Rigetti Computing (NasdaqCM:RGTI) FY Conference January 13, 2026 12:45 PM ET Company ParticipantsSubodh Kulkarni - President and CEOConference Call ParticipantsQuinn Bolton - Senior AnalystQuinn BoltonOkay. Thank you, everybody. Welcome to Needham's 20th Annual Growth Conference. My name is Quinn Bolton. I'm the semiconductor and quantum computing analyst for Needham. It's my pleasure to host this fireside chat with Rigetti Computing. Founded in 2013 and headquartered in Berkeley, California, Rigetti is a p ...

如果您希望可以时常见面，欢迎标星收藏哦~ 过去十年，算力的主线始终围绕着工艺微缩、架构优化和加速器堆叠展开。但今天，三条现实约束 正在同时收紧：先进制程推进的边际收益下降、数据中心能耗与散热成为系统级瓶颈、超大规模问 题的计算复杂度，开始超出经典计算的可承受范围。在这一背景下，量子计算不再被视为"遥远的 实验室技术"，而是被纳入算力长期演进路线的一部分。 在12月20日-21日的摩尔线程首届MUSA开发者大会上，摩尔线程与量子计算领域的领先企业图灵 量子正式签署战略合作协议，在英伟达凭借NVQLink布局"量子-经典协同"方案的全球背景下，这 一动作标志着中国版"量电融合"方案也正式开始试水。 QPU 与 GPU，一场"双向奔赴"的互补 长期以来，公众对量子计算存在一种误解——认为它将全面取代经典计算。但事实恰恰相反。 "GPU是'大数据、大计算'，擅长矩阵运算和大规模并行；而QPU是'小数据、超大计算'，适合处 理NP完全问题等极端复杂的搜索与模拟。"图灵量子算法负责人在采访中这样概括两者的分工。 在 NP 类问题中，这种差异尤为明显：当问题规模进入指数爆炸区间，即便是万卡 GPU 集群，也 只能在解空间边 ...

Core Insights - The quantum computing sector has gained significant attention in 2025, driven by the increasing demand from AI, with a combined market cap of over $50 billion for key players like IonQ, Rigetti, D-Wave, and Quantum Computing Inc. [1] - Stock performance for quantum computing companies has been remarkable, with IonQ rising by 92%, Rigetti by 274%, and D-Wave by 400%, largely due to the strong connection between AI and quantum technologies [2] - AI and computing expenditures are expected to remain high through 2026, with quantum revenues projected to transition into actual bookings, and McKinsey estimates the quantum industry sales to reach around $1 billion by 2025, with a long-term market potential of $198 billion by 2040 [3] Company Insights - IonQ's CEO, Niccolò De Masi, has made bold claims about quantum computing potentially replacing current AI engines, challenging Nvidia's dominance in the AI space [4][5] - De Masi emphasizes the transformative potential of quantum processors (QPUs), suggesting they could eventually supplant GPUs, which currently dominate the market [6][7] - IonQ's latest hardware, Tempo, reportedly offers a computational capacity 36 quadrillion times larger than IBM's equivalent, outperforming nearly a billion GPUs, and has demonstrated significant efficiency in specific benchmarks [8]

在GTC巴黎演讲中，英伟达CEO黄仁勋表示，量子计算正在到达一个拐点，英伟达会以多种方式与世界 各地的量子计算公司合作。未来几年或至少下一代超级计算机中，它们中的每一个都将拥有连接到GPU 的QPU。QPU将进行量子计算，而GPU将用于预处理、控制、纠错、后处理。黄仁勋宣布，现在的量子 算法堆栈可以在Blackwell200上加速。(第一财经) ...