It is never wrong to take profit. We're staying long stocks, but skimming some cream from the top today!

 

This week we trimmed some high flyers.  Here's the run down!

IONQ up over 400% since our buy in - Trimmed today 1/2

QBTS since we began buying at .41c, we trimmed QBTS today by 1/2 for a profit of 676%

APLD trimmed by 1/3 for a profit of 25.3%

ELF - Sold E.L.F. Beauty for a profit on 27% on the news of some legal problems

Losses:

Stopped out of CHPT for a loss of 32%

Adding to:

AMD, MU, RPRX CABA BEAM NTLA NOK EQNR ENVX AEVA

We invest our hard earned money to make a profit.  Don't make the mistake of falling in love with any stock as the market has a way of kicking you in the pants if you do.

Wishing you all great profit in investing!

HP/Ed

D-Wave Quantum is actively expanding its presence and capabilities in Japan and Australia!!

 

Japan

Recently, D-Wave has introduced a new hybrid quantum solver designed to tackle complex optimization problems in various sectors, including workforce management, manufacturing, and logistics. This solver is part of D-Wave's strategy to provide practical quantum computing solutions that blend quantum and classical computing resources, enabling businesses to solve real-world problems more efficiently and effectively.

In Japan, D-Wave's technology is being adopted by several leading organizations. For instance, NEC Corporation, a prominent Japanese IT and electronics company, is among the users of D-Wave's quantum computing systems. This collaboration highlights the increasing integration of quantum computing in Japanese industries, particularly for tasks requiring advanced optimization and computational power.

D-Wave’s new solver, capable of handling up to two million variables and constraints, represents a significant advancement in their product offerings. This development is expected to further bolster their market position in Japan by addressing the growing demand for sophisticated computational solutions across various sectors.

Overall, D-Wave's strategic initiatives and technological advancements are positioning it as a key player in Japan's quantum computing landscape, with a focus on providing practical applications that deliver tangible benefits to businesses.

For more detailed information, you can refer to the latest updates on D-Wave's website and their announcements during the Qubits 2024 user conference.

D-Wave Quantum has been making significant strides in Japan, where it has established a diverse customer base across various industries. Some of the key customers and collaborators in Japan include:

1. NEC Corporation: NEC has been a prominent user of D-Wave's quantum computing technology. They utilize D-Wave's Leap™ quantum cloud service to enhance their computational capabilities and support their clients with advanced quantum solutions.

2. Tohoku University: This prestigious institution has been involved in research and development using D-Wave machines, focusing on quantum simulations and AI-related scientific research.

3. Ogis Research Institute: Ogis Research Institute has applied D-Wave's quantum technology to optimize recipe recommendations on their self-operated recipe site "Bob and Angie."

4. Shimizu Corporation: In collaboration with Groove X, Shimizu Corporation has used D-Wave's quantum computers to optimize transportation planning for construction site soil, enhancing productivity in civil engineering projects.

These collaborations illustrate D-Wave's versatile application in sectors such as finance, construction, and academia, demonstrating the practical benefits of quantum computing in solving complex, real-world problems in Japan.

For more detailed updates on D-Wave's activities and customer successes in Japan, you can visit their Japanese site D-Wave Japan​ (D-Wave Japan)​ (Business Wire).

Australia

D-Wave has been actively expanding its presence in Australia through a strategic partnership with NEC Australia. This collaboration aims to bring D-Wave's advanced quantum computing solutions to Australian businesses and government agencies. One of the key aspects of this expansion is the integration of D-Wave’s quantum annealing technology into practical applications, particularly for solving complex optimization problems. These include improving resource mobilization during natural disasters, optimizing cargo transfers at ports, and other real-world challenges.

D-Wave and NEC have been working together to deliver quantum-based solutions since 2021, and they have already implemented successful proof-of-concept projects with the Australian Federal Government and a major transport entity in New South Wales. This partnership is also aligned with Australia's National Quantum Strategy, emphasizing the importance of quantum computing in enhancing the country's technological capabilities.

Moreover, D-Wave's Leap quantum cloud service is being leveraged to provide Australian enterprises with access to quantum computing, enabling them to perform advanced research and develop innovative solutions with the support of D-Wave's quantum data scientists​ (D-Wave Systems)​ (D-Wave Systems)​ (MarketScreener).

D-Wave has formed significant partnerships with several entities in Australia, most notably with NEC Australia. This partnership is focused on bringing quantum computing solutions to both commercial and government sectors in the country. Together, they have worked on various proof-of-concept projects, including one with the Australian Federal Government and another with a key transport entity in New South Wales.

