Investors continue to invest in technology stocks, particularly those with an artificial intelligence (AI) theme. However, for some investors, their choice of stocks to buy may be based on FOMO (fear of missing out) rather than allowing a deeper understanding of what’s happening in the tech space to inform their investment decisions. One area to consider is how cloud computing is changing. The idea of accessing data and running applications via the internet, as opposed to local computers and servers, is ove ...

Key Takeaways RGTI surged 44% in one month after achieving 99.5% fidelity on its new 36-qubit modular system.RGTI aims to launch a 100+ qubit chiplet-based architecture by late 2025 using its modular design.RGTI's full-stack model enables faster iteration by integrating chip fabrication, hardware, and cloud access.Rigetti Computing (RGTI) has surged nearly 44% over the past month, buoyed by a significant technical milestone announced on July 16. The company achieved 99.5% median two-qubit gate fidelity on i ...

Key Takeaways CRWV is scaling fast with a new $6B data center and $259B backlog but faces execution and concentration risks.AMZN's AWS posted 17% revenue growth amid strong demand for its cloud and AI offerings.CRWV serves AI hyperscalers, but 77% of 2024 revenue came from two clients, posing high customer risk.Both CoreWeave (CRWV) and Amazon (AMZN) , through the Amazon Web Services platform, provide cloud infrastructure tailored for AI workloads.CoreWeave provides specialized GPU-accelerated infrastructur ...

Key Takeaways QUBT's Dirac-3 system is seeing real-world use in biomedical, aerospace and industrial R&D sectors.QUBT expanded its NASA work and sold EmuCore to a major automaker for quantum AI research.QUBT shares rose 137.7% in 3 months, outperforming industry, sector and S&P 500 gains.Quantum Computing Inc. (QUBT) is gaining commercial momentum with its Dirac-3 quantum optimization system being used in practical, real-world settings across key sectors.In biomedical research, QUBT is working with the Sand ...

Stocks across the quantum computing sector have posted strong gains since the start of a summer-long rally, driven by a powerful series of technical and commercial achievements. This progress suggests the quantum computing industry is reaching an inflection point, moving from the research lab toward a commercial reality. With seemingly assured commercial success, market attention is now turning to quantum computing's potential to transform the entire technology sector fundamentally. This transformation's pr ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Unsplash/CC0 Public Domain US tech giant Amazon has shut down its artificial intelligence research lab in Shanghai, a source with direct knowledge of the matter confirmed to AFP. News that the lab, part of cloud division Amazon Web Services (AWS), has closed comes with AI at the forefront of a tech race between China a ...

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谷歌从ServiceNow获得12亿美元云计算合同。 ...

核心观点 - NVIDIA和D-Wave Quantum在科技领域表现突出，分别受益于人工智能和量子计算的进展 [1] - D-Wave Quantum股价年内上涨1417%，NVIDIA股价年内上涨271% [1][2] - 两家公司均展现出强劲的财务表现和增长潜力，但投资价值需结合发展阶段和估值水平评估 [9][12] D-Wave Quantum股票看涨因素 - 股价表现：年内涨幅1417%，2024年涨幅854%，近期因分析师上调目标价至22美元而上涨 [2][3] - 技术进展：Advantage2量子计算机拥有超过400量子比特并已向商业客户开放 [3] - 财务表现：第一季度收入达1500万美元，同比增长509%，超过2024年全年880万美元的收入 [4] - 客户基础：本季度拥有133家客户，包括政府和私营企业如洛克希德·马丁 [5] NVIDIA股票看涨因素 - 市场地位：市值一度突破4万亿美元，超越苹果和微软 [6] - 财务表现：第一季度收入达441亿美元，同比增长69%，数据中心业务因AI需求增长驱动 [6] - 盈利能力：净利润达188亿美元，同比增长26%，尽管面临芯片出口限制 [7] - 技术布局：下一代Blackwell芯片和CUDA软件平台需求强劲，未来增长可期 [7][12] 投资比较 - D-Wave Quantum：量子计算处于早期阶段，收入增长迅猛但净亏损540万美元，可能成为收购目标 [10] - NVIDIA：估值较高，前瞻市盈率401倍，但AI和量子计算整合战略可能压制D-Wave Quantum的竞争优势 [11][12] - 行业评级：两家公司均被Zacks评为"持有"级别 [13]

公司动态 - 谷歌公司获得ServiceNow的12亿美元云协议 [1] - 合同期限为多年 [1] 行业合作 - 谷歌公司与ServiceNow达成重大云服务合作 [1] - 协议金额达12亿美元，显示云计算领域大型企业合作的趋势 [1]