量子计算行业前景 - 量子计算是一项潜在的颠覆性技术，其发展是一场马拉松而非短跑 [1][12] - 该技术有望加速人工智能发展、变革药物发现、并革新材料科学、物流和天气预报等多个领域 [3] - 2026年可能成为量子计算接受现实检验的一年，投资者或需调整关注点 [2] Rigetti Computing 公司分析 - 作为纯量子计算公司，其股价在2025年因投资者热情而飙升 [1] - 公司专注于超导量子计算，其Cepheus-1-108Q系统支持108量子比特，计划在2026年第一季度末全面上市，届时将成为最大的模块化量子计算系统 [4] - 公司拥有首座专门用于制造量子集成电路的专用工厂，其设计和制造能力被认为是一流的 [5] - 公司持续亏损，最近一个报告季度的收入仅为190万美元 [6] - 公司面临来自同样采用超导路线的强大竞争对手的激烈竞争 [6] - 公司的命运和未来取决于其技术是否至少能与竞争对手相媲美，但这并无保证 [11] IBM 公司分析 - IBM被认为是拥有真实现金流的量子计算领域资深企业 [2] - 其量子计算业务拥有超过300家客户和合作伙伴，包括波音、克利夫兰诊所、橡树岭国家实验室和富国银行 [7] - 公司开发了全球使用最广泛的开源量子计算软件栈Qiskit [8] - 公司已发布支持120量子比特的Quantum Nighthawk QPU，而Rigetti推迟了其108量子比特系统的发布 [8] - 据IBM研究总监称，2026年将是实现量子优势（即量子计算机能比经典计算机更准确、更便宜或更高效地解决实际问题）的一年 [9] - 公司制定了雄心勃勃的路线图：计划到2029年构建一台容错200量子比特的量子计算机，并相信2033年后将拥有支持高达2000量子比特的强大系统 [9] - 公司拥有雄厚资金支持其量子计算目标：预计2025年全年自由现金流约为140亿美元，截至2025年第三季度末，现金头寸为149亿美元 [10] - 公司所有业务部门收入均在增长，且盈利能力强 [10] - 即使量子计算投资未达预期，公司凭借其适应技术变革（如人工智能崛起）的能力，仍能取得成功 [11] 投资对比与结论 - 长期来看，Rigetti Computing可能成为巨大赢家，但IBM更有能力跑完量子计算的马拉松全程 [11][12] - 在两家公司股票之间选择时，IBM是更明智的量子计算投资选择 [12]

Key Takeaways Northrop Grumman is expanding its quantum role via investments and research ties, including a $12.5M pledge.NET is advancing post-quantum security with cryptography support in Zero Trust, protecting over 35% traffic.ARQQ launched Encryption Intelligence and landed pilot and multi-year telecom deals.The recently announced $1.8 billion acquisition of SkyWater Technology by IonQ (IONQ) marks a strategic inflection point in the evolution of the quantum computing industry. By bringing a U.S. semico ...

NEW YORK, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Quantum Corporation (NASDAQ: QMCO) breached their fiduciary duties to shareholders. According to a federal securities lawsuit, Insiders at Quantum caused the company to misrepresent or fail to disclose that: (1) Quantum Corporation improperly recognized revenue during the fiscal year ended March 31, 2025; (2) as a result, Quantum Corporation would need to ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Once upon a time, I used to work in New York City as a professional proprietary trader - that is, someone who works for a private trading company, taking risk in the markets and getting paid a cut of whatHere at PropNotes, I focus on uncovering high-yield investment opportunities for individual investors.With a background in professional prop trading, my goal is to break down complex concepts into clear, actionable insights that help you achieve better returns.Follow me today and take control of your portfo ...

NEW YORK, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed on behalf of shareholders of Quantum Biopharma Ltd. (“Quantum” or the “Company”) (NASDAQ: QNTM).   Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.  The class action concerns whether ...