NEC Australia plays a critical role in deploying D-Wave's quantum technology by leveraging its extensive experience in delivering complex ICT solutions to Australian businesses and government agencies. The collaboration is also aligned with Australia's National Quantum Strategy, aiming to develop and apply quantum technologies that enhance the country’s competitive edge in the global market.

These efforts have made NEC Australia a key partner for D-Wave, helping to facilitate the practical application of quantum computing across various sectors in Australia​ (D-Wave Systems)​ (D-Wave Systems).

A comparison of quantum computing leaders, IBM and IONQ  two different methods, superconduction (IBM) and ION trap technology (IONQ)! 

Mergers and acquisitions (M&A) are always on the minds of investors. Two pure plays in Quantum technology are compared here!

 

Overview of D-Wave and IONQ

D-Wave Systems Inc.

• Founded: 1999
• Headquarters: Burnaby, British Columbia, Canada
• Focus: Quantum annealing
• Technology: Specializes in quantum annealers which are designed to solve optimization problems.
• Achievements:
  • Launched the first commercially available quantum computer.
  • Developed a series of quantum computers, with D-Wave 2000Q and Advantage being the latest.

IONQ Inc.

• Founded: 2015
• Headquarters: College Park, Maryland, USA
• Focus: Trapped-ion quantum computing
• Technology: Uses trapped ions as qubits, which are manipulated using lasers to perform quantum operations.
• Achievements:
  • Significant progress in quantum volume (a metric for quantum computer performance).
  • Listed on the NYSE through a SPAC merger in 2021.
  • Partnered with major cloud providers like AWS, Microsoft Azure, and Google Cloud.

Comparison: D-Wave vs. IONQ

Technology and Approach

• D-Wave:
  • Quantum Annealing: Best for optimization problems.
  • Scalability: More qubits but limited to specific types of problems.
  • Applications: Focuses on practical applications in logistics, materials science, and machine learning.
• IONQ:
  • Trapped-Ion: Versatile, suitable for a broader range of quantum algorithms.
  • Fidelity and Error Rates: Generally higher fidelity and lower error rates compared to annealing-based systems.
  • Applications: Broader range including cryptography, complex simulations, and more general-purpose quantum computing tasks.

Market Position

• D-Wave:
  • Market Niche: Dominates the niche market for quantum annealers.
  • Commercial Clients: Partnerships with companies like Volkswagen, Lockheed Martin, and DENSO.
  • Funding: Over $200 million in funding.
• IONQ:
  • Market Growth: Aggressively expanding in the general-purpose quantum computing market.
  • Commercial Clients: Collaborations with Google, Amazon, Microsoft, and other tech giants.
  • Funding: Raised significant capital through SPAC merger, with a strong financial backing.

Strategic Advantages

• D-Wave:
  • First Mover Advantage: Pioneer in the commercial quantum computing space.
  • Specific Use Cases: Strong focus on specific use cases where quantum annealing is advantageous.
• IONQ:
  • Technological Versatility: Potential to address a wider array of quantum computing problems.
  • Cloud Integration: Strategic partnerships with major cloud service providers facilitate broader accessibility and adoption.

Potential for Mergers and Acquisitions

D-Wave

• Strengths: Established technology in quantum annealing, solid commercial partnerships.
• Challenges: Limited to optimization problems, which could be a narrower market.
• M&A Suitability: Potential target for companies looking to bolster their quantum capabilities in specific applications.

IONQ

• Strengths: Versatile technology, strong partnerships, and significant funding.
• Challenges: Still in the early stages of broad commercial deployment.
• M&A Suitability: Attractive for tech giants aiming to lead in general-purpose quantum computing.

Potential Suitors for IONQ:

1. Microsoft:

   • Reason: Microsoft has been heavily investing in quantum computing through its Azure Quantum platform. Acquiring IONQ would enhance its quantum hardware capabilities and bolster its position as a leader in the quantum computing space.

2. IBM:

   • Reason: IBM is a major player in the quantum computing industry with its IBM Quantum initiative. Acquiring IONQ would complement its existing efforts and expand its portfolio of quantum solutions.

Potential Suitors for D-Wave:

1. Google:

   • Reason: Google has a strong focus on quantum computing through its Google Quantum AI division. Acquiring D-Wave would provide Google with a unique approach to quantum computing, particularly in annealing quantum computers, enhancing its overall quantum computing capabilities.

2. Amazon:

   • Reason: Amazon Web Services (AWS) offers quantum computing services through Amazon Braket. Acquiring D-Wave would add a distinctive quantum annealing technology to its portfolio, providing customers with more diverse quantum computing solutions and strengthening AWS's market position.

