International Business MachinesIBM
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IBM finalized a $1 billion Commerce Department award and is adding $1 billion of its own capital for its Anderon quantum foundry
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Quantum Computing▲ · 1 stocks
International Business MachinesCybersecurity & Digital Trust▲ · 1 stocks
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IBM Places z17 Mainframe in Marist University AI Incubator
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 Keeps Buy Ratings on IonQ, D-Wave and Rigetti Ahead of Quantum World Congress
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.
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IBM and NASA Release Open Lunar AI Model as IBM, Lockheed, ETH Zurich Launch Quantum Hub
International Business Machines and NASA have released an open Lunar Foundation Model for scientific lunar research to the public, while IBM, Lockheed Martin and ETH Zurich have created a quantum innovation hub to broaden access to quantum computing research and training. The ETH Zurich quantum hub is intended to support industrial use cases in areas such as materials science, financial services and aerospace. International Business Machines is a US IT group with a US$216.3b market cap that sells integrated hardware, software and services, and its work with NASA and the ETH Zurich quantum hub taps into areas where large research and enterprise clients already use its infrastructure and consulting capabilities. The clearest test of the bull case will come as IBM reports how many paying industrial and research workloads actually run on Quantum System Two and related services at ETH Zurich once that system is deployed, and whether management starts breaking out any quantum or lunar AI related revenue or backlog in future quarterly updates. The bear case centers on execution risk in turning complex research collaborations into scalable, high margin Software and Consulting revenue rather than isolated projects.