Sutor Group Intelligence and Advisory
Tech, Strategy, and Marketing Expertise for Quantum Computing, AI, and Emerging Tech
Semiconductor chips are small electronic devices made from semiconductor materials, like silicon, that contain numerous interconnected components such as transistors and resistors. They are essential for processing and storing information in a wide range of electronic devices, from smartphones to computers and beyond.
Source: Conversation with Copilot, 9/28/2024
What Happened? On Wednesday, March 5, 2025, superconducting quantum computing company Rigetti Computing announced its financial results for the Q4 2024 quarter and 2024 fiscal year ending December 31, 2024. See its press release for the full details. The Numbers Let’s begin by looking at the quarterly results: Rigetti Computing GAAP Quarterly Financial Results Q4…
Today’s Brief Commentary: It was a busy week in the quantum realm, with IonQ releasing Q4 2024 and FY 2024 earnings and getting a new CEO, and Amazon Web Services/ CalTech announcing a cat qubit prototype quantum processing unit. I really, really like that they called it a prototype. “Here, look what we did. It’s…
This is the 50th edition of this newsletter. I’m forgoing links today to discuss quantum computing vendor announcements and how they affect the trust in those vendors. Quantum Computing Announcements: It’s a Question of Trust Last week, Microsoft announced its Majorana-1 chip with great fanfare, common among major corporations with big marketing and communications budgets…
Today’s Brief Commentary: Microsoft made a lot of news this week in the quantum space via its giant marketing and communication machine with the introduction of its Majorana-1 chip. (All the big corporations have giant marketing and communication machines. Cf. Google, IBM, and NVIDIA.) On the same day, they introduced Muse, a generative AI “World…
Today’s Brief Commentary: I’m writing this at the tail end of my trip to Riyadh, Saudi Arabia, to speak at the huge (> 100,000 people) LEAP / DeepFest 2025 event. It’s been a busy week, and yesterday, I was on the panel “Quantum Leap: The Intersection of Quantum Computing and AI.” Areiel Wolanow moderated, with…
Today’s Brief Commentary: At the Inside Quantum Technologies Quantum + AI conference in October, I gave the talk “Quantum AI: A Quantum Computing Industry Perspective.” In it, I included the following slide: Now, I was joking, sort of, but this notion of combining the two technologies is not new. While I was at IBM…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary The first link today is to an update from The Futurum Group about the advanced semiconductor AI accelerator market. Everything else is about Generative AI. It’s easy to say that GenAI is over-hyped (it is), dominates the…
Commentary and a selection of the most important recent news, articles, and papers about Quantum. Today’s Brief Commentary This last week has been the first of 2025 when the stock prices for public quantum companies have not dominated discussions. That topic is not going away, but we are beginning to see more announcements of solid…
Commentary and a selection of the most important recent news, articles, and papers about Quantum. Today’s Brief Commentary While it sometimes seems that everyone who has heard the term “AI” has started their own Substack newsletter on the topic, we are not quite there with quantum computing. Nevertheless, we appear to be gaining at least…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary Welcome to my first newsletter of 2025 focused on topics related to AI. Over the last several weeks, I slowed down my publishing rate for this and the quantum editions to catch my breath. I did not…
Commentary and a selection of the most important recent news, articles, and papers about Quantum. Today’s Brief Commentary This is my last quantum newsletter for 2024, and I’m anxious to get going with 2025. This year had many highlights but was marred by extra hype and public misunderstandings in the last several weeks. I don’t…
Commentary and a selection of the most important recent news, articles, and papers about Quantum. Today’s Brief Commentary Plastic glass. Jumbo shrimp. Open secret. These are all examples of oxymorons, phrases whose first halves seem to be the opposite of the second. I read another one over the weekend: Quantum computing classical hardware. To be…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary I spent this last week at the Q2B conference in Santa Clara, California, so my mind has focused more on quantum technologies than AI. That’s my excuse for playing catch-up on AI topics in this newsletter edition….
Today’s Brief Commentary I’m writing this on the afternoon of December 10, the first full day of Q2B Silicon Valley in Santa Clara. Today’s news links have a few items from last week, more world leadership, which I have highlighted, and important news from Infleqtion/NVIDIA and Google. Infleqtion has now demonstrated logical qubits via NVIDIA’s…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary Some of you have asked how I build this newsletter with the links and categorization. During the days before publishing an edition, I collect links to articles, papers, newsletters, and web pages on AI and quantum technologies…
Commentary and a selection of the most important recent news, articles, and papers about Quantum. Today’s Brief Commentary This is my last round-up of news and articles about quantum technologies before the Q2B Silicon Valley conference in Santa Clara, California, next week, December 10–12. Several companies, including Equal1 and Alice & Bob, squeezed in announcements…
Commentary and a selection of the most important recent news, articles, and papers about Quantum. Today’s Brief Commentary Ahead of my talk at Q2B Silicon Valley on December 12 and an Analyst Insight article for The Futurum Group, I’ve been looking at companies around the world who claim to be creating quantum processing units (QPUs)….
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary Today’s links give an idea of how AI is being used across the arts, academia, and business. That sounds better than saying they are a bunch of odds and ends as we approach the end of 2024,…
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary As is often the case, NVIDIA is the center of attention today in the AI world. The company announced Q3 2024 earnings and other financials on Wednesday. The stock was “only” up 94% from a year ago….
Commentary and a selection of the most important recent news, articles, and papers about AI. Today’s Brief Commentary Large Language Models (LLMs) don’t continuously learn, and David Linthicum covers this ground well in his YouTube video in the Generative AI and Models section. I strongly recommend that you watch it. I think today’s LLM +…