<p>微软于 2 月 19 日宣布其 Majorana 1 量子芯片，震惊了科技界，这标志着在快速发展的领域中实现了一次变革性的创新飞跃。</p>
<p>量子计算机旨在解决机器学习、优化、模拟和密码学等领域的高度复杂计算，远超目前最先进超级计算机的能力。微软相信，其新颖的方法在未来几年内显著推动了颠覆性商业应用的路线图。</p>
<p>微软利用其在云计算和人工智能（AI）领域的领导地位，结合新的企业级量子解决方案，展现出显著的长期增长潜力。以下是我认为微软成为量子计算新王者的三个理由。</p>
<h2>1. 量子稳定性和可扩展性的突破</h2>
<p>与依赖于 0 和 1 的顺序二进制逻辑的经典计算机不同，量子架构使用多维状态进行处理。这种能力来自量子比特（qubit），它是量子系统中信息的基本单位，利用叠加、纠缠和推理的原理，潜在地以指数级速度处理信息。</p>
<p>尽管量子计算技术在过去十年中经历了多次行业进步，微软发明了一种新型材料，用于量子系统，称为拓扑超导体。</p>
<p>Majorana 1 系统利用这些拓扑导体创建更小、更快且本质上更稳定的量子比特，与其他方法相比，显著减少了计算错误。也许关键的突破在于其集成的虚拟数字测量和控制系统，允许准确读取量子比特状态，以便在未来系统向更大功率扩展时进行管理。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDg1OTkvbWljcm9zb2Z0LWJ1bGxpc2gtc3RvY2stb3V0bG9vay0yMDI1LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDg1OTkvbWljcm9zb2Z0LWJ1bGxpc2gtc3RvY2stb3V0bG9vay0yMDI1LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>2. 拓扑导体的优势</h2>
<p>根据微软的说法，Majorana 1 在促进量子扩展方面提供了关键改进，相较于当前的替代方案，牺牲更少。</p>
<p>例如，<strong>Alphabet</strong> 在其最新的 Willow 芯片中使用的超导量子比特或 <strong>国际商业机器</strong> 在其 Condor 系统中使用的超导量子比特，虽然实现了高量子比特数量，但对环境干扰高度敏感，带来了实际的扩展挑战。这些系统依赖于模拟测量技术，需要精确校准以管理噪声，而微软通过 Majorana 1 的数字方法克服了这一障碍，该方法专为其拓扑导体量子比特量身定制。</p>
<p>还有 <strong>IonQ</strong>，它利用独特的陷阱离子技术向前推进，量子比特由激光控制。这种方法已被证明可以减少错误，但其操作速度较慢，使其不太适合时间敏感的应用。通过这一标准，Majorana 1 可能提供一个更具未来保障的基础，以实现百万量子比特的目标。微软首席执行官萨提亚·纳德拉强调了这一里程碑。在一篇 LinkedIn 博客文章中，他表示：</p>
<blockquote>
<p>使用拓扑导体创建的量子比特更快、更可靠且更小。它们的尺寸为 1/100 毫米，这意味着我们现在有了一条通往百万量子比特处理器的明确路径。想象一下，一个可以放在你手掌中的芯片，却能够解决即使是今天地球上所有计算机结合起来也无法解决的问题！</p>
</blockquote>
<h2>3. 全栈云生态系统的优势</h2>
<p>抛开技术术语，在量子计算领域，重要的是其实际应用案例。材料科学、药物发现、金融建模、网络安全和物流优化都将迎来革命性的变化。也许在未来最大的奖赏是量子计算在下一代人工智能中所扮演的角色，以实现像人工通用智能（AGI）这样的概念，模仿不受训练数据集限制的人类思维。</p>
<p>Majorana 1 使微软有可能通过提供更精细的量子解决方案，拥有更广泛的应用范围，从而超越竞争对手。这在新兴行业参与者中尤其如此，包括 IonQ、<strong>Rigetti Computing</strong>、<strong>D-Wave Quantum</strong> 和 <strong>Quantum Computing Incorporated</strong>，这些公司将面临与微软在持续开发方面的资源竞争的挑战。</p>
<p>微软在长期内的主要优势在于将 Majorana 1 作为专有量子硬件与 Azure 云计算平台整合。这一能力为微软提供了一个全栈量子计算即服务生态系统的机会，进一步增强其市场领先的生产力工具和 AI 解决方案，为下一个十年及更长时间提供新的增长动力。</p>
<p>这为希望通过一个经过验证的科技行业领导者捕捉量子计算高层主题的投资者提供了良好的机会。凭借其成功的业绩，微软在创新的前沿保持良好定位，并继续回报股东。</p>

微软

<p>微软宣布推出其 Majorana 1 量子芯片，这标志着量子计算领域的一项重大进展。该芯片利用拓扑超导体来创建稳定的量子比特，从而增强可扩展性并减少计算错误。Majorana 1 的数字测量系统允许精确的量子比特管理，使微软在各个行业的量子应用中处于领先地位。与 Azure 云服务的集成实现了全栈量子计算即服务模型，为投资者在不断发展的科技领域提供了竞争优势和增长潜力</p>

