Ibm Big Blue S Big Plans For Quantum Seeking Alpha

Bonisiwe Shabane

-Dec 4, 2025, 9:37 PM

ibm big blue s big plans for quantum seeking alpha

IBM’s (International Business Machines) stock has witnessed a remarkable surge of over 7% since the ‘Strong Buy’ recommendation, fueled by the company’s pioneering efforts and monetization potential in the realm of quantum computing. This cutting-edge technology, which promises to revolutionize the way we process information, has placed IBM in a competitive position against tech giants like Google and Microsoft. IBM’s strategic integration of quantum and classical computing sets it apart from its competitors. Quantum computing, with its ability to process complex data much more efficiently than classical computing, holds the key to solving intricate problems that are currently beyond the reach of traditional computers. Meanwhile, classical computing continues to be the backbone of day-to-day operations, providing the necessary interface for quantum computers to communicate and process data. IBM’s achievements in quantum computing have already translated into substantial sales, with over $1 billion in revenue generated from quantum-related activities.

This figure underscores the strong market demand for quantum computing solutions and the potential for significant revenue growth in the future. For individuals, IBM’s advancements in quantum computing could lead to a myriad of benefits. Quantum computing has the potential to revolutionize various industries, including healthcare, finance, and logistics, by enabling faster and more accurate data analysis. This could lead to improved medical diagnoses, more efficient financial transactions, and optimized supply chain management, among other applications. On a global scale, IBM’s quantum computing advancements could have profound implications. The technology could lead to breakthroughs in scientific research, such as the development of new materials and the discovery of new drugs.

It could also enhance cybersecurity by enabling more sophisticated encryption methods and the ability to process large amounts of data to detect and respond to threats more effectively. An IBM executive said the company's steady and practical approach to quantum computing will win out over the bluster that's emerging from multiple vendors. Speaking at an investor conference, Ric Lewis, senior vice president at infrastructure for IBM, was asked about Big Blue's approach to quantum computing. Lewis said quantum computing isn't about pumping out press releases as much as it is practical use cases and believable roadmaps. "We are taking a very practical, rational approach to it," said Lewis. "We're not expecting some scientific breakthrough at this point.

It's a matter of engineering and execution to get where we need to go." "When I watch other quantum people and what they're saying I watch for a few things. One, do they have a believable roadmap. Not a roadmap, not just an aspiration but have you shown through your progress over the last five years that's you're on a certain trajectory. Do you have a believable roadmap for the next several steps?" IBM's roadmap revolves around delivering quantum advantage in the next year and error correction and other capabilities later in the decade.

"In '28, '29 we believe we'll be transacting on a system kind of level," said Lewis. "We're already transacting and we have clients that are buying cycles of quantum." NOVEMBER 20, 2025 – YORKTOWN HEIGHTS, NY and SAN JOSE, CA -- Today, IBM (NYSE: IBM) and Cisco (NASDAQ: CSCO) announced an intention to collaborate on the groundwork for networked distributed quantum computing, to... By combining IBM’s leadership in building useful quantum computers with Cisco’s quantum networking innovations, the companies plan to explore how to scale large-scale, fault-tolerant quantum computers beyond IBM’s ambitious roadmap. Additionally, they will work to solve fundamental challenges towards a quantum computing internet. Within five years, IBM and Cisco will aim to demonstrate the first proof-of-concept for a network that combines individual, large-scale, fault-tolerant quantum computers, enabling them to work together to run computations over tens to...

This network would allow problems to be run with potentially trillions of quantum gates, the fundamental entangling operations required for transformative quantum applications such as massive optimization problems, or the design of complex materials... “At IBM, our roadmap includes plans to deliver large-scale, fault-tolerant quantum computers before the end of the decade,” said Jay Gambetta, Director of IBM Research and IBM Fellow. “By working with Cisco to explore how to link multiple quantum computers like these together into a distributed network, we will pursue how to further scale quantum’s computational power. And as we build the future of compute, our vision will push the frontiers of what quantum computers can do within a larger high-performance computing architecture.” "Getting quantum computing to useful scale is not just about building bigger individual machines, it is also about connecting them together,” said Vijoy Pandey, GM/SVP at Outshift by Cisco. “IBM is building quantum computers with aggressive roadmaps for scale-up, and we are bringing quantum networking that enables scale-out.

Together, we are solving this as a complete system problem, including the hardware to connect quantum computers, the software to run computations across them, and the networking intelligence that makes them work." Scaling a Distributed Quantum Computing Network

Ibm Big Blue S Big Plans For Quantum Seeking Alpha

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