantum computing are currently limited, making it prudent for investors to focus on companies already generating revenue and profits [3] Company Summaries Nvidia - Nvidia is a leader in accelerated computing and plays a critical role in building global AI infrastructure, generating significant cash flows to invest in quantum computing [4] - The company launched Nvidia DGX Quantum, the first GPU-accelerated quantum computing system, providing essential software and hardware infrastructure for quantum developers [5] - Nvidia has formed partnerships with several companies to enhance quantum hardware collaboration, and it generated $60.8 billion in free cash flow in fiscal 2025, with a revenue increase of 69% year over year to $44.1 billion [6][7] - Trading at nearly 36 times forward earnings, Nvidia's stock is positioned for growth as it provides essential tools for quantum companies [8] International Business Machines (IBM) - IBM has transformed from a legacy technology company to a major player in enterprise AI and has been investing in quantum computing since the 1980s, with tangible results emerging in recent years [9] - The launch of the 127-qubit Eagle processor and the Quantum System Two in Japan are significant milestones, with cumulative revenue of around $1 billion from quantum initiatives since 2017 [10] - IBM's core business is profitable, with a generative AI book of business worth $7.5 billion and free cash flow guidance of over $13.5 billion for 2025, providing financial flexibility for quantum investments [11] - Quantum technology represents a growing portion of IBM's business and could be a significant growth catalyst in the long run [12] Microsoft - Microsoft is a leader in quantum computing, with recent breakthroughs including the creation of advanced quantum bits and the unveiling of the Majorana 1 quantum processor [13] - The Azure Quantum service offers cloud-based quantum computing capabilities, allowing clients to access quantum hardware and software, with plans to ship commercial quantum computers in 2025 [14] - Microsoft integrates quantum computing with AI, launching the Quantum Ready program to prepare businesses for quantum transformation, and its Azure cloud business generated over $75 billion in revenue in fiscal 2025 [15][16]
QBTS vs. IBM: Why is D-Wave Quantum a Smarter Buy Right Now?
ZACKS· 2025-06-25 20:01
Core Insights - D-Wave Quantum (QBTS) and IBM are leading players in the rapidly commercializing quantum computing sector, each adopting distinct strategies and technologies [1][2][3] Company Performance - D-Wave Quantum's stock surged 1312.3% over the past year, significantly outperforming the sector's 8.2% gain and the S&P 500's 11% increase, while IBM's stock rose 76.2% during the same period [4] - D-Wave has secured multiple six- and seven-figure contracts, including a notable $5 million multi-year subscription with a top-five global financial services firm [6][10] Technological Advancements - D-Wave's Advantage2 quantum computer features over 4,400 qubits and has demonstrated significant performance improvements, including a 75% noise reduction and the ability to run complex simulations in minutes that would take classical systems over a million years [8][9][10] - IBM launched its Quantum System Two at RIKEN in Japan, utilizing the 156-qubit Heron processor, and is integrating quantum systems with classical supercomputers to enhance computational capabilities [11][12] Market Positioning - D-Wave is focusing on immediate commercial applications and has achieved notable success in hybrid quantum-classical solutions, while IBM is pursuing a long-term vision centered on fault tolerance and scalability [2][17] - Analysts project a 7.1% upside for D-Wave Quantum's stock, contrasting with an expected decline of 11.6% for IBM's stock [13][15] Investment Outlook - D-Wave Quantum is viewed as a more compelling near-term investment opportunity compared to IBM, given its current market traction and technological advancements [17]
华尔街到陆家嘴精选丨美国消费者信心意外下降 鲍威尔重申不急于降息;美元开始长期走贬?AI应用浪潮席卷华尔街!
Di Yi Cai Jing Zi Xun· 2025-06-25 01:25
Group 1: Consumer Confidence and Monetary Policy - US consumer confidence unexpectedly declined by 5.4 points to 93, below economists' expectations, with concerns over the economic impact of increased import tariffs [1] - Federal Reserve Chairman Jerome Powell stated that the Fed is not in a hurry to cut interest rates, emphasizing the need to observe the effects of tariff policies on the economy [1][2] - The proportion of consumers expecting interest rate increases over the next year rose to 57%, the highest since October 2023 [1] Group 2: Dollar Performance and Investment Trends - The dollar is on track for its worst first-half performance since 1986, with global investors reducing their dollar asset allocations, leading to a drop in the dollar index to a three-and-a-half-year low [3] - The weakening of the dollar is attributed to the erosion of its reserve currency status, with significant debt maturity pressures expected in 2027 [3][4] - Investment banks are increasingly bearish on the dollar, with a 9.7% decline observed this year [4] Group 3: Oil Price Movements - Oil prices have seen a significant drop, with WTI crude futures falling nearly 15% over two trading days, closing at $64.37 per barrel [5] - The decline is primarily due to a ceasefire agreement between Israel and Iran, alleviating concerns over Middle Eastern oil supply disruptions [5] - Market dynamics indicate that oil prices may remain under pressure due to geopolitical factors and the impact of tariffs on the global economy [5][6] Group 4: AI Integration in Financial Services - Goldman Sachs launched the "GS AI Assistant" across the company to enhance employee productivity, with approximately 10,000 employees already using the tool [6] - The integration of AI in banking is moving from experimentation to deep integration, with other major banks like Citigroup and Morgan Stanley also deploying AI tools [6][7] - The trend indicates a shift towards vertical functionality and company-wide infrastructure in AI applications within the financial sector [7] Group 5: Quantum Computing Developments - IBM and Japan's RIKEN have deployed the IBM Quantum System Two in Japan, featuring the latest 156-qubit "Heron" processor [8] - This initiative aims to advance the integration of quantum computing with supercomputing technologies, supported by Japan's economic development agencies [8][9] - The market is witnessing a growing interest in quantum computing, with expectations of a $22 billion market for hybrid architectures by 2027 [9]
IBM and RIKEN Unveil First IBM Quantum System Two Outside of the U.S.
