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BREAKING! The very first - and most important – question on $IONQ ’s earnings call today came from Quinn Bolton at Needham (audio below): “How much of your revenue came from your core Quantum Computing business vs. how much came from the other security / sensing / networking businesses?”...

115,549 görüntüleme • 10 ay önce •via X (Twitter)

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$IONQ The U.S. National Science Foundation just launched Project Triad: "the first-ever system where quantum sensing, networking and computing work together in concert," built to turn quantum into real-world applications across safety, healthcare, energy and defense. Now look at the elements. Sensing, computing, networking, the exact three domains NSF wants to unite. IonQ Federal's Rick Muller laid out all three at World Quantum Day, months earlier: Sensing: PNT clocks roughly 1000× more accurate than GPS (Vector Atomic), plus space (Capella) and optical comms (Skyloom). Networking: a contract in DARPA's Heterogeneous Architectures for Quantum (HARQ) program, plus QKD and entanglement distribution. Computing: nearing fault-tolerant operation in DARPA's Quantum Benchmarking Initiative (QBI), verified by DARPA. So it's not one program. IonQ is stacking two DARPA programs (HARQ and QBI) on top of the Vector Atomic, Capella and Skyloom acquisitions. His words: "IonQ can provide an engine to drive federal quantum integration that no other companies can." Now put the two diagrams side by side. NSF's illustration of an "integrated quantum system" and IonQ's timing architecture are the same picture: networked satellites, ground stations, sensors and a quantum computer, tied together by quantum links. NSF hasn't named a company. But it's building a national program around the architecture IonQ already has, down to the diagram. Sound familiar? 🔗 #IonQ #Quantum #ProjectTriad

TechInnovation

17,144 görüntüleme • 1 ay önce

$IonQ Quantum computing is officially out of the lab and driving real enterprise results! IonQ CEO Niccolo de Masi dropped massive updates on "Squawk on the Street" regarding recent acquisitions and new contracts. It’s clear: IonQ is at a "strategic and financial inflection point." Here are the key takeaways: 1/ Massive Financial Scaling IonQ is the first public quantum company to hit 9-figure revenue (tripling last year!), guiding toward a quarter-billion dollars this year " It's not a science experiment when we have... nine figures of revenue flowing in," says de Masi. The ultimate proof? 60% of their revenue is now commercial. 2/ Four Major 'World Quantum Day' Announcements IonQ just released industry-leading benchmarks focusing on the "cost to solution and time to solution". They also secured 3 massive contract wins: ✅ AFRL (Air Force Research Lab) IonQ constructs first networked quantum systems among remote quantum processing units. ✅ University of Maryland (UMD). ✅ DARPA for advanced quantum memory. 3/ Building the Future "Quantum Data Center " IonQ's tech stack goes far beyond base computing to include networking, security, and sensing. De Masi notes their tech is in all warfighting domains, "from submarines to up in the heavens in space". Why the heavy DARPA & AFRL investments? Because "they see the future for quantum data centers". The Bottom Line: Both government and commercial clients are realizing that working with the quantum ecosystem early gives them a massive competitive advantage. Full scoop 👇📹 #IonQ #QuantumComputing #DeepTech #DARPA #TechNews

TechInnovation

14,532 görüntüleme • 4 ay önce

BREAKING: THE MOST IMPORTANT VIDEO TO WATCH IF YOU ARE INVESTED IN QUANTUM COMPUTING COMPANIES. $IONQ $RGTI $QBTS $QUBT The world's leading quantum computing researcher Scott Aaronson calls out the scams and snakeoilmen in the public quantum computing stock market. $IONQ $RGTI $QBTS $QUBT - "The most important thing that I can say in this whole interview, if I am taking to Retail investors is that unfortunately there are companies that I see that are really trying to solve the hardware problems, they might succeed, they might fail but they are really focused on solving the real problems and talking about it more or less honestly" - "and then there are companies that have focused on like marketing themselves to Retail investors and doing IPO's" i.e. the 4 public quantum computing companies IONQ, Rigetti, D-Wave and QUBT. - "and I see these 2 sets of companies being mostly disjoint from each other" - "So the companies that have focused on doing IPO's are actually not the ones that are in the lead on in the hardware, what they are in the lead on is selling a narrative to people...... - "convincing people this is already useful for solving problems in optimization and machine learning and finance, which sounds great to people, but all depends on you agreeing to not ask the question Q. well could a classical computer have done that just as well, could a classical computer actually have done that much faster and easier " "When people are talking about that the big use of a quantum computer is to solve optimization or machine learning problems or to turbo charge AI, or it can already do this, it's already delivering value to customers...." "these are the tells you are dealing with a SNAKEOIL SALESMAN" He calls out the "scammy" companies in this space! Remember the only 4 quantum pure play companies that have IPO'd are $IONQ $RGTI $QUBT $QBTS He also says earlier in the interview “I would say $IONQ has not demonstrated anything in trapped ion hardware close to what Quantinuum has demonstrated in the last year” YOU ARE BEING LIED TO! Full video in comments from the The Quantum Bull

