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They placed all their bets on enterprise cloud + Quantum.



Azure and AWS?


Well they certainly aren't the biggest but their cloud operation is still pretty large and somewhat nice. Noone is even close to IBM in Quantum cloud offerings.

IBM q2 revenue- 16bb AWS q2 revenue- 26bb Azure q2 revenue 24bb

I really don't understand why people say IBM is dying, its literally one of the most successful and revenue producing companies in the world with plenty of room for growth with their investments in Quantum. The just don't provide as many consumer facing products so everyone assume's they're dead.


What is the bull case for a Cloud-based quantum computing offer? Are there really billions of dollars of workloads out there that have any realistic chance of migrating to IBM quantum tech within a decade? Two decades?


All quantum workloads (whatever they will be) are cloud workloads because no one is going to be having their own non-trivial quantum hardware.


I personally don’t know much about quantum or IBM. How relevant are they today? Are they going to become more relevant tomorrow?


Late response, but how are they irrelevant they're 63rd give or take on the Fortune 100 and they're growing just as much as any other company in that size range. They're just not relevant to the average Joe because they don't really make products for us. They make products for other fortune 500 companies.




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