Nvidia's Quantum Model Accelerates Industry Commercialization
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy RGTI?
Source: stocktwits
- Quantum Industry Catalyst: TD Cowen analyst Krish Sankar noted that Nvidia's newly launched Ising model would serve as a critical catalyst for the commercialization of the quantum industry, expected to accelerate the development and application of quantum processors, thereby driving overall industry progress.
- Positive Market Reaction: Quantum stocks have rallied for the fourth consecutive day, with shares of Rigetti Computing, IonQ, D-Wave Quantum, and others rising between 12% and 56% under the optimism fueled by Nvidia's AI-driven quantum push, reflecting strong market sentiment towards quantum technology.
- Major Contracts and Breakthroughs: IonQ confirmed it has secured a contract for DARPA's HARQ initiative and achieved a breakthrough in quantum networking by successfully interconnecting two independent trapped-ion quantum systems, further enhancing its competitive position in the market.
- Retail Investor Sentiment High: On Stocktwits, retail investor sentiment around RGTI, IONQ, QBTS, QUBT, and XNDU is extremely bullish, with users referring to these companies as 'The Fabulous Five' and suggesting that the future of quantum computing could redefine accelerated computing concepts.
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Analyst Views on RGTI
Wall Street analysts forecast RGTI stock price to rise
10 Analyst Rating
7 Buy
3 Hold
0 Sell
Moderate Buy
Current: 19.450
Low
30.00
Averages
39.75
High
51.00
Current: 19.450
Low
30.00
Averages
39.75
High
51.00
About RGTI
Rigetti Computing, Inc. is a full-stack quantum computing company. The Company operates quantum computers over the cloud and serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The Company’s quantum-classical infrastructure provides high-performance integration with public and private clouds for practical quantum computing. It has developed a multi-chip quantum processor for scalable quantum computing systems. Through the Company’s Quantum Computing as a Service (QCaaS) platform, its machines can be integrated into any public, private or hybrid cloud. It is also engaged in the sale of quantum processing units (QPUs) and custom computing components, and development contracts and other services. Its QPUs contain fabricated silicon-based chips featuring superconducting qubits. The Company designs and manufactures its chips in-house at Fab-1, an integrated quantum device manufacturing facility.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Major Investment Trends: In October, JPMorgan launched a $1.5 trillion Security and Resiliency Initiative, identifying quantum computing as one of 27 sub-areas for potential investment, indicating strong interest from major financial institutions.
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- Investment Surge Intensifies: Following Nvidia's Quantum Day on April 14, stocks of IonQ, Rigetti, D-Wave, and Quantum Computing have gained significant attention, although investors should be wary of potential bubble risks, especially given their price-to-sales ratios of 95, 846, 272, and 2,333, respectively.
- Broad Application Prospects: Quantum computing can expedite training for AI-driven large language models and simulate molecular interactions to improve clinical trial success rates, showcasing its practical application potential and attracting substantial investments, including from JPMorgan Chase.
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- Netflix Earnings Beat: Netflix's first-quarter results exceeded analyst expectations, partly due to a $2.8 billion breakup fee, although shares fell about 10% in premarket trading, indicating market concerns over leadership changes.
- Quantum Tech Stocks Surge: Driven by investor optimism surrounding Nvidia's open-source AI models, shares of IonQ and D-Wave Quantum soared over 50% this week, highlighting a growing interest in the quantum computing sector.
- AI Pivot Trend: Social media company Myseum announced a focus on AI-driven personalization, resulting in a 130% stock price jump on Thursday, showcasing strong market interest and investor enthusiasm for AI technologies.
See More
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- Surge in Trading Volume: The trading volume reached 84.3 million shares, approximately 195% higher than the three-month average of 28.6 million shares, suggesting a significant increase in investor interest in the quantum computing sector, which may indicate future revenue growth momentum.
- Industry Dynamics: Following Nvidia's launch of its Ising open model family, quantum computing companies have gained investor attention, with D-Wave's CEO highlighting the advantages of quantum technology in energy efficiency and revenue growth, challenging Nvidia's dominance in the GPU-AI space.
- Acquisition Impact: After D-Wave's $550 million acquisition of Quantum Circuits earlier this year, investors will closely monitor its revenue growth, although the Motley Fool analyst team did not include it in their current list of top investment stocks, reflecting a cautious market sentiment regarding its future performance.
See More
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