# Rigetti Computing (RGTI)
> 초전도 큐비트 양자컴퓨팅 기업. 2025년 매출 $7.1M(-34%), 연 적자 $216M로 사전수익 단계다. AFRL $5.8M·CHIPS $1억 지원, 인도 CDAC 108큐비트 $8.4M 등 정부·연구 수주가 매출의 핵심이고, AWS 브래킷·NVIDIA 하이브리드로 접근을 판다. 1,000+ 큐비트 로드맵을 내세웠으나 펀더멘털보다 마일스톤·자금조달이 주가를 움직인다.
Canonical: https://valuechain.wiki/rigetti · Updated: 2026-07-12T04:15:58.008+00:00 · Source: ValueChain.wiki (refined facts, cited)

**인용용 요약**: 밸류체인 그래프 기준 Rigetti Computing의 직접 연결 기업은 3곳(관계 기준 공급 1·매출 1·투자 1)이고, 사슬을 2차까지 넓히면 16곳에 닿는다. 링크의 근거 출처는 8건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).

## Financials & segments
- 총매출: 2025 매출 $7.1M (-34%)
- 고객 집중도: AFRL·CHIPS·CDAC. 적자 $216M.
- 사업부문: QPU·시스템 판매, 클라우드 접근, 정부·연구 계약

