Overview
- Recent SEC Form 13F filings show billionaire fund managers avoiding IonQ, Rigetti, D-Wave, and Quantum Computing Inc., opting instead for a foundational company in the quantum space.
- Yahoo Finance argues IBM is the strongest long-horizon investment in quantum computing based on its resources and execution record.
- IBM disclosed it is nearing $1 billion in cumulative quantum-related signings, reflecting growing commercial traction with partners and clients.
- IBM’s public roadmap targets a 2026 demonstration of quantum advantage, the first fault-tolerant system by 2029, and useful scaling of qubits into 2033 and beyond.
- In November, IBM announced its Nighthawk processor featuring 120 qubits and 218 tunable couplers, intended to underpin its planned near-term demonstrations.