Key Takeaways Pure-play quantum stocks QBTS and RGTI saw early 2025 gains fade into volatility as valuations stretched.Amazon's AWS advanced quantum via Braket and launched the Ocelot chip to improve error correction efficiency.IBM unveiled the 120-qubit Quantum Nighthawk, aiming to scale hardware and software for 2026 progress.In the first several months of 2025, pure-play quantum computing stocks such as Rigetti Computing (RGTI) and D-Wave Quantum (QBTS) delivered spectacular returns as investors chased e ...

International Business Machines Corp (NYSE:IBM) is reportedly in advanced discussions to acquire data-infrastructure company Confluent Inc (NASDAQ:CFLT) for approximately $11 billion.IBM’s Business Restructuring Around AIIBM is close to finalizing a deal to buy Confluent, a company that provides technology for managing real-time data streams used in large artificial intelligence models, reported The Wall Street Journal on Sunday.If completed, the acquisition would mark IBM's most significant recent deal as ...

Group 1 - Quantum stocks have experienced significant declines amid a tech market pullback, with some analysts suggesting the AI trade may be in a bubble [1][2] - Stocks like D-Wave Quantum (QBTS) have plunged 55-60% from their recent peaks after more than doubling in value in a short period [2][6] - Nvidia's strong quarterly results provided a temporary boost to speculative tech trades, but the overall market trend remains negative [3][4] Group 2 - Nvidia introduced NVQLink as a lower-risk quantum product, which may offer investors a safer way to engage with quantum technology [4][6] - Investors are advised to monitor the $18-20 support range for D-Wave Quantum, as breaking this level could lead to further declines [5][6] - IBM has unveiled new quantum processors, Quantum Nighthawk and Quantum Loom, as part of its ongoing quantum roadmap [6]

Core Insights - IBM is on track to achieve quantum advantage by the end of next year and fault-tolerant quantum computing by 2029 [1][2] - The company introduced a new quantum processor, Quantum Nighthawk, which can handle circuits with 30% higher complexity and will be delivered to users by the end of this year [1] - IBM's new quantum software has improved circuit accuracy by 24% while reducing extraction costs by over 100 times [1] Group 1 - IBM's Quantum Nighthawk processor features 120 qubits and connects through 218 next-generation tunable couplers, representing an increase of over 20% compared to IBM Quantum Heron [1] - The company is transitioning to a 300mm wafer fabrication facility to double the speed of quantum development and increase processor complexity by ten times [1] - IBM announced new experimental results in collaboration with partners like Algorithmiq and Flatiron Institute, leading to a new open community quantum advantage tracker [1] Group 2 - Jay Gambetta, IBM's research director, emphasized the company's unique position to rapidly innovate and scale quantum software, hardware, manufacturing processes, and error correction technologies [2] - IBM has recently entered the second phase of the DARPA quantum benchmarking program, indicating significant progress in its quantum computing efforts [2] - The stock price of IBM rose by 2.02% to $320.06 following these announcements [2]