If you pay attention to what the biggest tech companies are saying about AI demand, you'll notice a common thread: they're running short of compute capacity. That means the large language models underpinning AI products today need even more data centers to be trained and for inferencing, and therefore, they need more power. Against that backdrop, energy efficiency has suddenly become a critical priority for semiconductor manufacturers.
Quantum computing stocks have been surging nonstop over the past year. Stocks like , and have corrected recently, but the market has seen several such corrections that were followed by an even bigger surge. It seems that quantum computing businesses have found themselves in the midst of a perfect storm of events, something that could actually make them sustainable. It's no secret that Wall Street now sees quantum computing as the next logical "big thing" after AI.
