Wall Street Breakfast Nvidia stealing a march on quantum computing
8 snips
Sep 4, 2025 Nvidia is making waves with a hefty investment in Honeywell's quantum computing unit, sparking excitement in the tech world. Meanwhile, SoFi is jumping into the AI game with a new ETF. On the job market front, alarming trends reveal that this year's layoffs have already surpassed those predicted for next year. The podcast also dives into the struggle of companies like C3AI post-earnings and Apple's fresh plans for AI integration, painting a vivid picture of a rapidly evolving economic landscape.
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NVIDIA Backs Quantum Scale-Up
- NVIDIA's VC joined a $600M round valuing Quantinuum at $10B, signaling big corporate bets on quantum scale-up.
- The funding targets Helios, Quantinuum's next-gen system and lifts broader quantum stock sentiment.
Quantum Shows Tangible Chemistry Gains
- Quantum partnerships with pharma and cloud players produced a 20x speedup on a Suzuki-Miyaura reaction step.
- Demonstrations like this highlight quantum-accelerated workflows for drug discovery as near-term value drivers.
AI Hype Keeps Stocks In Play
- AI expectations still dominate stock narratives even when companies miss guidance, as with Salesforce and C3AI.
- Analysts see stabilization or event-driven catalysts (like Dreamforce) as necessary to shift sentiment.