Ep 10: IBM's $10 Billion Quantum Bet Survives a 25% Stock Drop

Quickly Quantum · Jul 15, 2026 · 16m · transcript

IBM reaffirms its $10 billion, five-year quantum roadmap and 2029 fault-tolerance target in the same letter admitting a rough Q2 miss and a 25% stock drop — we dig into whether that reaffirmation means anything before IBM's July 22 earnings call. Plus: NVIDIA's decoder claims a 347x error-rate cut, D-Wave heads to Nasdaq, and quantum keeps finding industrial and workforce partners.

IBM Reaffirms $10 Billion Quantum Push Despite Weak Preliminary Quarterly Results — The Quantum Insider

NVIDIA Says AI Decoder Achieved up to 347x Cut in Quantum Logical Error Rates — The Quantum Insider

D-Wave…