IBM and NASA Release Open Lunar AI Model as IBM, Lockheed, ETH Zurich Launch Quantum Hub

IBM has placed its z17 system at the heart of Marist University's new AI Innovation Incubator, giving students and researchers hands-on access to enterprise-grade computing infrastructure. The incubator could tackle projects ranging from autonomous marketing agents and AI-enhanced polling to quantum-assisted portfolio allocation, with IBM supplying the z17 and opening up the same class of high-volume, security-focused infrastructure it sells to large enterprises. No commercial value was disclosed, so the deployment is less about an immediate revenue win and more about putting IBM technology directly into the hands of future developers, researchers and enterprise decision-makers. IBM shares were nearly flat at $231.70 on Tuesday, sitting 4.58% below the $242.82 GF Value estimate. The payoff from Marist will not appear as a big contract today, but reusable applications, stronger recruiting pipelines and broader institutional adoption could turn a relatively small academic deployment into something more valuable over time.

B. Riley Securities is maintaining bullish ratings on IonQ, D-Wave Quantum and Rigetti Computing ahead of Quantum World Congress, betting that a shift in government policy from pure research toward commercialization could open a more meaningful revenue path for the quantum-computing sector. The firm kept Buy ratings with price targets of $100 for IonQ, $40 for D-Wave and $35 for Rigetti. Analyst Craig Ellis pointed to the Department of Energy's From Lab to Market session at the September 23-25 conference as a sign that federal policy may increasingly focus on moving quantum technologies into commercial applications. The event will also feature a two-hour National Quantum Updates session with more than 10 governments, participation from the White House Office of Science and Technology Policy, and back-to-back keynotes from Microsoft and IBM. B. Riley's thesis is sector-wide, but the report provides no fresh revenue forecasts, cash-flow estimates, technical milestones or new valuation work behind the three price targets, leaving the stocks dependent on long-term expectations rather than near-term financial evidence.