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$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:...

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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
4:05

$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 Aufrufe • vor 2 Monaten

$IonQ Following up on my recent post, why exactly did IonQ buy Lightsynq? The future of quantum computing isn't about building one massive, complex machine. It's about linking smaller, reliable machines together. Here is a short, simple video explaining how Lightsynq uses advanced fiber optics to connect these computers and build the quantum "data centers" of tomorrow. Watch it here 👇📹 $IonQ #QuantumComputing #TechInnovation
5:10

$IonQ Following up on my recent post, why exactly did IonQ buy Lightsynq? The future of quantum computing isn't about building one massive, complex machine. It's about linking smaller, reliable machines together. Here is a short, simple video explaining how Lightsynq uses advanced fiber optics to connect these computers and build the quantum "data centers" of tomorrow. Watch it here 👇📹 $IonQ #QuantumComputing #TechInnovation

TechInnovation

13,827 Aufrufe • vor 5 Monaten

$IONQ CEO: “Two year leads are very consequential in technology.” He says $IONQ is ahead of competitors. Credit where credit is due: $IONQ out-invests every other quantum company in R&D in absolute figures ($125,7 million in Q1 2026) and in growth rate (up 215% YoY). But it’s also made several strategic acquisitions for electronic qubit control (Oxford Ionics) and photonic interconnects (Lightsynq). Both are crucial for scaling logical qubits in quantum chips. In addition, $IONQ also has a cost advantage as it’s expected to build useful quantum computers for less than $30 million. The estimate came from the consulting firm Kearney, not from $IONQ. Superconducting architecture requires 30-50x more to build a quantum computer. Why would it not work out for $IONQ from here?
0:49

$IONQ CEO: “Two year leads are very consequential in technology.” He says $IONQ is ahead of competitors. Credit where credit is due: $IONQ out-invests every other quantum company in R&D in absolute figures ($125,7 million in Q1 2026) and in growth rate (up 215% YoY). But it’s also made several strategic acquisitions for electronic qubit control (Oxford Ionics) and photonic interconnects (Lightsynq). Both are crucial for scaling logical qubits in quantum chips. In addition, $IONQ also has a cost advantage as it’s expected to build useful quantum computers for less than $30 million. The estimate came from the consulting firm Kearney, not from $IONQ. Superconducting architecture requires 30-50x more to build a quantum computer. Why would it not work out for $IONQ from here?

Investor Denis

11,588 Aufrufe • vor 2 Monaten

J.P. Morgan JUST said that quantum computing is, "a core focus" for them and they are, "investing BILLIONS." If you want to become a multi-billionaire this year, you need to go all-in on quantum right now - there's no waiting. Here's the best quantum stocks to buy: 1. IonQ $IONQ 2. D-Wave Quantum $QBTS 3. Rigetti Computing $RGTI 4. Quantum Computing $QUBT 5. Infleqtion $INFQ 6. Xanadu $XNDU 7. Arqit Quantum $ARQQ 8. Horizon Quantum $HQ 9. X-Energy (honorable mention) $XE 10. ETF's include: $QTUM, $QNTM, and $CHPX All my buy and sell signals in Discord @
6:34

J.P. Morgan JUST said that quantum computing is, "a core focus" for them and they are, "investing BILLIONS." If you want to become a multi-billionaire this year, you need to go all-in on quantum right now - there's no waiting. Here's the best quantum stocks to buy: 1. IonQ $IONQ 2. D-Wave Quantum $QBTS 3. Rigetti Computing $RGTI 4. Quantum Computing $QUBT 5. Infleqtion $INFQ 6. Xanadu $XNDU 7. Arqit Quantum $ARQQ 8. Horizon Quantum $HQ 9. X-Energy (honorable mention) $XE 10. ETF's include: $QTUM, $QNTM, and $CHPX All my buy and sell signals in Discord @

StockWhale

148,799 Aufrufe • vor 4 Monaten

“We solve problems that take a century and turn that into six days.” Our CEO Niccolo de Masi on where quantum fits into today’s world order and how quantum compute and the full-stack of technologies in IonQ’s platform, like quantum sensing, will change the course of humanity in our lifetimes—from the battlefield to autonomous driving to personalized medicine. 📽️ See the full conversation with Niccolo and David Dunmoyer on Texas Public Policy Foundation → #IonQ #QuantumIsNow #QuantumComputing #QuantumSensing
1:45

