QBTS · D-Wave Quantum
The AI's read
Paid customer use gives D-Wave a path to turn its systems into sales. NTT DOCOMO deployed a second production application, and the company delivered a quantum computer in Italy. Partnerships with CGI and LG CNS could broaden its reach, but they are plans and an MOU, not completed sales. A federal funding agreement for up to $100 million supports development, but does not mean the full amount has been received. Its work on fault-tolerant systems targets 2032, leaving that goal years away. The reported sales and bookings growth, plus the funding agreement, carry more weight.