{"id":5372,"date":"2026-04-14T21:02:49","date_gmt":"2026-04-14T21:02:49","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/5372\/"},"modified":"2026-04-14T21:02:49","modified_gmt":"2026-04-14T21:02:49","slug":"d-wave-ceo-says-nvidia-should-be-shaking-in-their-boots-as-quantum-computing-battles-ai-gpus","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/5372\/","title":{"rendered":"D-Wave CEO says Nvidia should be ‘shaking in their boots’ as quantum computing battles AI GPUs"},"content":{"rendered":"\n

As AI compute needs multiply, one quantum computing firm says it has the edge over Nvidia (NVDA<\/a>).<\/p>\n

“If I was Nvidia, I’d be shaking in my boots,” D-Wave Quantum (QBTS<\/a>) CEO Alan Baratz told Yahoo Finance at the Semafor World Economy Summit.<\/p>\n

Baratz’s company, which develops the hardware and software for quantum systems, claims the AI chip giant is building processors that would be increasingly difficult to power.<\/p>\n

“Our quantum computer takes about ten kilowatts of power to run,” Baratz noted, comparing the draw to roughly five or ten GPUs. He pointed to a problem solved in minutes that he claimed would take a massive GPU system nearly a million years and “the world’s power” to complete.<\/p>\n

The timing is calculated. April 14 is World Quantum Day, and the sector is surging. Shares of D-Wave jumped nearly 16% on Tuesday, while IonQ (IONQ<\/a>) soared 18% after scaling its commercial systems beyond a single processor.<\/p>\n

Not to be outdone, Nvidia unveiled “Ising,” a family of open-source quantum AI models for error correction.<\/p>\n

Nvidia’s move suggests it wants to be the operating system of quantum. “AI is essential to making quantum computing practical,\u201d Nvidia CEO Jensen Huang said. It is a hedge: If you can’t beat quantum efficiency, own the software that controls it.<\/p>\n

Shares of D-Wave are up roughly 140% over the last year, despite slipping about 3% in the past 30 days.<\/p>\n

In Q4 2025, D-Wave reported $2.75 million in revenue \u2014 a 19% year-over-year increase \u2014 but missed analyst estimates of $3.8 million, according to Bloomberg data. The company reported an adjusted net loss of $0.09 per share, wider than the $0.05 analysts expected.<\/p>\n

However, D-wave’s performance has been fueled by “bookings” \u2014 promised future contracts \u2014 which hit $13.4 million in Q4, a 471% jump from the prior quarter.<\/p>\n

The company, valued at $5.3 billion, is making strides in the commercial and federal space. It recently signed a $20 million agreement with Florida Atlantic University (FAU), including a collaboration with Anduril Industries and Davidson Technologies on US air and missile defense applications.<\/p>\n

D-Wave also spent $550 million to acquire Quantum Circuits, aiming to shift from niche logistics to universal systems for generative AI.<\/p>\n

These deals suggest that some major players are willing to pay to test the tech. D-Wave, which sold its first commercial system to Lockheed Martin in 2011, now focuses on solving AI training bottlenecks.<\/p>\n

But there is a limit. Quantum machines are not yet general-purpose. They are specialized tools used for research and optimization tasks. They cannot yet run large language models like those that fueled Nvidia’s trillion-dollar empire. Most developers still rely on traditional chips because quantum hardware remains unstable and prone to errors.<\/p>\n

\"NVIDIA NVIDIA CEO Jensen Huang gestures during the NVIDIA GTC global AI conference in San Jose, California, U.S. March 17, 2026. REUTERS\/Carlos Barria \u00b7 REUTERS \/ Reuters <\/p>\n

Still, Wall Street is cautiously optimistic. Wedbush analyst Antoine Legault noted that while Q4 revenue missed, bookings are surging. Legault highlights a customer base of over 135 clients and maintains an Outperform rating with a $40 price target.<\/p>\n

Canaccord Genuity analyst Kingsley Crane is even more bullish with a $43 price target. “The pipeline is stronger than ever … and while it’s still early, we believe FY26 is shaping up to be a landmark bookings year for the company,” he said.<\/p>\n

Still, Crane warns QBTS is a “long-term concept stock,” trading at 150x projected 2027 sales. “Investors should accept the near-term volatility comes with the territory,” he added. Crane’s bull case implies a $75 pathway.<\/p>\n

Moreover, the company continues to burn cash to fund this growth, ending the year with $885 million, largely from dilutive share offerings. Management expects expenses to jump 15% every quarter this year as the company expands its new Florida headquarters and hires more staff, per Crane.<\/p>\n

Francisco Velasquez<\/a> is a Reporter at Yahoo Finance. Follow him on LinkedIn<\/a> and X<\/a>. Story tips? Reach him via email at francisco.velasquez@yahooinc.com.<\/p>\n

Click here for the latest technology news that will impact the stock market<\/a><\/p>\n

Read the latest financial and business news from Yahoo Finance<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"As AI compute needs multiply, one quantum computing firm says it has the edge over Nvidia (NVDA). “If…\n","protected":false},"author":2,"featured_media":5373,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,4776,25,4779,58,4778,2844,4777,4657],"class_list":{"0":"post-5372","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ai","8":"tag-ai","9":"tag-alan-baratz","10":"tag-artificial-intelligence","11":"tag-commercial-systems","12":"tag-nvidia","13":"tag-quantum-circuits","14":"tag-quantum-computing","15":"tag-quantum-efficiency","16":"tag-quantum-systems"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/5372","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=5372"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/5372\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/5373"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=5372"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=5372"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=5372"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}