Conclusion

Both D-Wave and IONQ have unique strengths that make them prominent players in the quantum technology market. D-Wave's focus on quantum annealing provides strong solutions for optimization problems, while IONQ's versatile trapped-ion approach positions it well for broader quantum applications. Their differing technologies and market strategies provide distinct opportunities for potential mergers and acquisitions, depending on the acquiring company's strategic goals.

Related Articles:

A comparison of quantum computing leaders, IBM and IONQ  two different methods, superconduction (IBM) and ION trap technology (IONQ)! 

Zapata Ai is one of those cutting edge start ups that is pushing the boundaries of combining GenerativeAi and Quantum Computing!

 Zapata AI is a company that specializes in Industrial Generative AI. 

Here’s what you need to know:

1. Industrial Generative AI:

   • Zapata AI focuses on creating Industrial Generative AI, which is a category of enterprise software. This technology harnesses both language models and numerical models for domain-specific, industrial-scale applications.
   • These solutions are tailored to businesses, helping them make better decisions by automating language tasks and customizing large language models.
   • Some use cases include:
     • Optimizing Supply Chains: By providing more accurate demand forecasts, businesses can reduce waste and downtime.
     • Speeding Up Regulatory Approval: First drafts of application documents can be generated using secure data and intellectual property.
     • Enhancing Risk Management: Zapata AI offers a faster alternative to Monte Carlo simulations, helping reduce losses.
     • Elevating Customer Experience: More human-like and responsive customer service chatbots can be created using their technology.

2. Background:

   • Zapata AI was founded in 2017 and spun out of Harvard University.
   • The company has a global team of scientists and engineers dedicated to solving computationally complex problems in industry.
   • They have pioneered proprietary methods in generative AI, machine learning, and quantum techniques that run on both classical hardware (CPUs, GPUs) and quantum hardware.

3. Platform:

   • Zapata AI’s platform, called Orquestra, is used for developing and deploying Industrial Generative AI and other large models.
   • Their engineers and scientists are ready to assist enterprises in leveraging this technology to address complex challenges.

In summary, Zapata AI is at the forefront of revolutionizing how businesses approach complex problems using cutting-edge AI techniques.

 CEO

ZapataAi's CEO, Christopher Savoie, played a significant role in the development of Apple’s Siri. 

He is the co-inventor of AAOSA, the A.I.-based natural language interface technology used to create Siri. 

His expertise extends to medicine, biochemistry, and computer science, and he has led big data analytics efforts at Nissan. 

Currently, Christopher is the Chief Executive Officer and Co-Founder of Zapata AI

Zapata has recently partnered with two Quantum Computing companies with first mover advantage in that market.

IONQ and Dwave Quantum.

It will be very interesting to monitor how quickly these companies are able to bring problem solving methods to industry through the use of Quantum AdaptiveAi technology.

(Update, June 26 2024)

Zapata AI recently joined the KT Consortium to assist in transforming chemical engineering processes using generative AI. This collaboration allows Zapata AI to work directly with leading chemical and biochemical manufacturers, utilizing their expertise in generative AI technologies to address complex industrial challenges​.

Said Georgios Kontogeorgis, KY Consortium head and Professor of Chemical and Biochemical engineering at DTU, 

" Zapata's cutting edge advancements in quantum, generative Ai represents a significant leap forward for our industry partners, together we are poised to drive transformative progress and set new standards in the industry"!

Is the buildout of Quantum Generative Ai here or soon to be here?

How the integration of Ai, Robotics and Quantum computing might change Society this century!

Is the buildout of Quantum Generative Ai here or soon to be here?

 D-Wave Quantum Inc. and Zapata AI announced their strategic technical and commercial collaboration on February 8, 2024.  

Zapata is also collaborating with IONQ in this search for the ultimate solution, Quantum Generative Ai!

These multi-year partnerships aim to develop and bring to market commercial applications that combine the power of generative AI and quantum computing technologies. 

The collaboration will focus on joint technical development and commercial deployment of applications for customers faced with computationally complex problems. 

By leveraging quantum-enabled machine learning algorithms, these applications will harness the capabilities of D-Wave’s quantum technologies, which have been proven to perform coherent quantum annealing with 5,000+ qubits, pushing beyond the boundaries of classical computers. 

Initially, the collaboration will concentrate on building quantum generative AI models to accelerate the discovery of new molecules. 

Zapata AI gains access to D-Wave’s powerful Advantage™ annealing quantum computing systems, quantum-hybrid solvers, and development resources, which will accelerate commercial application development and provide production access to Zapata’s customers. 

Additionally, the collaboration includes joint go-to-market efforts, with exclusive availability of the commercial applications via a solver hosted in D-Wave’s Leap™ real-time quantum cloud service. 

This partnership represents a significant step toward unlocking previously unattainable value by combining generative AI and quantum computing technologies to tackle complex problems.