Prnewswire· 2025-06-24 01:00
Core Insights - IBM has launched its first Quantum System Two outside the United States, co-located with RIKEN's supercomputer Fugaku in Japan, marking a significant milestone in quantum computing [1][4] - The IBM Quantum System Two is powered by the 156-qubit IBM Quantum Heron processor, which has demonstrated a two-qubit error rate of 3x10^-3, significantly improving performance over the previous generation [1][2] - The integration of quantum and classical computing systems aims to enhance research capabilities in advanced algorithms, particularly in fundamental chemistry problems [2][3] Company Developments - The IBM Quantum System Two was officially launched on June 24, 2025, during a ceremony attended by key figures from IBM and RIKEN, highlighting the collaboration between the two organizations [4][5] - The connection between IBM's quantum system and Fugaku allows for the development of hybrid workflows that leverage the strengths of both quantum and classical computing [3][5] Research and Innovation - The collaboration aims to discover algorithms that provide quantum advantage, enabling faster, cheaper, or more accurate solutions compared to classical methods [6] - Recent research featured in Science Advances demonstrates the potential of near-term quantum computers to model complex systems, such as the electronic structure of iron sulfides, which is crucial for various chemistry applications [6]
IBM Unveils $150 Billion Investment in America to Accelerate Technology Opportunity
Prnewswire· 2025-04-28 12:30
Core Insights - IBM plans to invest $150 billion in America over the next five years to enhance its role in global computing and stimulate the economy [1] - The investment includes over $30 billion dedicated to research and development for mainframe and quantum computer manufacturing in the U.S. [1] - IBM emphasizes its commitment to American jobs and manufacturing, aiming to maintain its leadership in advanced computing and AI capabilities [1] Investment and Economic Impact - The investment is expected to create new economic opportunities in the U.S. and globally, reinforcing IBM's commitment to innovation [4] - IBM's mainframes, manufactured in Poughkeepsie, New York, handle over 70% of the world's transactions by value, highlighting their critical role in the economy [2] Quantum Computing Initiatives - IBM operates the world's largest fleet of quantum computer systems, with plans to continue designing and assembling these systems in America [3] - Quantum computing is identified as a significant technological shift that will address problems beyond the capabilities of conventional computers, enhancing American competitiveness and national security [3] - IBM's Quantum Network provides access to quantum systems for nearly 300 Fortune 500 companies and has over 600,000 active users [3]
IBM and Basque Government announce plan to install Europe's first IBM Quantum System Two at the IBM-Euskadi Quantum Computational Center in Spain
Prnewswire· 2025-03-13 16:13
Core Insights - The Basque Government and IBM announced the installation of Europe's first IBM Quantum System Two at the IBM-Euskadi Quantum Computational Center in San Sebastian, Spain, expected to be completed by the end of 2025 [1][2][7] - This initiative is part of the BasQ program aimed at establishing the Basque Country as a leading technology hub, enhancing the region's quantum ecosystem [1][3][8] Group 1: Quantum Technology Deployment - The IBM Quantum System Two will be powered by the IBM Quantum Heron processor, which is capable of executing utility-scale algorithms and can expand to multiple processors in the future [2][7] - The installation aims to provide researchers and industry experts in Spain with advanced quantum technologies and tools for algorithm development, driving the quantum ecosystem towards achieving a quantum advantage within two years [5][9] Group 2: Economic and Educational Impact - The center will support the Basque Government's IKUR 2030 vision for quantum technologies, focusing on economic development, workforce building, and sustainability efforts [3][4] - The arrival of the IBM Quantum System Two is expected to enhance the scientific, technological, and innovation ecosystem in the Basque Country, facilitating high-level education programs and international collaborations [4][8] Group 3: Collaboration and Workforce Development - IBM and the Basque Government are collaborating on workforce programs to build world-class talent in quantum computing, promoting education and skill-building through immersive learning programs [9][12] - The center will serve as a hub for researchers from various institutions, enhancing the region's capacity for fundamental scientific research and increasing the number of quantum-trained professionals [8][9]