PALO ALTO, Calif. & BOCA RATON, Fla.--(BUSINESS WIRE)--D-Wave Quantum Inc. (NYSE: QBTS) ("D-Wave†or the "Company†), the only dual-platform quantum computing company, providing annealing and gate-model systems, software, and services, today announced that Florida Atlantic University (FAU) has signed an agreement to purchase and install an Advantage2TM annealing quantum computer at its Boca Raton campus. The agreement represents a $20 million commitment from FAU, aiming to accelerate and solidif. ...

"Risk Factors†discussed under the caption "Item 1A. Risk Factors†in Part I of our most recent Annual Report on Form 10-K or any updates discussed under the caption "Item 1A. Risk Factors†in Part II of our Quarterly Reports on Form 10-Q and in our other filings with the SEC. Undue reliance should not be placed on the forward-looking statements in this press release in making an investment decision, which are based on information available to us on the date hereof. We undertake no duty to update this informat ...

PALO ALTO, Calif.--(BUSINESS WIRE)--D-Wave Quantum Inc. (NYSE: QBTS) ("D-Wave†or the "Company†), the only dual-platform quantum computing company, providing annealing and gate-model systems, software, and services, today announced key product and technology milestones that underscore accelerating customer adoption and progress. At Qubits 2026, D-Wave's annual user conference today, the Company will introduce new hybrid solver capabilities that enable customers to incorporate machine learning m. ...

文章核心观点 - 文章重点分析了Rigetti Computing、D-Wave Quantum和IonQ三家量子计算公司通过建立战略合作伙伴关系来加速技术开发、验证和商业化应用的策略 这些合作旨在将量子硬件与人工智能、超级计算、公共部门研究以及具体行业应用相结合 以在完全容错量子计算机实现之前 创造近期实用价值并降低商业化风险 [2][3][5][6][7][8] Rigetti Computing (RGTI) 战略分析 - 公司通过将量子硬件与AI超级计算和公共部门研究生态系统紧密结合来确立差异化定位 其支持NVIDIA NVQLink平台 以实现量子处理器与AI超级计算机之间的高速、低延迟连接 这被视为实现近期量子价值最实用的途径 [2] - 公司积极拓展学术和政府合作以强化创新和人才培养 例如 密歇根州立大学成为首个运营其本地量子系统的学术机构 同时公司与印度C-DAC签署谅解备忘录 共同开发混合量子系统、应用流程和人才管道 这些举措扩大了其全球影响力 并使其产品开发从一开始就与实际研究及企业需求保持一致 [3] - 根据公司2026-2027年发展路线图 其目标是在2026年底前推出150+量子比特系统 双量子比特门保真度约为99.7% 并在2027年左右推出1000+量子比特平台 保真度接近99.8% 其合作驱动的战略有助于早期验证和现实测试 提高路线图里程碑发展为可扩展、具有商业意义的量子平台的可能性 [4][5] D-Wave Quantum (QBTS) 近期动态 - 公司通过与商业和研究客户的应用程序主导型合作持续积累发展势头 合作伙伴包括一家美国主要航空公司、SkyWater、日本烟草的制药部门、Yapi Kredi以及多所全球大学 [6] - 公司致力于现实世界的混合用例合作 例如与巴斯夫进行制造优化 以及与北威尔士警察局成功完成了事件响应部署的技术验证 这些合作凸显了公司通过实际量子应用关注近期效用和重复使用 [6] IonQ (IONQ) 近期动态 - 公司通过其子公司ID Quantique帮助部署了斯洛伐克首个国家量子通信网络 增强了网络安全能力 并将其技术与欧洲不断扩展的量子数字框架更紧密地联系起来 [7] - 在商业应用方面 公司与加拿大CCRM建立了投资和技术合作伙伴关系 旨在加速量子和量子-AI工具在再生医学中的应用 这将其系统更深入地嵌入到先进的药物发现和疗法开发工作流程中 [8][9]