<p>Microsoft shocked the tech world by announcing its Majorana 1 quantum chip on Feb. 19, marking a transformative leap of innovation in the rapidly evolving field.</p>
<div class="lb-trans"><p>微软于 2 月 19 日宣布其 Majorana 1 量子芯片，震惊了科技界，这标志着在快速发展的领域中实现了一次变革性的创新飞跃。</p>
</div><p>Quantum computers are intended to solve highly complex calculations in areas such as machine learning, optimization, simulations, and cryptography, far beyond the capabilities of the most advanced supercomputers. Microsoft believes its novel approach has meaningfully pulled forward the roadmap for game-changing commercial applications into the coming years.</p>
<div class="lb-trans"><p>量子计算机旨在解决机器学习、优化、模拟和密码学等领域的高度复杂计算，远超目前最先进超级计算机的能力。微软相信，其新颖的方法在未来几年内显著推动了颠覆性商业应用的路线图。</p>
</div><p>The opportunity for Microsoft to leverage its leadership in cloud computing and artificial intelligence (AI) with new enterprise-scale quantum solutions highlights a significant long-term growth potential. Here are three reasons I believe Microsoft is the new king of quantum computing.</p>
<div class="lb-trans"><p>微软利用其在云计算和人工智能（AI）领域的领导地位，结合新的企业级量子解决方案，展现出显著的长期增长潜力。以下是我认为微软成为量子计算新王者的三个理由。</p>
</div><h2>1. The breakthrough in quantum stability and scalability</h2>
<div class="lb-trans"><h2>1. 量子稳定性和可扩展性的突破</h2>
</div><p>In contrast to classical computers, which rely on the sequential binary logic of 0s and 1s, a quantum architecture uses multidimensional states for processing. This power comes from qubits, the fundamental unit of information in a quantum system that utilizes the principles of superposition, entanglement, and inference to potentially process information exponentially faster.</p>
<div class="lb-trans"><p>与依赖于 0 和 1 的顺序二进制逻辑的经典计算机不同，量子架构使用多维状态进行处理。这种能力来自量子比特（qubit），它是量子系统中信息的基本单位，利用叠加、纠缠和推理的原理，潜在地以指数级速度处理信息。</p>
</div><p>While quantum computing technology has progressed through multiple industry advancements over the past decade, Microsoft has invented a new class of materials for quantum systems called topological superconductors.</p>
<div class="lb-trans"><p>尽管量子计算技术在过去十年中经历了多次行业进步，微软发明了一种新型材料，用于量子系统，称为拓扑超导体。</p>
</div><p>The Majorana 1 system leverages these topoconductors to create smaller, faster, and inherently more stable qubits that dramatically reduce computational errors compared to other approaches. Perhaps the key breakthrough is its integrated virtualized digital measurement and control system, allowing for accurate qubit state readings to manage them as the systems scale toward greater power in the future.</p>
<div class="lb-trans"><p>Majorana 1 系统利用这些拓扑导体创建更小、更快且本质上更稳定的量子比特，与其他方法相比，显著减少了计算错误。也许关键的突破在于其集成的虚拟数字测量和控制系统，允许准确读取量子比特状态，以便在未来系统向更大功率扩展时进行管理。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDg1OTkvbWljcm9zb2Z0LWJ1bGxpc2gtc3RvY2stb3V0bG9vay0yMDI1LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F808599%2Fmicrosoft-bullish-stock-outlook-2025.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>2. The advantage of topoconductors</h2>
<div class="lb-trans"><h2>2. 拓扑导体的优势</h2>
</div><p>According to Microsoft, Majorana 1 delivers key improvements to facilitate quantum scaling with fewer trade-offs compared to current alternatives.</p>
<div class="lb-trans"><p>根据微软的说法，Majorana 1 在促进量子扩展方面提供了关键改进，相较于当前的替代方案，牺牲更少。</p>
</div><p>For example, the superconducting qubit processes used by <strong>Alphabet</strong> in its latest Willow chip or by <strong>International Business Machines</strong> in its Condor system achieve high qubit counts but are highly susceptible to environmental interference, posing practical scaling challenges. These systems rely on analog measurement techniques that require precise calibration to manage noise, a hurdle Microsoft overcomes with Majorana 1's digital approach tailored to its topoconductor qubits.</p>
<div class="lb-trans"><p>例如，<strong>Alphabet</strong> 在其最新的 Willow 芯片中使用的超导量子比特或 <strong>国际商业机器</strong> 在其 Condor 系统中使用的超导量子比特，虽然实现了高量子比特数量，但对环境干扰高度敏感，带来了实际的扩展挑战。这些系统依赖于模拟测量技术，需要精确校准以管理噪声，而微软通过 Majorana 1 的数字方法克服了这一障碍，该方法专为其拓扑导体量子比特量身定制。</p>
