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北京时间·🕒 发布 23:21:24时区推断·⟳ 抓取 23:25:18·⚡ 决策 07-27 23:26:57 +1m39s·91.7 天前
Rigetti与HPE、Pittsburgh Supercomputing Center合作建设500万美元NSF资助的混合量子-经典超算测试床
Rigetti将向TangleLab交付9-qubit Novera系统，事件方向对Rigetti偏正面，但项目由500万美元NSF grant资助，金额相对Rigetti约50.6亿美元市值很小。
📄 原文Seeking Alpha↗ 原文
Rigetti partners with HPE to build hybrid quantum-classical supercomputer
Rigetti (RGTI) revealed today a collaboration with HPE (HPE) to build a new hybrid quantum-classical supercomputer at t…
不做 Rigetti Computing（RGTI.US）
同一具体催化已在内部案例库出现且此前判不做；500万美元NSF grant相对约50.6亿美元市值太小，RGTI盘中已涨7.56%，没有新增可执行edge。
不做 Hewlett Packard Enterprise（HPE.US）
HPE只是集成合作方，未披露订单或利润增量，且盘中股价下跌，事件对HPE市值级重大性不足。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- PSC发布TangleLab项目新闻，确认500万美元NSF grant、HPE与Rigetti参与建设。
- Rigetti确认将交付9-qubit Novera系统，并称项目建设预计2026-09-01开始、2027年投入运行。
- Seeking Alpha转述该合作并指出RGTI盘中已上涨近8%，说明消息已在美股盘中被交易。市场反应:RGTI.US在15:25 UTC报价15.22美元，较前收+7.56%；HPE.US为47.40美元，较前收-0.61%。
关键理由
- Rigetti将向TangleLab交付9-qubit Novera系统，事件方向对Rigetti偏正面，但项目由500万美元NSF grant资助，金额相对Rigetti约50.6亿美元市值很小。
- HPE角色是HPC集成与技术合作，未披露订单金额或利润增量，且HPE股价盘中为负，市场未按HPE利好重定价。
- Rigetti盘中已因同一消息上涨约7.6%，且我们历史决策库已出现同一具体催化的不做记录，当前再推卡属于重复且缺少新增事实。
主要风险
- 量子计算小盘股波动极高，9-qubit测试床更偏科研示范，若市场继续炒作量子主题，短线可能继续冲高。
- 项目 full operations 预计到2027年，商业化收入确认节奏和金额未披露。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 weakens
内部KB未命中能证明该项目对Rigetti收入或利润有重大增量的有效材料。
检索:Rigetti Novera HPE Pittsburgh Supercomputing Center TangleLab $5M grant revenue exposure - 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中直接反向利空，但也未提供能覆盖估值和商业化不确定性的新增基本面证据。
检索:Rigetti recent bearish risks cash burn dilution revenue Novera quantum computing 2026
工具调用 · 历史记录,结果未知(4 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
- search_case_library · 结果未知
原文全文
展开原文 · 2,107 字
Rigetti (RGTI) revealed today a collaboration with HPE (HPE) to build a new hybrid quantum-classical supercomputer at the Pittsburgh Supercomputing Center.
The project is funded in part by a $5M grant from the National Science Foundation. The supercomputer will feature the 9-qubit Novera quantum computing system integrated with a classical high-performance computing system.
Rigetti's stock jumped nearly 8% during Monday market trading.
"We are excited to have a Novera at the core of TangleLab, which will provide researchers and educators access to a state-of-the-art hybrid quantum-classical computer to push the boundaries of quantum computing innovation and discovery," said Rigetti CEO Subodh Kulkarni.
"Moreover, by collaborating with HPE, the global leader in HPC, we are in a strong position to deliver world-leading hybrid computing solutions—starting with TangleLab," he added.
Construction of TangleLab is slated to begin on Sept. 1, 2026, and be fully operational sometime in 2027.
"Realizing the potential of quantum computing will depend on how effectively quantum processors integrate with high-performance computing, AI, and advanced networking," said Masoud Mohseni, Senior Distinguished Technologist and Director of HPE Quantum. "HPE's role in TangleLab is to bring those technologies together into a unified hybrid environment, enabling researchers to develop, benchmark, and optimize quantum-classical workflows while gaining critical insight into how future quantum-HPC-AI systems will operate at scale."
The Pittsburgh Supercomputing Center will allow researchers access to TangleLab based on a flexible and competitive proposal process. It will also be made available for educators holding classes and workshops.
Other quantum stocks were also climbing on Monday. D-Wave Quantum (QBTS) surged more than 15% after the company announced a new agreement with AT&T to expand the telecom giant's use of its quantum computing technology for network optimization.
IonQ (IONQ) increased 7%, Quantum Computing (QUBT) and Infleqtion (INFQ) were both up nearly 6% and Arqit (ARQQ) jumped 8%.
The project is funded in part by a $5M grant from the National Science Foundation. The supercomputer will feature the 9-qubit Novera quantum computing system integrated with a classical high-performance computing system.
Rigetti's stock jumped nearly 8% during Monday market trading.
"We are excited to have a Novera at the core of TangleLab, which will provide researchers and educators access to a state-of-the-art hybrid quantum-classical computer to push the boundaries of quantum computing innovation and discovery," said Rigetti CEO Subodh Kulkarni.
"Moreover, by collaborating with HPE, the global leader in HPC, we are in a strong position to deliver world-leading hybrid computing solutions—starting with TangleLab," he added.
Construction of TangleLab is slated to begin on Sept. 1, 2026, and be fully operational sometime in 2027.
"Realizing the potential of quantum computing will depend on how effectively quantum processors integrate with high-performance computing, AI, and advanced networking," said Masoud Mohseni, Senior Distinguished Technologist and Director of HPE Quantum. "HPE's role in TangleLab is to bring those technologies together into a unified hybrid environment, enabling researchers to develop, benchmark, and optimize quantum-classical workflows while gaining critical insight into how future quantum-HPC-AI systems will operate at scale."
The Pittsburgh Supercomputing Center will allow researchers access to TangleLab based on a flexible and competitive proposal process. It will also be made available for educators holding classes and workshops.
Other quantum stocks were also climbing on Monday. D-Wave Quantum (QBTS) surged more than 15% after the company announced a new agreement with AT&T to expand the telecom giant's use of its quantum computing technology for network optimization.
IonQ (IONQ) increased 7%, Quantum Computing (QUBT) and Infleqtion (INFQ) were both up nearly 6% and Arqit (ARQQ) jumped 8%.
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