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Trump's executive orders to accelerate U.S. quantum computing ecosystem directly benefit Intel's quantum efforts.
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IBM Raises Dividend a Penny to $1.69, Extending 31-Year Streak
IBM raised its quarterly dividend by a single penny, from $1.68 to $1.69, in a declaration dated April 22, 2026, marking its 31st consecutive year of increases but adding only about four cents to the annualized payout. The one-cent step continues a run of five straight penny bumps, a sharp slowdown from 2015, when the quarterly payout rose from $1.10 to $1.30. IBM's dividend remains well covered: the company produced $14.73 billion in free cash flow in 2025 against a payout of $6.255 billion, and CFO Jim Kavanaugh told analysts on the Q2 call that IBM returned $3.2 billion to shareholders in dividends through the first half of the year. The cash is increasingly being redirected toward acquisitions of Confluent and HashiCorp, $62 billion in debt, and more than $10 billion committed to quantum computing over five years, while CEO Arvind Krishna pointed to a generative AI book of business exceeding $12.5 billion. IBM offers the highest yield among its peers at 2.83% but the slowest growth, trailing Microsoft, which pushed its quarterly dividend from $0.91 to $0.98 in September on a run from $0.13 in 2010, as well as Cisco Systems and Oracle. With IBM shares down 20.71% year to date at $230.17, the total-return case now rests on the AI reinvestment thesis rather than dividend growth.
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IBM Wins $1 Billion Quantum Foundry Award, Adds CUBE AI Governance Deal
International Business Machines said its subsidiary Anderon won a US$1b federal award to build a U.S. quantum chip foundry, alongside a further US$1b IBM commitment to the project. The planned facility is described as the first stand-alone quantum wafer foundry in the U.S., focused on quantum chip manufacturing under CHIPS Act funding. IBM also announced a partnership with regulatory intelligence provider CUBE to integrate real time global AI rule monitoring into watsonx.governance. The Anderon quantum foundry award and CUBE tie up together represent a US$2b quantum and governance push by the company.
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Nvidia Launches CUDA-Q Logical for Fault-Tolerant Quantum Computing
Nvidia launched CUDA-Q Logical, an open-source orchestration layer built into its CUDA-Q platform, on September 14. The tool is designed to help researchers develop applications for fault-tolerant quantum computers using logical qubits, and it is available on GitHub. Fermi National Accelerator Laboratory, IQM Quantum Computers, Sandia National Laboratories, Infleqtion, QCDesign, and Quantum Motion are already using the technology. The launch supports Nvidia's broader strategy of making its GPUs the key classical computing layer for hybrid quantum-classical systems, though Jensen Huang said in January 2025 that useful quantum computers could still be 15 to 30 years away, a view tied to the unresolved challenge of scaling quantum hardware. Hedge fund ownership of Nvidia rose from 275 funds at the end of Q1 2026 to 285 funds at the end of Q2 2026, while short interest stood at 1.29% of float as of August 31, 2026.