
D-Wave Quantum Says 2 Protocols Are Better Than One, And I Agree: Strong Buy
Seeking Alpha
公開日時: Jul 16, 2026, 09:39 PM
Sentiment Analysis
D-Wave Quantum Inc. has typically been known for annealing, a unique approach best suited to helping customers solve optimization problems. That sets it apart from other quantum firms. Citing Boston Consulting Group, QBTS says this will amount to $100-$220 billion out of an $800+ billion total quantum market. That sounds like more than a mere "niche." Also, QBTS is going big into the “gate model,” the approach used by the other quantum firms. That will let it compete for the entire quantum market. What’s more... QBTS is bringing its unique “dual-rail” approach to the gate model. That will help it generate a unique combination of speed and accuracy. Quantum firms typically struggle with that tradeoff. QBTS is already commercial with annealing. As with others doing gate model work, commercialization will take more time. But the dual protocol makes QBTS a standout Strong Buy.
Source: Seeking Alpha
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