Common Sense Investor (CSI)

140,077 görüntüleme • 8 ay önce

$IONQ "The world still massively underestimates just how disruptive it's going to be." Chris Ballance IonQ President of Quantum Computing laid out the whole picture with Kearney's Brent Smolinski. Start to finish: What it is → Quantum computers run on quantum physics, not classical logic - for Ballance, the most powerful form of computing the laws of physics allow. They solve in minutes what a classical machine couldn't crack in the lifetime of the universe. Where we are → "The end of the beginning." Real systems exist, you can buy one from IonQ today, and the field is speed-running the computing revolution. The race now: who scales the best platform the fastest. The value comes in three eras → - Early: problems classical can't touch - chemistry & drug discovery (with AstraZeneca), crash-analysis simulation (with Ansys). - Middle: familiar work, but faster, better or far less energy - AI fine-tuning, most likely hybrid: a GPU farm and a quantum computer side by side, more than the sum of their parts. - Late: unknown. The killer applications are never the ones you expect. Quantum advantage → Not a benchmark stunt - a better solution per dollar invested in quantum than classical. Hard to spot, but already real for certain early problems. The economics → His sharpest line: compute is now just a markup on electricity. With a fixed budget, the question is classical or quantum - and some of the first quantum wins won't be faster, just orders of magnitude cheaper. The architectures → Superconducting (IBM, Google): first-mover lead and standard chip fabs - but chips chilled to a thousandth of a degree above absolute zero, huge energy-hungry refrigeration, and a quantum chip "three orders of magnitude harder" than Intel's toughest. It loses coherence fast, too: many redundant qubits, far bigger machines. Trapped ions (IonQ): individual atoms - and an atom is "guaranteed perfect across the universe." No fab variation, far lower error rates, no exotic cooling. The atoms are run by an ordinary classical chip, so IonQ rides the trillion-dollar semiconductor industry instead of inventing a quantum chip. (Oxford Ionics' Electronic Qubit Control, SkyWater foundry) Why it's green → A future million-qubit machine is about a dozen racks drawing minuscule power - orders of magnitude less than a large AI data center. Classical can still gain 10–100×, but not the orders of magnitude quantum unlocks. His call: within ~10 years, some 100-megawatt NVIDIA clusters could sit vacant. Quick-fire → - Most over-hyped: changing biology. - Most underestimated risk: integrating into real customer workflows. - First to adopt: finance ) portfolio analysis & fraud prevention. - Most exciting: the speed of change over the next 24 months. The personal why → What gets him out of bed: reinventing how we think about computation and the belief that the world still underestimates how disruptive this will be. For leaders → Quantum computing is here now. Adopting any new tech takes 2-3 years, so the moment to start isn't next year it's now, so you're ready when the hardware lands. Full conversation below ↓ $IONQ #IonQ #Quantum

TechInnovation

26,084 görüntüleme • 2 ay önce

My 10x stock idea from GTC isn't photonics?! But it does involve lasers. Say hello to $INFQ. It's a newly IPO'd quantum stock generating tens of millions in revenue in space + defense applications with very unique technology. Infleqtion went public last month but it's trading 40% below its IPO price with a sub $2B market cap. $INFQ trades at roughly 70x trailing sales on $29M in revenue. Compare that to $RGTI at $6B market cap on just $7M in revenue, that's 860x sales. I chatted with $INFQ's Chief Administrative Officer, Julie McGee, to dig in further but here's the TLDR. Most quantum companies need to cool their chips to near absolute zero temps just to operate. Infleqtion uses "neutral atom" technology that traps individual atoms inside a glass cell using lasers and runs them at room temperature. It takes the power of a few hairdryers. No giant refrigerators. Way cheaper and way easier to scale. And unlike most quantum names they're actually shipping products NOW. Quantum clocks for GPS-denied navigation, RF sensors, inertial navigation systems. Selling to NASA, the DoD, and the UK government. Their quantum clock is being qualified by SpaceX for satellite systems. Quantum brings a whole new level of precision that works on the ground, in the sky, and underwater. Their technology can enable submarines to navigate without ever linking up to a satellite. GPS jamming is also becoming a huge problem on the battlefield, showing up in Ukraine and Iran. Quantum timing is inherently unjammable and unspoofable. They also had a dedicated spot inside the Nvidia booth at GTC. $INFQ partnered with Nvidia to demo the first commercial materials science application running on logical qubits and are working with Nvidia's NVQLink to scale quantum-classical hybrid computing. What's next: 30 logical qubits targeted this year, one of the most important milestones in the race to fault tolerant quantum computing by 2028. Plus a new NASA contract to measure Earth's gravity from space. Infleqtion combines an attractive valuation with extremely unique technology (they're the only neutral atom quantum company publicly listed). Could easily see this re-rating fast, I just think the IPO timing was poor with Iran. Could be adding this as a lottery ticket to my Asymmetrical Bets portfolio soon... This post was not sponsored or influenced in any way by $INFQ. All thoughts are my own, NFA / DYOR.