“We solve problems that take a century and turn that into six days.” Our CEO Niccolo de Masi on where quantum fits into today’s world order and how quantum compute and the full-stack of technologies in IonQ’s platform, like quantum sensing, will change the course of humanity in our lifetimes—from the battlefield to autonomous driving to personalized medicine. 📽️ See the full conversation with Niccolo and David Dunmoyer on Texas Public Policy Foundation → #IonQ #QuantumIsNow #QuantumComputing #QuantumSensing

IonQ

36,011 Aufrufe • vor 11 Tagen

$IonQ Tennessee just allocated $20M to accelerate quantum computing - 🧵 Governor Bill Lee’s FY27 budget includes funding specifically designed to attract federal and private investment in quantum, targeting advanced manufacturing, life sciences, and logistics sectors. Why this matters: State-level quantum funding signals a shift from pure research to economic deployment. Tennessee isn’t funding university labs - they’re building infrastructure to attract quantum companies and create high-wage jobs. Tennessee already has Oak Ridge National Laboratory, one of the world’s premier quantum research facilities. Adding $20M in state support creates a complete ecosystem: research capability, government backing, workforce development, and commercial deployment pathways. The timing is perfect: Quantum companies with deployable systems can now tap into state partnerships, regional contracts, and workforce programs. This creates real commercialization opportunities beyond federal research grants. For context, IonQ already works with Oak Ridge and has the commercial systems ready to deploy. But this funding isn’t just about one company - it’s about Tennessee positioning itself as THE quantum hub in the Southeast, competing with Colorado, Maryland, and California. What to watch: When states start competing for quantum companies with actual budget allocations, it validates that quantum computing is becoming an economic sector, not just a science project. Expect more states to follow Tennessee’s lead in 2026. The quantum industry is transitioning from “interesting research” to “strategic economic investment” at the state government level. That’s a meaningful milestone. 🎯 #QuantumComputing #Tennessee #Innovation #IONQ #EconomicPolicy #TechIndustry
0:48

$IonQ Tennessee just allocated $20M to accelerate quantum computing - 🧵 Governor Bill Lee’s FY27 budget includes funding specifically designed to attract federal and private investment in quantum, targeting advanced manufacturing, life sciences, and logistics sectors. Why this matters: State-level quantum funding signals a shift from pure research to economic deployment. Tennessee isn’t funding university labs - they’re building infrastructure to attract quantum companies and create high-wage jobs. Tennessee already has Oak Ridge National Laboratory, one of the world’s premier quantum research facilities. Adding $20M in state support creates a complete ecosystem: research capability, government backing, workforce development, and commercial deployment pathways. The timing is perfect: Quantum companies with deployable systems can now tap into state partnerships, regional contracts, and workforce programs. This creates real commercialization opportunities beyond federal research grants. For context, IonQ already works with Oak Ridge and has the commercial systems ready to deploy. But this funding isn’t just about one company - it’s about Tennessee positioning itself as THE quantum hub in the Southeast, competing with Colorado, Maryland, and California. What to watch: When states start competing for quantum companies with actual budget allocations, it validates that quantum computing is becoming an economic sector, not just a science project. Expect more states to follow Tennessee’s lead in 2026. The quantum industry is transitioning from “interesting research” to “strategic economic investment” at the state government level. That’s a meaningful milestone. 🎯 #QuantumComputing #Tennessee #Innovation #IONQ #EconomicPolicy #TechIndustry

TechInnovation

15,775 Aufrufe • vor 7 Monaten

MUST WATCH!!!! John Preskill John Preskill- the world's leading authority on quantum computing - sits down with Brian Greene in an interview from just two months ago. Expect major drawdowns in the hype-driven names: $IONQ $RGTI $LAES $QUBT $QBTS Preskill, who serves as Director of Caltech’s Institute for Quantum Information and Matter (IQIM), was also named 2025 Academic Pioneer in Quantum by the Quantum World Congress. Key takeaways from his remarks: “A realistic timeline for quantum computing is 20 years.” “He has amplified the hype around quantum supremacy” This is a reality check, and it’s going to hit hard. Full interview available now on YouTube.
3:49

MUST WATCH!!!! John Preskill John Preskill- the world's leading authority on quantum computing - sits down with Brian Greene in an interview from just two months ago. Expect major drawdowns in the hype-driven names: $IONQ $RGTI $LAES $QUBT $QBTS Preskill, who serves as Director of Caltech’s Institute for Quantum Information and Matter (IQIM), was also named 2025 Academic Pioneer in Quantum by the Quantum World Congress. Key takeaways from his remarks: “A realistic timeline for quantum computing is 20 years.” “He has amplified the hype around quantum supremacy” This is a reality check, and it’s going to hit hard. Full interview available now on YouTube.

