Quantum Computing Gains Momentum as D-Wave Targets $5M ROI, BofA Sees Breakthrough Potential, and JPM Overhauls Research Leadership

D-Wave Quantum Inc. (QBTS) published a survey showing 81% of global business leaders believe classical computing has reached its limits, with 53% planning to integrate quantum optimization within two years and 46% expecting a $1 million to $5 million ROI within 12 months. Bank of America flagged quantum computing as "transformative," but has not initiated coverage on any quantum stocks. JPMorgan Chase reshuffled its Global Technology Applied Research group, which oversees quantum computing and other emerging technologies.

A new survey by D-Wave Quantum Inc. (NYSE: QBTS) reveals that a significant majority of global business leaders are optimistic about the potential of quantum optimization. The study, conducted by Wakefield Research, surveyed 400 business leaders across North America, Europe, and Asia Pacific and found that 81% believe classical computing has reached its limits in terms of optimization capabilities. This sentiment is driving a growing interest in quantum computing, with 53% of respondents planning to integrate quantum optimization into their workflows within the next two years [1].

The survey also highlights the potential financial benefits of adopting quantum optimization. A substantial 46% of respondents expect a return on investment (ROI) of between $1 million and $5 million within the first 12 months of implementation. Moreover, 27% predict an ROI of over $5 million during the same period. These expectations are particularly high in industries such as supply chain and logistics (50%), manufacturing (38%), planning and inventory (36%), and research and development (36%) [1].

The findings underscore the transformative potential of quantum computing in addressing complex optimization problems. Among those familiar with quantum computing, 73% expect it to be very or extremely helpful in solving operational challenges, with nearly a quarter describing it as a "game changer" [1]. The survey also identified key barriers to adopting new optimization technologies, including outdated technology, budgetary restrictions, reliance on classical optimization, and lack of skilled staff. Despite these challenges, the push for innovation is prompting a rising interest in quantum computing [1].

Financial institutions are also taking note of these developments. Bank of America has flagged quantum computing as "transformative" but has not yet initiated coverage on any quantum stocks. Meanwhile, JPMorgan Chase has reshuffled its Global Technology Applied Research group, which oversees quantum computing and other emerging technologies, indicating a strategic focus on the field [2].

The report from D-Wave, titled "The Potential for Quantum Optimization to Create Value Across Industries," is available for download [1]. The survey underscores the growing recognition of quantum computing's real-world business value and its potential to deliver substantial ROI. As businesses continue to explore quantum technologies, the financial implications for investors and the broader economy are likely to be significant.

References:
[1] https://thequantuminsider.com/2025/07/21/d-wave-more-than-one-quarter-of-surveyed-business-leaders-expect-quantum-optimization-to-deliver-5-million-or-higher-roi-within-first-year-of-adoption/
[2] https://www.morningstar.com/news/business-wire/20250721740771/new-study-more-than-one-quarter-of-surveyed-business-leaders-expect-quantum-optimization-to-deliver-5m-or-higher-roi-within-first-year-of-adoption