Google announces new quantum chip 'Willow'! What are the notable investment opportunities?

moomooニュース米国株 wrote a column · Dec 11, 2024 09:33

In the US stock market on the 10th, the US $Alphabet-C (GOOG.US)$saw a temporary sharp rise of nearly 8%. It is considered that Google's announcement the day before about making progress towards the realization of quantum computing was a contributing factor.

Google announced a new state-of-the-art quantum computer chip 'Willow' on the 9th. It is a significant step towards realizing commercially viable quantum computing, a dream that the technology industry has had for years.

Google's 'Willow' has achieved completing a calculation that would take 100 quintillion years (10^25 years) on the world's fastest supercomputer 'Frontier' in just 5 minutes. It has made significant progress from its performance in 2019.

Google announces new quantum chip 'Willow'! What are the notable investment opportunities?

新型チップ「Willow（ウィロウ）」は、量子コンピューティングの開発で長年の障害となっていたエラー修正で大きな進歩をもたらすという。現在のスーパーコンピューターでは事実上、永遠と言えるほど長い時間かかる計算を、このチップは5分未満で実行したと述べた。

What is the 'capability' of Google's new quantum chip 'Willow'?

'Willow' has achieved breakthroughs in two major technologies.

Firstly,quantum error correction」。

Willow achieves a 'threshold-like' state where the error rate decreases exponentially as the number of quantum bits increases for the first time. By increasing the number of quantum bits, errors can be dramatically reduced.

Secondly, "A new benchmark for quantum computer performance」。

Performance benchmark called Random Circuit Sampling (RCS), Willow completed the calculation test in less than 5 minutes. In contrast, the current world's fastest supercomputer, Frontier, would take at least 100 googol years, or 10^25 years, to run this test. This dramatically improves the ability of quantum computation.

This remarkable progress once again proves the great potential for development in quantum computer computational power, heralding a new era in quantum computer technology.

Noteworthy is that this announcement came during a highly competitive period in the quantum computer market. $IBM Corp (IBM.US)$、 $Microsoft (MSFT.US)$、 $Amazon (AMZN.US)$、 $NVIDIA (NVDA.US)$Major technology giants, such as Google, Microsoft, and Intel, are investing heavily in research and development of next-generation quantum computer technology. These companies are eagerly promoting the commercialization of quantum computers to gain future market share in areas like artificial intelligence, pharmaceuticals, and energy.

What are the notable investment opportunities?

This year, technology giants like Google, Microsoft, and Intel are increasing their investments in research, development, and the expansion of applications in the field of quantum computer technology. Quantum computer-related areas are also gaining attention.

Following the announcement of Google's new quantum chip 'Willow,' the US stock market on the 10th saw a bullish trend. $Quantum Computing (LIST2594.US)$with Full-stack quantum computing company MOOMOO soaring 45%, $Rigetti Computing (RGTI.US)$and with IBM Corp rising 27%, a quantum encryption technology venture company. $Quantum (QMCO.US)$rose 27%. Both are venture companies in quantum encryption technology. $Arqit Quantum (ARQQ.US)$Also up 14%, a company specializing in quantum optics and nanophotonics technology. $Quantum Computing (QUBT.US)$、 $D-Wave Quantum (QBTS.US)$Highly rated as well.

*Year-to-date growth rate of the above chart: Jan 1, 2024 - Dec 9 (closing price).

On the other hand, strong performance of quantum computer companies drove up stock prices.

The leader in U.S. quantum computing $IonQ Inc (IONQ.US)$announced revenue for the third quarter surpassing expectations, as well as new partnerships, including the integration of quantum computing into a CAE business worth $10 billion through a partnership with , and the procurement of next-generation quantum computers for ion capture for quantum computers and network equipment through a partnership with NKTPhotonics, a subsidiary of Hamamatsu Photonics. $Ansys (ANSS.US)$announced multiple new partnerships, including integration of quantum computing into a $10 billion CAE business through a partnership with , and procurement of next-generation quantum computers for ion capture for quantum computers and network equipment through a partnership with NKTPhotonics, a subsidiary of Hamamatsu Photonics.

IonQ, the market size of quantum computingis expected to expand to $65 billion by 2030, and to $850 billion by 2040.Among the high-tech giants such as Google and IBM expanding their investments, commercial applications of quantum computers may bring about a full-fledged explosive spread in the near future.

As major high-tech companies such as Google and IBM expand their investments, commercial applications of quantum computers may bring about a full-fledged explosive spread in the near future.

Source: DowJones, MOOMOO
This article utilizes some auto-translation.
- MOOMOO News Zoe