DEEP-SIX THOUGHTS ON DATA PROCESSING

EDGE AND QUANTUM COMPUTING

 

UPDATE: 4/11/18

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      Alexa, "How do you do it?" The data processing of today is rapidly reaching its capacity. For example, autonomous automobiles—essentially a data center on wheels---computing plays a dominant role. GE Digital partner, Intel, estimates that autonomous cars, with hundreds of on-vehicle sensors, will generate 40TB of data for every eight hours of driving. That’s a lot of data. It is unsafe, unnecessary, and impractical to send all that data to a cloud for processing. Stopping the car from careening into one that ran a red light has to be quicker than that. For now, Edge Computing is making it possible for a limited time. The Edge is located in the warehouse, dispatching center, etc. and the computations are done rapidly to apply the brakes. Final data storage is sent to the cloud at a more leisurely rate.

Dedicated to Nathan

     40TB/day for 1 vehicle is overwhelming. Edge and cloud are for today but not for tomorrow. Quantum may be the answer. Running at close to zero degrees Kelvin allows processing that would be similar similar to relocating from New York to Ecuador on a millipede vs. a rocket.

     There are various companies that are in a rush to make a functional quantum computer. Supposedly it will take a minimum of 50 qbits. As of a week ago 49 qbits have been achieved.

     Wikipedia: In quantum computing, a qubit or quantum bit (sometimes qbit) is a unit of quantum information—the quantum analogue of the classical bit. A qubit is a two-state quantum-mechanical system, such as the polarization of a single photon: here the two states are vertical polarization and horizontal polarization. In a classical system, a bit would have to be in one state or the other.

      Soon, maybe next week, quantum goal seekers are meeting to march forward. Companies involved in this research are not surprising: Amazon, Google, IBM, Intel, and D-Wave (Canadian, not publically-traded, claims to have a working Quantum), and possibly others will be meeting because they have a strong need for Quantum data-processing or want the revenue from offering the Quantum.

     It's complicated but there may be another baby Amazon in the making. Plunk down a few dollars and live high on the hog. If you would keep your brain tuned to the topic and see anything that could be added to this web page that would keep us on track, email Deep-Six and what you send will be added to this page. Please, no speculation or wishful thinking.

From JU: The ability for little guys like us to buy into a company that will explode with this technology is very small. The hedge funds and other big money already have it all closed to us. There are no IPOs available and not likely to be any in the near future. There are diverse companies from like Alphabet, Amazon, IBM and so on developing these computers. If one wanted to take a flyer on IBM, it has the most upside since its stock is depressed. All the others are selling at crazy multiples of earnings which means the smart guys have already priced this stuff into their calculations.

In my estimation, the quantum computers are in development something like PCs were in 1978. Had it figured out except for knowing how to commercialize it.

From TF: Quantum Computers: Solving Problems in Minutes, Not Millennia
FEB 2018
The Outsiders
Replay
For years, people have talked about the development of computers so powerful they could replace every data center on Earth and solve in seconds problems that would take traditional computers millennia to crack. Today, public and private companies are accelerating their efforts to develop these “quantum computers,” elevating them onto Goldman Sachs Research’s “Outsiders” list of emerging ecosystems to watch. Toshiya Hari, GS Research’s lead semiconductors analyst, discusses potential applications for quantum computing from drug development to logistics, as well as how soon to expect commercial scale.

Accendo Markets
Research analyst, event-driven, macro, momentum
Accendo Markets

Summary
This article takes a long view on the quantum computing industry, and how you might invest in it.
There are a number of publicly listed companies with exposure to the sector; here we consider three on the U.S. exchange and one Canadian listed fund.
Whilst there are no pure plays if quantum computing is the disruptive game changer it appears to be, whetting your beak could be worth the risk.
This article turns its attention to how you might take a position in quantum computing, as once this growing area really gets off the ground, it is likely to shake things up substantially. Whilst there are no publicly listed pure plays at present, there are ways to increase your exposure. This includes BDC investments and a targeted buy. In this article, the former is considered in the shape of the long-beleaguered Harris & Harris (TINY) and the Canadian listed Pender Growth Fund (OTC:PNDDF) [PTF:CN] whilst a consideration of the latter approach takes in two well-known stocks: Microsoft (NASDAQ:MSFT) and Intel (NASDAQ:INTC).
Vern Brownell, CEO of D-Wave, on his company's quantum computing opportunity.

Source: The Guardian
According to MarketWatch, the quantum computing market is projected to top $5bn by 2020, not quite the big leagues yet. That said, from fintech, to big data, to hardware design, cybersecurity, general analysis services, information and systems modelling, biotechnology, and a host of other sectors, once quantum computing gains sufficient traction, we seem to be looking at, alongside AI, the face of the next wave of disruption. In investment terms, there are host of quantum computing companies with significant VC support, but few are backed by public companies. Three buck this trend: D-Wave, backed by, amongst others, Harris & Harris, Canada-based Pender Growth Fund, and Goldman Sachs (NYSE:GS), Post-Quantum, supported in part by London's Barclays (NYSE:BCS), and 1QBit, which have received support from CME Group (NASDAQ:CME) and the Royal Bank of Scotland (NYSE:RBS). In terms of already listed IT giants making moves in the quantum world, Intel is not alone, IBM (NYSE:IBM), Microsoft, and Google (NASDAQ:GOOG) (NASDAQ:GOOGL), for instance, are also increasing their quantum investments.

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