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$MSFT · AI Was Just the Beginning. Quantum Is Next.
now playing · $MSFT
$MSFT···bullish· mediumjosh kale
Microsoft advancing quantum with Majorana architecture and thousandfold scaling
Microsoft is pursuing a topological qubit approach (Majorana) and recently announced a thousandfold architecture improvement, showing deep resource commitment alongside Google.
$GOOGL···bullish· mediumjosh kale
Google leads quantum race with detailed roadmap and Willow chip breakthrough
Google has a public multi-milestone roadmap targeting order-of-magnitude improvements every few years, and its Willow chip already demonstrated 105 fault-tolerant qubits, position…
$RGTI···neutral· lowjosh kale
Rigetti operates as vertically integrated quantum neo-cloud at $7.1B market cap
Rigetti designs and fabs its own chips and offers quantum cloud access, analogous to Google's TPU model, but remains sub-scale with unproven ability to reach fault-tolerant qubit…
$QBTS···neutral· lowjosh kale
D-Wave focuses on enterprise quantum optimization layer, up 141% since late 2024
D-Wave provides the software and integration layer to optimize quantum chips for enterprise applications, addressing the same 'last mile' problem seen in AI adoption, but has not…
$IBM···bullish· mediumejaaz
US government invests $1B in IBM Quantum, validating commercial traction with 210 clients
IBM received half of the $2B CHIPS Act quantum allocation and already serves 210 organizations including Cleveland Clinic (protein simulation) and HSBC (quant algorithms), demonst…