Michael Sikand

321,848 görüntüleme • 5 ay önce

🚨 QUANTUM COMPUTING: THE NEXT TECH GOLD RUSH Quantum computing (QC) is about to blow up the tech world. Think of it as AI on steroids—but here’s the kicker: the entire U.S. quantum sector is worth less than Dogecoin. Imagine buying Bitcoin at $500. That’s where QC is today. Regular computers process in 1s and 0s. QCs use qubits, which can be 1, 0, or both at the same time (superposition). Translation? They solve ridiculously complex problems insanely fast. Google recently ran a calculation on its quantum chip in 5 minutes that would take the world’s fastest supercomputer 10 septillion years to complete. Yes, that’s older than the universe. Why it matters: QC isn’t just a cool science project—it’s a game-changer: Medicine: Design drugs in weeks, not years. Finance: Smarter investments, faster decisions. AI: Supercharges AI, making today’s breakthroughs look tiny. McKinsey predicts QC will add trillions to the economy in the next decade. Entire industries will be rewritten. We are closer than most people think. Quantum startups are already hitting 10 qubits, aiming for 100 in 2 years and thousands in 5 years. QC is already solving real problems in medicine, defense, and finance, and platforms like AWS and Google let you rent quantum power right now. Here’s the wild part: the entire U.S. quantum sector is trading for less than a meme coin. Meanwhile, China is outspending the U.S. 5 to 1 in quantum development. Legislation like the Quantum Leadership Act is injecting billions into R&D, but QC’s “ChatGPT moment”—where its potential becomes undeniable—is just 2-3 years away. The upside here is massive. QC isn’t just going to change industries—it’s going to flip them on their heads. When its moment comes, the repricing will be fast and brutal. The clock is ticking. Source: Charles Edwards

Mario Nawfal

1,870,630 görüntüleme • 1 yıl önce

6,100-Qubit Processor Shatters Quantum Computing Record | David Nield, ScienceAlert Another major quantum computing record has been broken, and by a considerable margin: physicists have now built an array containing 6,100 qubits, the largest of its type and way above the thousand or so qubits previous systems contained. It's the work of scientists from the California Institute of Technology, who used cesium atoms as their qubits, trapping them in place with a complex system of lasers that acted as tweezers to keep the atoms as stable as possible. Qubits differ from the classical bits of traditional computers by exploiting what's known as a superposition: not just binary states of 1 or 0, but a spread of probabilities that allows for algorithms that can solve problems considered out of reach of conventional computing methods. Related: Quantum Advantage: A Physicist Explains The Future of Computers A lot of qubits will be needed to make quantum algorithms practical, however. One reason for these large arrays is error correction, which helps overcome the inherent fragility of the qubit by providing a surplus to double-check the machine's operation. "This is an exciting moment for neutral-atom quantum computing," says physicist Manuel Endres. "We can now see a pathway to large error-corrected quantum computers. The building blocks are in place." There was no single breakthrough that enabled this jump in qubit numbers, but rather a series of engineering advancements in many key areas – from the laser tweezers to the ultra-high (very low pressure) vacuum chamber. Stability has also been a problem for quantum computing systems. The innovations in this latest array kept qubits in a superposition state for almost 13 seconds – almost ten times longer than previous configurations had managed. What's more, individual qubits could be manipulated with 99.98 percent accuracy, establishing a significant benchmark in the programmability of quantum technology. "Large scale, with more atoms, is often thought to come at the expense of accuracy, but our results show that we can do both," says physicist Gyohei Nomura. "Qubits aren't useful without quality. Now we have quantity and quality." To make quantum computers a practical alternative to modern supercomputers, more qubits and even greater levels of stability will be required. Experts are tackling the problem from several different angles, which is why records for some types of quantum computer don't necessarily apply to others. Next, the researchers need to work on exploiting entanglement, which will enable the system to make the leap from storing information to actually processing it. Not too far in the future, we could be using these computers to discover new materials, matter, and fundamental laws of physics. "It's exciting that we are creating machines to help us learn about the Universe in ways that only quantum mechanics can teach us," says physicist Hannah Manetsch. Read more:

Owen Gregorian

45,324 görüntüleme • 11 ay önce

🚀 SEALSQ $LAES at Times Square — Leading the Future of Quantum & AI Security! We’re proud to share that SEALSQ was featured today on the Nasdaq Tower in Times Square, announcing that our CEO Carlos Moreira will deliver the Opening Keynote at IQT Quantum + AI 2025, taking place October 19–21 in New York City. 🎤 Keynote: “AI Meets Quantum: Building Unbreakable Post-Quantum Security” Carlos will explore how AI and Quantum Computing are converging to redefine cybersecurity and shape the next era of digital trust. He will also join Panel 8: CEO Roundtable, alongside top executives from Rigetti, ORCA, SEEQC, and Arqit, to discuss the business and technology strategies driving the quantum revolution. 🔐 During the event, SEALSQ will present updates on its groundbreaking Quantum Shield “QS7001” — a RISC-V-based post-quantum secure hardware platform — and the progress of its Common Criteria EAL5+ certification with Serma Labs. The QS7001 platform integrates Kyber and Dilithium (NIST-standardized post-quantum algorithms) with advanced hardware accelerators for low-latency, high-throughput encryption, ensuring robust protection for IoT, automotive, healthcare, and critical infrastructure systems. 🌐 With this innovation, SEALSQ enables partners to future-proof devices against both classical and quantum attacks, ensuring compliance, efficiency, and trust in a rapidly evolving digital landscape. 💬 “Quantum and AI represent both opportunity and risk. With the Quantum Shield QS7001 platform and our broader post-quantum roadmap, SEALSQ is building the security foundation required to protect critical infrastructure, connected devices, and human data against the threats of tomorrow.” — Carlos Moreira, CEO, SEALSQ 📍 Event Details: 🗓️ October 19–21, 2025 📍 New York City 🎤 Opening Keynote: “AI Meets Quantum: Building Unbreakable Post-Quantum Security” 👤 Speaker: Carlos Moreira, CEO, SEALSQ 💼 Panel 8: CEO Roundtable featuring Rigetti, ORCA, SEEQC, Arqit, and SEALSQ #SEALSQ #PostQuantum #AI #QuantumComputing #Cybersecurity #TimesSquare #Nasdaq #IQT2025 #Innovation #RISC-V #Kyber #Dilithium #FutureOfSecurity

Carlos Creus Moreira

12,991 görüntüleme • 10 ay önce

BITCOIN RAILS #61: QUANTUM CRYPTOGRAPHY FOR BITCOIN | with Dan Boneh Dan Boneh 🔗 YOUTUBE: 🌿 SPOTIFY: One of the most prolific and influential cryptographers in the world, it’s difficult to fully quantify the impact that Dan Boneh has had on Bitcoin and digital assets more broadly. Through both his own research and his mentorship of some of the space’s most important contributors — e.g. Andrew Poelstra, Benedikt Bünz ☕️, and Robin Linus 🥖 — few people have done more to shape the cryptographic foundations underlying modern blockchains and digital finance. More recently, Dan co-authored Google's widely discussed paper, “Securing Elliptic Curve Cryptocurrencies against Quantum Vulnerabilities,” which reduced prior estimates of the resources required to run Shor’s algorithm against the elliptic-curve cryptography used by Bitcoin. The paper reignited debate around quantum computing timelines and the long-term security assumptions behind modern cryptocurrencies. In this episode of Bitcoin Rails, Dan and I discuss the current state of quantum computing, its potential implications for Bitcoin, and how he believes the Bitcoin community should think about preparing for a post-quantum future over the coming decade and beyond. And yes, Dan shares his take on the “when quantum” question in the interview, among other key perspectives. This episode of Bitcoin Rails is brought to you by my NEW sponsors: LayerTwo Labs LayerTwo Labs — developing research, software, and technologies for scaling Bitcoin via the integration of Drivechains (BIP 300/301) Hashi on Sui — a primitive for executing Bitcoin Defi transactions, without having to trust a federated bridge or other centralized entity BitBox BitBox — an open-source Bitcoin-only hardware wallet, with smooth UX and no compromises on security. Check out Bitbox [dot] swiss and use code BITCOINRAILS to get a discount TIMESTAMPS: 00:00 — Intro and Dan’s history with cryptography and Bitcoin 11:44 — Shor's algorithm: how a 1994 paper became cryptography's most important threat 16:39 — Building a quantum computer: superconducting qubits vs neutral atoms 25:37 — When should we start worrying about quantum computers? The timeline debate 31:51 — Have we already reached quantum computing's “ahá” moment? 39:09 — Inside the Google paper: how Shor's algorithm was optimized 49:57 — The Bitcoin mempool attack and the 10-minute window 59:21 — Mitigation: what should Bitcoin do to prepare for quantum? 1:11:54 — Hash-based vs lattice-based signatures: Dan's case for lattice 1:23:15 — ZK proofs, BIP361, and what to do with Satoshi's coins 1:31:52 — Encrypted mempools and MEV 1:38:29 — Why Bitcoin will survive quantum and Dan's message to Bitcoin builders

