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Quantum utility likely to arrive before 2030
Technology
Rosenblatt analysts believe commercial quantum utility will arrive before the end of the decade, will be significantly disruptive and that investors should care. Their 30-page report helps investors get smarter on quantum as we move towards an integrated AI-quantum world. If there is one key takeaway, it is that quantum computers will likely bring tectonic shifts to the economy by enabling room-temperature superconducting, customised pharmaceuticals and more efficient production of fertiliser - markets where better solutions could have an economic impact of ~$10trn. They see opportunities to benefit from this shift in buy-rated IonQ, D-Wave, Quantum Computing and Rigetti.
Quantum computing primer unveils two new Buy ideas
Technology
Rosenblatt initiates coverage on D-Wave (Buy, $30 TP) and IonQ (Buy, $70 TP), identifying them as differentiated, high-conviction ideas in the rapidly expanding quantum computing market. QBTS offers unique exposure to quantum annealing - particularly suited for optimisation workloads - and is expected to grow revenues at a +66% CAGR from 2025-2030. IONQ, a leader in trapped-ion architectures, is positioned to exceed $1bn in revenue within the next few years, with significant upside from its product roadmap and ecosystem development. These initiations are framed by Rosenblatt’s comprehensive quantum computing primer, which outlines the core principles, architectures and commercialisation pathways shaping the industry’s next era and underpins the firm’s bullish stance on both names.
Connectivity, speed & scale combine to blow up IT as we know it
Technology
Report by
Blueshift Research
BL
In John Harrington’s latest Tech Trends report, he looks at several factors that have combined to change IT development and sales dynamics. These include how the accelerating deployment of speedier wired and wireless connectivity to the cloud, very fast computing platforms being built at scale within the clouds, the accelerating development of quantum computing as a viable commercial business, and the development of serious AI capabilities are affecting the global digital landscape. As IT increasingly transitions from in-house networking to the cloud, some new areas of IT will benefit, while others face an uncertain future.
Positive: Advanced Micro Devices, Alphabet, Apple, Amazon, Broadcom, Ciena, Dycom, Intel, IonQ, Microsoft, Nvidia, Rigetti.
Negative: C3.ai, Cisco, Dell, Qualcomm, Salesforce.