## Annual stock return (as of 2026-07-10)
- 2022: -92.9%
- 2023: +35.1%
- 2024: +1449.2%
- 2025: +45.2%
- 2026 YTD: -25.3%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-07-10)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Tempus AI | lead3 | · | · | · | · | +74.9% | -1.4% |
| Shopify | lead3 | +21.7% | -74.8% | +124.4% | +36.5% | +51.4% | -23.9% |
| Datadog | lead2 | +80.9% | -58.7% | +65.1% | +17.7% | -4.8% | +89.4% |
| 팔로알토 네트웍스 | lead2 | +56.7% | -24.8% | +111.3% | +23.4% | +1.2% | +76.9% |
| CrowdStrike | lead2 | -3.3% | -48.6% | +142.5% | +34% | +37% | +59.7% |
| Illumina | lead2 | +2.8% | -46.9% | -31.1% | -1.3% | -1.8% | +45% |
| Snowflake | lead2 | +20.4% | -57.6% | +38.6% | -22.4% | +42.1% | +19.2% |
| Airbnb Inc | lead2 | · | -48.6% | +59.2% | -3.5% | +3.3% | +9.5% |
| Schrödinger | lead2 | -56% | -46.3% | +91.5% | -46.1% | -7.3% | -7.8% |
| MercadoLibre | lead2 | -19.5% | -37.2% | +85.7% | +8.2% | +18.5% | -8% |
| Uber | lead2 | -17.8% | -41% | +149% | -2% | +35.5% | -8.8% |
| Disney | lead2 | -14.5% | -43.9% | +4.3% | +24.4% | +3.3% | -15.3% |
| Coupang | lead2 | · | -49.9% | +10.1% | +35.8% | +7.3% | -20.3% |
| Netflix | lead2 | +11.4% | -51.1% | +65.1% | +83.1% | +5.2% | -21.7% |
| 아마존 | lead1 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +6.3% |
| Rigetti Computing | node | · | -92.9% | +35.1% | +1449.2% | +45.2% | -25.3% |
| Quanta | benef1 | +22.2% | -12.8% | +254.5% | +12.7% | +8.9% | +33.4% |
| NVIDIA | benef2 | +125.5% | -50.3% | +239% | +171.2% | +38.9% | +13.3% |
| 삼성전기 | benef3 | -11.8% | -18.5% | -1.4% | -2.5% | +110% | +467.7% |
| 키옥시아 | benef3 | · | · | · | · | +1082.1% | +260.5% |
| Micron Technology | benef3 | +24.2% | -45.9% | +71.9% | -1% | +240.2% | +243.3% |
| Murata | benef3 | -14% | -11.7% | +24.7% | -16.5% | +29.9% | +217.4% |
| 난야PCB | benef3 | +110.6% | -46.7% | -0.5% | -38.3% | +188.2% | +213.4% |
| LG이노텍 | benef3 | +78.2% | -22% | -28.8% | -22.1% | +66.8% | +204.6% |
| Arm Holdings | benef3 | · | · | · | +64.2% | -11.4% | +195.8% |
| ASE테크놀로지 | benef3 | +38.3% | -12.8% | +60.9% | +10.1% | +65.6% | +167.6% |
| Nebius | benef3 | · | · | · | · | +202.2% | +162.4% |
| Astera Labs | benef3 | · | · | · | · | +25.6% | +148.2% |
| Ibiden | benef3 | +30.4% | -19.6% | +51.6% | -38.6% | +261% | +147.1% |
| SK하이닉스 | benef3 | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +140.3% |
| 유니마이크론 | benef3 | +133.5% | -30.2% | +35.2% | -19.7% | +175.7% | +131.6% |
| 미디어텍 | benef3 | +27.8% | -26.6% | +52.9% | +58.3% | +24.9% | +124.3% |
| Corning | benef3 | +5.9% | -11.6% | -1.2% | +60.6% | +87.8% | +118.8% |
| Lumentum | benef3 | +11.6% | -50.7% | +0.5% | +60.1% | +339.1% | +117.6% |
| Teradyne | benef3 | +36.8% | -46.3% | +24.8% | +16.5% | +54.4% | +85.9% |
| 삼성전자 | benef3 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +77.9% |
| onsemi | benef3 | +107.5% | -8.2% | +33.9% | -24.5% | -14.1% | +77.2% |
| Coherent | benef3 | -10% | -48.6% | +24% | +117.6% | +94.8% | +75.8% |
| Eoptolink | benef3 | -10.1% | -27.7% | +136.6% | +197% | +368.8% | +74.9% |
| InnoLight | benef3 | -30.7% | -18.3% | +253.7% | +12% | +468.1% | +68.8% |
| Keysight | benef3 | +56.3% | -17.2% | -7% | +1% | +26.5% | +58.5% |
| Delta Electronics | benef3 | -3.4% | +10.4% | -0.3% | +59.2% | +183.8% | +54.9% |
| Monolithic Power | benef3 | +35.5% | -27.8% | +79.8% | -5.6% | +54.5% | +49.8% |
| Analog Devices | benef3 | +21% | -4.9% | +23.4% | +8.8% | +29.8% | +46.7% |
| TSMC | benef3 | +12.1% | -36.7% | +42.3% | +92.6% | +55.9% | +43.6% |
| ABB | benef3 | +23.9% | +7.3% | +18.9% | +39% | +36.1% | +27.2% |
| CoreWeave | benef3 | · | · | · | · | · | +24.1% |
| 페가트론 | benef3 | -5.9% | +0.6% | +35.3% | +21.2% | -23.8% | +24% |
| Cadence Design Systems | benef3 | +36.6% | -13.8% | +69.6% | +10.3% | +4% | +22.9% |
| Luxshare | benef3 | -11.9% | -30.2% | -21.2% | +58.8% | +29.3% | +20.6% |
| Digital Realty | benef3 | +30.7% | -41% | +39.9% | +35.9% | -10.1% | +18.2% |
| Amphenol | benef3 | +34.9% | -12% | +31.5% | +41.3% | +96.1% | +18.1% |
| Advantest | benef3 | +17% | -2.3% | +155.7% | +49.5% | +196% | +17.1% |
| 위스트론 | benef3 | +7.9% | +9.7% | +272.7% | -1.6% | +22.7% | +14.8% |
| KYEC | benef3 | +26.7% | -7.7% | +132.4% | +38.6% | +171% | +4.2% |
| Fabrinet | benef3 | +52.7% | +8.2% | +48.4% | +15.5% | +107.1% | +3.5% |
| BlackRock | benef3 | +29.4% | -20.4% | +17.9% | +29.3% | +6.6% | -2.1% |
| Synopsys | benef3 | +42.1% | -13.4% | +61.3% | -5.7% | -3.2% | -5.2% |
| TE Connectivity | benef3 | +35.1% | -27.7% | +24.6% | +3.5% | +61.1% | -11.3% |
| Recursion Pharmaceuticals | benef3 | · | -55% | +27.9% | -31.4% | -39.5% | -13% |
| BYD일렉트로닉스 | benef3 | -56.1% | +16% | -0.4% | +60.6% | -19.4% | -34.4% |

초전도 큐비트 풀스택 양자컴퓨팅 기업으로, 매출이 연 $7M대에 적자 $216M인 사전수익 단계라 펀더멘털보다 마일스톤·자금조달이 주가를 움직인다. 논지의 핵심은 정부·연구 수주가 매출을 지탱하고(AFRL·CHIPS $1억·인도 CDAC), 콴타의 $35M 전략투자·공동개발이 제조·자금을 보강한다는 것 — 상업화 이전이라 AWS 브래킷·NVIDIA 하이브리드로 접근을 판다. 리스크는 1,000+ 큐비트 로드맵의 기술적 실현과 지속적 자금조달 필요성이며, 그래프상 아마존·엔비디아 등 접근 채널·컴퓨트 파트너에 얹혀 있다. (analysis as of 2026-07-09)

