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D-Wave, SuperQ, and Verge: A New Path Forward for Quantum? 
Key Points - D-Wave Quantum's partnership with SuperQ and Verge on an optimized agriculture logistics platform has led to a revenue contract.
- D-Wave has previously relied heavily on individual system sales of its quantum computers, a path that may be limited.
- While revenue challenges undoubtedly remain, the success of this partnership could signal another way to build sales growth and expand quantum computing into new industries.
Finally breaking above $20 per share in mid-July, quantum computing giant D-Wave Quantum Inc. (NYSE: QBTS) extended its rally as it touched new all-time highs. As shares have nearly doubled in value year-to-date (YTD), investors will undoubtedly be watching the company's early-August earnings for clues about its ongoing commercialization efforts. There are plenty of reasons to be optimistic—over a quarter of surveyed business leaders expect a quantum investment to provide an ROI of more than $5 million in the first year, with another 46% anticipating ROI between $1 million and $5 million. This suggests a bullish customer base ready to spend heartily on quantum technology that could transform industries. D-Wave's major sales in recent quarters have been entire quantum computing systems, including the first sale of its Advantage system in the first quarter of 2025. But a partnership with another quantum firm—Canada's SuperQ Quantum Computing Inc. and agricultural software firm Verge Ag—may provide insight into how D-Wave's product lineup may expand in the future. If you're collecting or planning to collect social security...
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