原文标题： IBM-AMD Alliance Targets Drug Discovery, Climate Modeling With Quantum Supercomputers 原文连结：https://tinyurl.com/3u7643zt 发布时间：Tue, August 26, 2025 at 7:53 PM GMT+8 记者署名：Anusuya Lahiri 原文内容： International Business Machines Corp. (NYSE:IBM) and Advanced Micro Devices Inc. (NASDAQ:AMD) are partnering to advance quantum-centric supercomputing, combining IBM’s quantum hardware and software expertise with AMD’s strength in high-performance computing and AI acceleration. 国际商业机器公司 (NYSE:IBM) 与超微半导体公司 (NASDAQ:AMD) 正在合作推进以量子为 核心的超级运算，结合 IBM 在量子硬体与软体的专长，以及 AMD 在高效能运算与人工智 慧加速的优势。 The collaboration, announced Tuesday, is aimed at building scalable, open- source platforms that integrate quantum and classical systems to solve problems beyond the reach of traditional computing. Target applications range from drug discovery and climate modeling to advanced optimization. 这项於周二宣布的合作，旨在建立可扩展的开源平台，整合量子与传统系统，以 解决传统运算无法触及的问题。应用范围包括药物研发、气候建模与先进优化。 As part of the effort, AMD’s CPUs, GPUs, and FPGAs will be integrated with IBM’s quantum systems, supporting IBM’s push to deliver fault-tolerant quantum computers before the end of the decade. The companies intend to demonstrate hybrid quantum–classical workflows later this year, a step toward bringing commercially viable applications into view. 在这项努力中，AMD 的 CPU、GPU 与 FPGA 将与 IBM 的量子系统整合，支持 IBM 在本十 年结束前交付具备容错能力的量子电脑的推进。双方预计於今年稍晚展示量子–经典混合 工作流程，迈出商业应用的第一步。 The move comes as momentum in quantum computing accelerates globally. According to McKinsey, the quantum technology market, spanning computing, communications, and sensing, is projected to grow from $4 billion in 2024 to as much as $97 billion by 2035, with quantum computing alone potentially accounting for $72 billion. 随着全球量子运算的发展加速，这一举措应运而生。据麦肯锡预测，量子科技市场（涵盖 计算、通讯与感测）将从 2024 年的 40 亿美元，增长至 2035 年的 970 亿美元，其中 光是量子运算就可能占 720 亿美元。 By 2040, McKinsey estimates the sector could nearly double again to $198 billion as breakthroughs in error correction, qubit scalability, and secure communications open new frontiers in finance, defense, and life sciences. Governments worldwide have already pledged more than $10 billion in funding for 2025, underscoring the strategic importance of the field. 到 2040 年，麦肯锡估计该产业可能几乎再翻倍，达到 1,980 亿美元，随着错误修正、 量子位扩展性与安全通讯的突破，将开启金融、国防与生命科学的新前沿。全球各国政府 已承诺 2025 年投入超过 100 亿美元资金，凸显该领域的战略重要性。 Competition in the space is intensifying. Alphabet’s (NASDAQ:GOOGL) (NASDAQ: GOOG) Google Quantum AI recently unveiled its Willow chip, a superconducting system that demonstrated exponential error reduction as qubit counts scale. 该领域竞争日益激烈。Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) 的 Google Quantum AI 最近发布了其 Willow 晶片，这是一个超导系统，随着量子位数增加展现出指数级的错误 降低。 Willow completed a benchmark in under five minutes that would take an estimated ten septillion years for a conventional supercomputer, marking a significant step in real-time error correction. Willow 在不到五分钟内完成了一个基准测试，而传统超级电脑估计需要 10 的 24 次方 年（十兆兆兆年），标志着即时错误修正的一大突破。 Nvidia Corp. (NASDAQ:NVDA) has also deepened its presence in quantum through a partnership with Google Quantum AI to accelerate device development and simulation, a collaboration that Wedbush analysts have flagged as a long-term growth driver alongside Nvidia’s dominance in AI semiconductors. Nvidia (NASDAQ:NVDA) 也透过与 Google Quantum AI 的合作加深在量子领域的布局，协 助加速装置开发与模拟。Wedbush 分析师指出，这一合作与 Nvidia 在 AI 半导体的主导 地位并列，将成为长期增长的驱动力。 The IBM–AMD partnership adds another layer to the evolving ecosystem, where established players and startups alike are racing to make quantum systems practical at scale. IBM–AMD 的合作为正在演变的生态系统再添一层，老牌企业与新创公司正竞相推动量子 系统的大规模实用化。 心得/评论： https://i.imgur.com/6xVaXte.jpeg 技术上 IBM 需要 AMD 的 CPU/GPU/FPGA 来打造混合运算架构 商业上 避免落入 Nvidia–Google 联盟的生态圈 政策上 AMD 与政府超级电脑计画有深厚关系，有助於 IBM 拿下公共资金与科研应用 --

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