QBTS In the news:

Dwave  will be included in the broad-market Russell3000(R) Index , effective at the open of US equity markets on Monday, July 1st, 2024, according to a preliminary list of additions posted on Friday, May 24th, 2024.

Dwave was highlighted this week in the Wall St Journal for it's strides in Quantum Computing and how it is already being used in business through it's many partnerships!

Taylor Swift's team is even using Dwave in their concert lineup! see:

Taylor Swift Concert goes Quantum | by GQuinta | May, 2024 | Medium

Disclosure: We are long Dwave Quantum - QBTS and IONQ and we're adding to both!

D-Wave on X:

"We're 'Enchanted' to hear that GQuinta (via @Medium) was a 'Mastermind' and used D-Wave to create the ultimate @taylorswift13 playlist! Never in our 'Wildest Dreams' did we imagine our #quantum tech used like this! D-Wave + #Swifties = ‘Love Story’! https://t.co/7og11gWjrC $QBTS" / X

Zapata AI and IonQ have also joined forces in a strategic alliance to advance generative AI research. 

This collaboration builds upon their previous quantum work and focuses specifically on generative AI techniques. Here’s how they’re working together: 

1. Benchmarking Generative AI Techniques on Quantum Hardware:

   • The teams from Zapata AI and IonQ are actively benchmarking generative AI techniques using quantum hardware.
   • Their goal is to uncover new potential advantages of quantum computing that could help solve complex real-world business problems1.
   • This research aims to explore how quantum-enhanced generative modeling can provide an edge for industrial applications, such as drug discovery, optimization, language processing, and predictive analytics1.

2. Joint Collaboration and Expertise:

   • The strategic alliance brings together Zapata’s application development experts and IonQ’s scientists.
   • They collaborate on joint generative AI projects, leveraging IonQ’s advanced compute technology and services1.
   • Previously, they worked on a first-of-its-kind project to generate high-quality, real-world data using quantum hardware1.

3. Scaling Delivery for Enterprise Customers:

   • Beyond research, the partnership also focuses on joint go-to-market activities.
   • They aim to scale the delivery of IonQ’s advanced compute services alongside Zapata’s products for enterprise customers1.

In summary, this collaboration between Zapata AI and IonQ aims to unlock the potential of quantum computing for generative AI, ultimately benefiting businesses and solving complex challenges. For more information, you can visit Zapata AI’s website. 

D-Wave Quantum Inc., a leader in quantum computing systems, software, and services, has several notable advantages in the field of quantum technology.

  Let’s explore some of the reasons why D-wave Quantum Technology

is a leader and first mover in the field:

1. Quantum Annealing Technology:

   • D-Wave’s quantum computers use a process called quantum annealing. 
   • In nature, physical systems tend to evolve toward their lowest energy state. Quantum annealing leverages this behavior to search for solutions to complex problems.
   • Quantum annealing is particularly well-suited for combinatorial optimization problems with large numbers of variables and constraints. 
   • It can potentially address challenges in various domains, including materials science, drug discovery, and logistics.

2. Scalable Gate-Model Quantum Computing:

   • D-Wave is actively working on building and delivering a scalable gate-model quantum computing technology. Unlike annealing-based quantum computers, gate-model quantum computers allow for more general quantum computations.
   • This technology will unlock new capabilities in simulating quantum systems, with applications in areas such as materials science and drug discovery.

3. Energy Efficiency and Sustainability:

   • As artificial intelligence (AI) continues to advance, it consumes significant amounts of energy. Quantum computing offers a more scalable and energy-efficient solution for driving supercharged optimization.
   • By combining quantum computing with AI, organizations can make more precise predictions of supply and demand, optimize routing, production, and inventory management, and reduce costs and carbon emissions.

4. Real-World Applications:

   • D-Wave’s technology has been used by some of the world’s most advanced organizations, including Mastercard, Deloitte, Siemens Healthineers, and Lockheed Martin.
   • These organizations leverage D-Wave’s quantum computing systems to solve real-world problems across diverse domains, demonstrating the practical impact of quantum technology.

In summary, D-Wave Quantum’s edge lies in its quantum annealing technology, commitment to scalable gate-model quantum computing, energy efficiency, and successful applications in various fields.

 As quantum computing continues to evolve, D-Wave remains at the forefront of innovation. 

How Quantum annealing technology is being applied in various fields such as business, healthcare, and finance, leveraging its optimization capabilities to solve complex problems.

Pure plays in the race for Quantum Computing technology, IONQ, Quantinuum and D-wave technologies - comparisons!

Dwave on YouTube...

youtube.com/watch?v=P2hn9kQHi_s