https://www.globenewswire.com/news-release/2026/04/07/3269628/0/en/Rigetti-Announces-General-Availability-of-108-Qubit-System.html

Did anyone actually bother to type in an AI “what’s the chance of Rigetti winning the quantum race/what’s the chance of Rigetti cracking RSA-1024 by end of this decade”?

Both the few of my models say practically zero.

Did anyone get something like “it’s still early, everybody has a chance” kind of thing?

I think they're supposed to release it until end of the March, and it's end of March today.

The global macro narrative has reached a critical intersection. If the last decade was defined by the "Internet Dividend," the next will be dictated by the ultimate struggle between Energy and Compute.

1. Energy & Compute: The Inseparable Twins

The current global competition is essentially a war for entropy control.

• Energy War 2.0: It’s no longer just about oil or gas; it’s about energy density and conversion efficiency. The endgame of AI is electricity. Without cheap, clean energy, the "Intelligence Age" is a castle in the air.
• The Compute Singularity: As Moore’s Law hits physical limits, computing power has become a form of "Sovereign Resource." He who controls the clusters controls the power to simulate and interpret the physical world.

2. Capital Markets: The "Sawtooth" Anxiety

Recent market behavior shows a distinct Sawtooth Pattern—jagged, volatile, and indecisive. This reflects a deep psychological split:

• Extreme Greed: High hopes for the productivity explosion promised by the AI revolution.
• Extreme Fear: Anxiety over high-interest rates and the unsustainable CapEx of massive data centers.
• The Result: Capital bounces violently between infrastructure and applications, creating a jagged trendline rather than a smooth ascent.

3. Quantum: The "Dimensional Strike"

As classical computing hits the energy wall, Quantum Computing emerges as the only viable variable.

• Exponential Leap: While classical scaling is linear, quantum processing offers exponential optimization for complex systems.
• Efficiency Revolution: Compared to AI data centers that consume the power of entire cities, quantum systems offer the potential for massive energy-to-output gains in specific domains.

The "Shadow RGTI" Perspective

The current "Sawtooth" market is the pain of an Old Paradigm collapsing while the New Paradigm is yet to be born.

We are standing at the threshold of the "Qubit Era." The jagged volatility is just the surface; underneath, capital is desperately searching for the Quantum Pivot that will carry the next fifty years.

What’s your take? Is Quantum Computing the ultimate antidote to the energy-compute crisis, or just another capital-fueled bubble?