Recently, the concept of quantum computing has become popular, with leading quantum computing stocks in the U.S. doubling in price, and Quantum rising 523% in a week. IonQ predicts that by 2030, the quantum computing market size will grow to 65 billion dollars, and by 2040 it will rise to 850 billion dollars.
Bullish news frequently emerges, and the stocks of quantum computing companies are skyrocketing!
Recently, the concept of quantum computing is hot, and the stocks of leading quantum computing companies in the usa have doubled, with particularly outstanding performance last week. $D-Wave Quantum (QBTS.US)$ A weekly increase of 74%, $Rigetti Computing (RGTI.US)$ an increase of 78%, $Quantum Computing (QUBT.US)$ The stock price has more than doubled. $Quantum (QMCO.US)$ It even soared by 523%.
From November to Tuesday's US stock market closing price changes, $Quantum Computing (QUBT.US)$ up 588%, $Quantum (QMCO.US)$ up 405%. $D-Wave Quantum (QBTS.US)$ Increased by 173%, $Rigetti Computing (RGTI.US)$Increased by 108%.
Bullish news is frequently reported.
In terms of news, there is a constant flow of bullish messages in the industry.
One major catalyst is that technology giants are successively increasing their investment in research and development in the field of quantum computing technology and expanding its application.
Last Friday,$Amazon (AMZN.US)$The cloud computing platform AWS under its umbrella has announced the launch of the QuantumEmbark program, aimed at helping businesses prepare for the quantum computing era. This program is provided by amazon's labs and includes three standard modules: use case discovery, technology enablement, and in-depth analysis.
Western Securities introduced that AWS previously provided quantum computing services through Amazon Braket, allowing experienced customers to access various quantum hardware through a pay-per-use model; while the new QuantumEmbark program adds consulting services to provide technical guidance for novice customers.
Not just amazon, major players are competing.$NVIDIA (NVDA.US)$、 $Alphabet-C (GOOG.US)$ Strong partnerships. On November 19, nvidia announced a collaboration with Google's Quantum AI team 'GoogleQuantumAI.' In the statement, nvidia mentioned that Google could use 1,024 Hopper Tensor Core GPUs on the Eos supercomputer with the help of the CUDA-Q platform to conduct the largest and fastest dynamic simulations of quantum devices in the world at a very low cost.
On the other hand, the performance of quantum computing companies has positively impacted the market.
IonQ's revenue exceeded expectations. On November 6, the leading US ion trap quantum computing company IonQ announced better-than-expected Q3 revenue and performance guidance, along with several new collaborative projects, including$Ansys (ANSS.US)$collaboration to integrate quantum computing into CAE operations worth tens of billions of dollars, working with NKT Photonics, a subsidiary of Hamamatsu Photonics, to procure next-generation laser systems for capturing ion quantum computers and network devices, and providing quantum solutions for companies like Airbus and Hyundai.
Quantum has surpassed the break-even point. The latest financial report shows that Quantum’s adjusted EBITDA in the second fiscal quarter has reached break-even, with non-GAAP operating expenses reduced by 9%.
In addition, Rigetti successfully raised $0.1 billion. On November 25, Rigetti Computing announced the successful completion of a $0.1 billion stock issuance plan.
The market worth $850 billion.
According to Western Securities, quantum computing is a revolutionary technology that could trigger changes in key technology sectors and has a high strategic position.
Quantum computing has the potential to disrupt traditional computing models and may lead a new technology revolution. The core advantage of quantum computing lies in its fundamental unit of information processing—the quantum bit. Unlike classical bits, quantum bits can represent both 0 and 1 states simultaneously. This unique property enables quantum computers to outperform traditional computers at exponentially faster rates when handling certain highly challenging specific tasks, and it is expected to trigger transformations in key areas such as materials science, drug design, optimization problems, and artificial intelligence.
As a cutting-edge technology, quantum computing holds a high strategic position. In September, the U.S. Department of Commerce's Bureau of Industry and Security issued a new regulation on export controls, adding 18 new export control classification numbers (ECCN) to the commercial control list, 11 of which are related to quantum computing technology, reflecting the importance of quantum computing in national security and technological innovation.
Analysts believe that significant potential for quantum computing has been observed, but no one knows for certain whether, when, or how quantum computing can create added value. IonQ predicts that by 2030, the quantum computing market size will grow to $65 billion and will rise to $850 billion by 2040.
Editor/Rocky