Isabel Foxen Duke⚡️

114,788 görüntüleme • 3 ay önce

How IIT Madras is Changing Global Security The End of Hacking? IIT Madras is spearheading India's push into quantum-secure communications through the IITM-C-DOT Samgnya Technologies Foundation, launched as the National Hub for Quantum Communication under the National Quantum Mission. This initiative aims to make communications "unhackable" by shifting from math-based encryption to physics-based security, countering future quantum computer threats. ​ The hub, inaugurated in December 2025 at IIT Madras Research Park, partners with C-DOT and is funded by the Department of Science and Technology (DST). It focuses on developing indigenous quantum hardware, QKD networks, quantum repeaters, and satellite-based systems to protect critical infrastructure like AI data centers and defense networks. Traditional encryption relies on complex math that quantum computers will crack in years. QKD uses quantum physics: any eavesdropping alters the quantum state, alerting the system instantly and burning the key. IIT Madras claims an edge in secure transmission over computing leaders like the US and China. ​ The hub builds real-world testbeds, subsidizes hardware for startups, trains experts, and links globally via IITM Global outposts. It positions India to lead in quantum-secure networks for sovereign AI and government use within five years. ​ IIT Madras also runs CyStar, a cybersecurity center advancing quantum security, AI model protection, and IoT defenses since 2024. This aligns with national goals for unhackable comms amid rising cyber threats. Credit : AIM Network.

Augadh

11,978 görüntüleme • 6 ay önce

Quantum computing can destroy crypto market. What's scarier is that our transaction data is being harvested right now. no one is paying attention because it feels like a future problem. sat down with C J $DIAM [founder of DIAM ] Since 2018, he's been quietly building the quantum-proof security layer that the entire $2.4 trillion crypto market will eventually depend on. Long before anyone was paying attention. Here's everything we got into: TIMESTAMPS 00:00 — The $2.4 trillion sitting exposed right now 00:16 — "Harvest now, decrypt later" - what it actually means 01:11 — What's already happening in the shadows of the internet 02:43 — Google just moved the quantum threat timeline to 2029 03:07 — Why waiting until 2029 to prepare is already too late 04:47 — What Diamante actually is (explained for a 15-year-old) 05:33 — Why Bitcoin and Ethereum can't simply "upgrade" to quantum-proof 07:41 — The brutal truth: legacy chains would need a full network fork 09:00 — Are your funds safe in a hot or cold wallet right now? 10:11 — "If you're a fish, you're safe. If you're a whale…" 11:03 — How developers can build or migrate onto Diamante today 12:55 — 120,000 TPS - with quantum encryption live on mainnet 13:02 — What's already being built on the ecosystem 14:04 — Quantum-secured VPN - the first viral use case incoming 15:11 — The ferrochrome giant tokenizing $3B in assets on Diamante 16:07 — How Diamante raised from the Abu Dhabi royal family 19:09 — What YOU can actually do today to protect yourself 22:06 — The psychology of building a 10-year vision in a 10-second market 24:00 — Why patient investors are Diamante's secret weapon 28:42 — What the world looks like in 2035 when quantum hits mainstream 33:39 — What the Diamante community will remember when the storm arrives 35:03 — Why Chirag doesn't see quantum security as a competition 37:43 — RAPID FIRE: AI agents - most overrated trend in crypto? 38:10 — The one builder Chirag respects most (the answer will surprise no one) part that stuck with me most wasn't the tech. It was when Chirag talked about the moments he almost gave up... He built through years when "quantum" wasn't even a narrative, let alone a trend. One of the most grounded conversations I've had on The Based Show.

Sahib

18,917 görüntüleme • 3 ay önce