CNBC Television
Quantinuum CEO on launching its first commercial product, generative quantum AI
11/5/2025, 10:10:26 PM
Economic Summary
- Quantinium launched Helios, a commercially available quantum computer, marking a shift from lab research to customer deployments and enabling enterprise application development.
- Helios is offered cloud and on-premise, with early customers including SoftBank, JPMorgan Chase, and Amgen, indicating initial cross-industry commercial interest for quantum use cases.
- Quantinium partners with NVIDIA (NVDA) to combine GPUs and NVLink with Helios, creating Gen Q AI capabilities that could accelerate AI training and complex simulations for drug and materials discovery.
- Quantum is increasingly framed as a sovereign and industrial priority; countries investing in quantum will likely secure competitive advantages in AI and advanced industries.
- A recent funding round valuing Quantinium at about $10 billion gives the company capital to accelerate its roadmap, scale manufacturing, build developer ecosystems, and pursue strategic M&A.
Bullish
- Helios launch moves quantum from research to commercial deployments.
- NVIDIA partnership enables combined quantum-classical Gen Q AI capabilities.
- Early customers (SoftBank, JPMorgan Chase, Amgen) signal initial market demand.
- Recent $10B valuation provides capital to accelerate roadmap and M&A.
Bearish
- Strong competitors (IBM, Alphabet, Microsoft) have notable breakthroughs that could challenge market share.
- Commercialization risks: scaling, supply chain, and developer ecosystem challenges may slow deployments.
- Sovereign quantum competition could fragment markets and complicate global customer deployments.
Bullish tickers
NVDAAMGNJPMSOFTBANKHONQUANTINIUM
Bearish tickers
IBMGOOGLMSFT
QUANTINIUM
Bullish
Launching Helios commercially with signed customers and $10B valuation to accelerate growth.
Bearish
Private company facing intense competition and execution risks despite claims of being years ahead.
NVDA
Bullish
Key partner providing GPUs and NVLink to enable Gen Q AI and speed quantum-classical workloads.
Bearish
Integration risks and reliance on partner ecosystem could limit realized quantum-classical benefits.
AMGN
Bullish
Customer using Helios for early drug discovery applications, indicating potential future benefits.
Bearish
Unclear near-term ROI from quantum for drug discovery; timelines remain speculative.
JPM
Bullish
Early customer exploring commercial quantum applications, signaling institutional interest.
Bearish
Financial-sector benefits from quantum remain exploratory and timing uncertain.
SOFTBANK
Bullish
Customer and strategic partner on cloud deployments, part of regional Singapore on-premise install.
Bearish
Cross-border deployments and geopolitical factors could complicate partnerships and deployments.
HON
Bullish
Majority stakeholder providing strategic support and industrial capabilities to scale commercialization.
Bearish
Majority ownership by Honeywell may influence strategic decisions and exit timing.
IBM
Bullish
Active competitor whose progress validates market demand for commercial quantum solutions.
Bearish
IBM's ongoing breakthroughs could outpace or limit Quantinium's commercial traction.
GOOGL
Bullish
Alphabet advancing quantum research, increasing overall ecosystem momentum.
Bearish
Alphabet's resources and research could compete directly with Quantinium's commercialization efforts.
MSFT
Bullish
Microsoft working on quantum products, contributing to a growing commercial market.
Bearish
Microsoft's product development may capture enterprise customers before newcomers scale.
People mentioned
Rajiv Hazra