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RGTI

Rigetti Computing, Inc.·Computer Hardware·United States

Rigetti Computing, Inc., through its subsidiaries, builds quantum computers and the superconducting quantum processors the United States, the United Kingdom, rest of Europe, Asia, and internationally....

1 Total1 External0 In-site

RGTIRigetti Computing, Inc.

2026-03-02

💻 TechnologyPitch

Externalby Ticker_Thoughts · Substack

Ticker_Thoughts on Rigetti Computing, Inc. (RGTI)

行业

Semiconductors and Semiconductor Equipment

主要经营地

美国加州，量子计算研发与制造

详细的生意模式

研发并销售/提供超导量子计算机、QPU、云访问和专业服务，商业化仍处极早期。现阶段收入很小，价值几乎全部来自未来技术路线胜出与产业采用。

护城河

自有 fab、早期架构积累和工程团队算是潜在壁垒，但面对 IBM、Google、IonQ 等巨头或更强路线时，护城河非常不确定。技术快，不确定性更快。

估值水平

EV/Sales≈709x；典型公开市场VC估值，不适合价值框架

EV/Market Cap

0.92x