D-Wave Quantum's Energy Pitch Attracts Big Money Amid Overheated Rally 19.04.2026 - 19:41:49 | boerse-global.deThe staggering energy demands of artificial intelligence are creating an unexpected opportunity for quantum computing firm D-Wave Quantum Inc. While AI data centers consume power on an industrial scale, D-Wave’s systems require a mere 10 kilowatts, a contrast CEO Alan Baratz is leveraging as a key selling point. This narrative, coupled with a strategic nod from chip giant Nvidia, has ignited a furious rally in the stock, drawing in institutional investors even as technical indicators flash warnings of a pullback. Shares of D-Wave skyrocketed approximately 55% over a recent five-day period, briefly pushing past $22 from around $14. The surge was partly triggered by Nvidia's release of open-source AI models named "Nvidia Ising," designed to advance quantum technology. Nvidia CEO Jensen Huang stated these models correct quantum computer output errors three times faster than conventional methods. Investors interpreted this move as an indirect validation of the quantum computing sector, with D-Wave emerging as a primary beneficiary on massive trading volume. The rally has now captured the attention of professional money managers. In a required filing dated April 18, asset manager Massachusetts Financial Services Co. established a new position, acquiring roughly 42,600 D-Wave shares worth over $1 million. This institutional entry signals growing credibility, even as the company sports a lofty market capitalization of about $8 billion against a still-niche revenue base. That revenue, however, is projected to grow explosively. Management forecasts sales for fiscal year 2025 will jump 179% to $24.6 million. The company also anticipates an 82.6% gross margin, though it expects an adjusted EBITDA loss of $71.8 million. Perhaps most striking is the projected growth of its sales pipeline for 2026, which is forecast to expand by roughly 1,500% year-over-year. Should investors sell immediately?