## Money in · revenue from (2)
### 정부·연구 (AFRL·CHIPS·CDAC) (high)
- note: 정부·연구에 QPU·시스템 판매(AFRL·CHIPS $100M·인도 108큐비트).
- [confirms] Rigetti (EN, filing, published 2026-03-04) https://investors.rigetti.com/news-releases/news-release-details/rigetti-computing-reports-fourth-quarter-and-full-year-2025: "정부·연구에 QPU·시스템 판매(AFRL·CHIPS $100M·인도 108큐비트)."
- [confirms] Quantum Computing Report (EN, news, published 2025-11-11) https://quantumcomputingreport.com/rigetti-computing-reports-on-its-q3-2025-financial-results-unveils-aggressive-qubit-roadmap-to-1000-qubits/: "정부·연구에 QPU·시스템 판매(AFRL·CHIPS $100M·인도 108큐비트)."
- [confirms] 한국경제 (KO, news, published 2025-10-14) https://www.hankyung.com/article/2025101482481: "양자칩부터 클라우드까지…리게티컴퓨팅 '날개'"
- [confirms] GlobeNewswire (EN, news, published 2025-09-18) https://www.globenewswire.com/news-release/2025/09/18/3152396/0/en/Rigetti-in-Collaboration-with-QphoX-Awarded-5-8M-AFRL-Contract-to-Advance-Superconducting-Quantum-Networking.html: "Rigetti, with QphoX, Awarded $5.8M AFRL Contract"

### 아마존 (mid)  → /amazon.md
- note: AWS 브래킷으로 초전도 QPU 접근 판매.
- [confirms] Quantum Computing Report (EN, news, published 2025-11-11) https://quantumcomputingreport.com/rigetti-computing-reports-on-its-q3-2025-financial-results-unveils-aggressive-qubit-roadmap-to-1000-qubits/: "AWS 브래킷으로 초전도 QPU 접근 판매."

## Money out · pays to (2)
### 극저온·제어·소재 (비공개) (low)
- note: 희석냉동기·제어 전자·소재.
- [confirms] Rigetti (EN, filing, published 2026-03-04) https://investors.rigetti.com/news-releases/news-release-details/rigetti-computing-reports-fourth-quarter-and-full-year-2025: "희석냉동기·제어 전자·소재."

### NVIDIA (low)  → /nvidia.md
- note: NVIDIA 하이브리드로 양자·고전 연산 결합.
- [confirms] The Quantum Insider (EN, research, published 2026-03-05) https://thequantuminsider.com/2026/03/05/rigetti-posts-216-million-annual-loss-while-expanding-quantum-system-deployments/: "NVIDIA 하이브리드로 양자·고전 연산 결합."

## Investors (1)
### Quanta (high)  → /quanta.md
- note: Quanta Computer(대만 ODM, TWSE:2382)가 $35M 전략 지분투자(2025-04-30 종결, ~$11.59/주)+초전도 QPU 공동개발·제조(5년간 각 $100M+).
- [confirms] 글로벌이코노믹 (KO, news, published 2025-05-01) https://www.g-enews.com/article/Securities/2025/05/202505010722413056e250e8e188_1: "리게티 컴퓨팅, 퀀타컴퓨터 투자 유치로 협력 '날개'"
- [confirms] GlobeNewswire (EN, news, published 2025-04-30) https://www.globenewswire.com/news-release/2025/04/30/3071288/0/en/Rigetti-Computing-Closes-Investment-by-Quanta-Computer.html: "Rigetti Computing Closes Investment by Quanta Computer"
- [confirms] SEC EDGAR (Rigetti 8-K) (EN, filing, published 2025-02-27) https://www.sec.gov/Archives/edgar/data/1838359/000110465925018599/tm257789d1_ex99-1.htm: "Rigetti–Quanta Computer Strategic Collaboration ($35M investment)"

## 질문별 엔드포인트
- 누가 리게티의 고객인가? 리게티의 매출은 어디서 오는가? → https://valuechain.wiki/rigetti/customers.md
- 리게티의 주요 공급사는 어디인가? 리게티의 비용은 누구에게 가는가? → https://valuechain.wiki/rigetti/suppliers.md
- 리게티 주가가 움직이면 누가 수혜를 보는가? 리게티의 가치사슬 파급은 어디까지인가? → https://valuechain.wiki/rigetti/ripple.md
- 증권가가 보는 리게티: 목표주가와 투자의견은? → https://valuechain.wiki/rigetti/consensus.md

---
_Generated for LLM/agent consumption. Each edge lists stance (confirms/mentions/contradicts), source publisher, language, date, and excerpt for verification._