</div><p>There is also <strong>IonQ</strong>, which has moved forward with its unique trapped-ion technology, with qubits controlled by lasers. This method has been shown to reduce errors, but it also operates slower, making it less suited for time-critical applications. By this measure, Majorana 1 may offer a more future-proof foundation to reach a million-qubit target. Microsoft CEO Satya Nadella emphasized this milestone. In a LinkedIn blog post, he said:</p>
<div class="lb-trans"><p>还有 <strong>IonQ</strong>，它利用独特的陷阱离子技术向前推进，量子比特由激光控制。这种方法已被证明可以减少错误，但其操作速度较慢，使其不太适合时间敏感的应用。通过这一标准，Majorana 1 可能提供一个更具未来保障的基础，以实现百万量子比特的目标。微软首席执行官萨提亚·纳德拉强调了这一里程碑。在一篇 LinkedIn 博客文章中，他表示：</p>
</div><blockquote>
<p>The qubits created with topoconductors are faster, more reliable, and smaller. They are 1/100th of a millimeter, meaning we now have a clear path to a million-qubit processor. Imagine a chip that can fit in the palm of your hand yet is capable of solving problems that even all the computers on Earth today combined could not!</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>使用拓扑导体创建的量子比特更快、更可靠且更小。它们的尺寸为 1/100 毫米，这意味着我们现在有了一条通往百万量子比特处理器的明确路径。想象一下，一个可以放在你手掌中的芯片，却能够解决即使是今天地球上所有计算机结合起来也无法解决的问题！</p>
</blockquote>
</div><h2>3. A full-stack cloud ecosystem advantage</h2>
<div class="lb-trans"><h2>3. 全栈云生态系统的优势</h2>
</div><p>Getting past the technical jargon, what's important within the quantum computing landscape is its real-world use cases. Materials science, drug discovery, financial modeling, cybersecurity, and logistical optimizations all stand to be revolutionized. Perhaps the biggest prize on the horizon could be the role quantum computing plays in the next generation of AI to achieve concepts like artificial general intelligence (AGI), mimicking human thinking not bound by its trained data set.</p>
<div class="lb-trans"><p>抛开技术术语，在量子计算领域，重要的是其实际应用案例。材料科学、药物发现、金融建模、网络安全和物流优化都将迎来革命性的变化。也许在未来最大的奖赏是量子计算在下一代人工智能中所扮演的角色，以实现像人工通用智能（AGI）这样的概念，模仿不受训练数据集限制的人类思维。</p>
</div><p>Majorana 1 positions Microsoft to possibly overtake competitors by delivering a more refined quantum solution with a broader range of applications. This is particularly true among the emerging industry players, including IonQ, <strong>Rigetti Computing</strong>, <strong>D-Wave Quantum</strong>, and <strong>Quantum Computing Incorporated</strong>, which will be challenged to compete with the resources Microsoft has to continue development.</p>
<div class="lb-trans"><p>Majorana 1 使微软有可能通过提供更精细的量子解决方案，拥有更广泛的应用范围，从而超越竞争对手。这在新兴行业参与者中尤其如此，包括 IonQ、<strong>Rigetti Computing</strong>、<strong>D-Wave Quantum</strong> 和 <strong>Quantum Computing Incorporated</strong>，这些公司将面临与微软在持续开发方面的资源竞争的挑战。</p>
</div><p>Microsoft's main advantage in the long term lies in integrating Majorana 1 as a proprietary quantum hardware with the Azure cloud computing platform. That capability opens the door for Microsoft to offer a full-stack quantum-computing-as-a-service ecosystem, further enhancing its market-leading productivity tools and AI solutions with a new growth driver in the next decade and beyond.</p>
<div class="lb-trans"><p>微软在长期内的主要优势在于将 Majorana 1 作为专有量子硬件与 Azure 云计算平台整合。这一能力为微软提供了一个全栈量子计算即服务生态系统的机会，进一步增强其市场领先的生产力工具和 AI 解决方案，为下一个十年及更长时间提供新的增长动力。</p>
</div><p>That's a great setup for investors looking to capture exposure to the high-level themes in quantum computing through a proven tech sector leader. With its track record of success, Microsoft is well-positioned to remain at the forefront of innovation and continue to reward shareholders.</p>
<div class="lb-trans"><p>这为希望通过一个经过验证的科技行业领导者捕捉量子计算高层主题的投资者提供了良好的机会。凭借其成功的业绩，微软在创新的前沿保持良好定位，并继续回报股东。</p>
</div>

3 Reasons Why Microsoft Is the New King of Quantum Computing With Majorana 1

- 微软于 2 月 19 日发布 Majorana 1 量子芯片，标志着量子计算领域的重大突破。  
- 该芯片利用拓扑超导体技术，提供更稳定、更快速的量子比特，减少计算错误。  
- 微软计划将其量子解决方案与 Azure 云平台整合，推动量子计算服务的发展。  

微软凭借 Majorana 1 成为量子计算新王者的 3 个原因