Common Sense Investor (CSI)

67,926 Aufrufe • vor 10 Monaten

$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
17:04

$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 Aufrufe • vor 2 Monaten

$IONQ de Masi on CNBC: guidance beaten and raised five years running Niccolo de Masi, Chairman and CEO, with Morgan Brennan on the floor of the NYSE yesterday. His whole argument fits in one of his lines. Every investment since he took the job has moved the roadmap to the left. Oxford Ionics, about $1.1 billion in June, put the ion trap and its lasers on a chip. SkyWater, closed under two months ago, scales it and manufactures it, after the better part of a decade running quantum work for a wide share of the ecosystem, including customers that cannot be named. The result is a machine that gets more powerful without getting much more expensive, and upgradeable in place, swap the chip, recalibrate, same hardware. The 10,000-qubit system is likely running in the lab next year. More customers buy more than one product, more of them abroad, and IonQ already sells clocks, photonic interconnects and networking to other quantum companies. Chips join the list. The same logic lands on security. Q-Day now sits inside a CISO's planning horizon. Invest in 2026 and 2027, he says, and the worst case is being early and ready. His frame, borrowed from Sundar Pichai. Quantum is about five years behind AI on GPUs. If this is 2021 for GPU AI, look at the next five quarters. #IonQ #Quantum
19:50

$IONQ de Masi on CNBC: guidance beaten and raised five years running Niccolo de Masi, Chairman and CEO, with Morgan Brennan on the floor of the NYSE yesterday. His whole argument fits in one of his lines. Every investment since he took the job has moved the roadmap to the left. Oxford Ionics, about $1.1 billion in June, put the ion trap and its lasers on a chip. SkyWater, closed under two months ago, scales it and manufactures it, after the better part of a decade running quantum work for a wide share of the ecosystem, including customers that cannot be named. The result is a machine that gets more powerful without getting much more expensive, and upgradeable in place, swap the chip, recalibrate, same hardware. The 10,000-qubit system is likely running in the lab next year. More customers buy more than one product, more of them abroad, and IonQ already sells clocks, photonic interconnects and networking to other quantum companies. Chips join the list. The same logic lands on security. Q-Day now sits inside a CISO's planning horizon. Invest in 2026 and 2027, he says, and the worst case is being early and ready. His frame, borrowed from Sundar Pichai. Quantum is about five years behind AI on GPUs. If this is 2021 for GPU AI, look at the next five quarters. #IonQ #Quantum

TechInnovation

13,808 Aufrufe • vor 2 Tagen

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
4:20

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 Aufrufe • vor 8 Monaten

“We're focused on driving the broadest mass market quantum ecosystem that we can. We want to see people starting companies using our computers, building software and applications….Quantum is going to slipstream in [with the GPU-AI space] and give people superpowers. That's why we're calling this the Superion range.” Watch our CEO Niccolo de Masi on Morning Call with Morgan Brennan as part of our Investor Day lineup. See our Investor Day replay with CFO Inder Singh → #IonQ #IonQSuperion #QuantumIsNow #FutureOfQuantum
5:26

“We're focused on driving the broadest mass market quantum ecosystem that we can. We want to see people starting companies using our computers, building software and applications….Quantum is going to slipstream in [with the GPU-AI space] and give people superpowers. That's why we're calling this the Superion range.” Watch our CEO Niccolo de Masi on Morning Call with Morgan Brennan as part of our Investor Day lineup. See our Investor Day replay with CFO Inder Singh → #IonQ #IonQSuperion #QuantumIsNow #FutureOfQuantum

IonQ

36,053 Aufrufe • vor 2 Tagen

IBM CEO Arvind Krishna just shared a breakthrough update on Quantum Computing in India: ​• The Timeline: Quantum is no longer a distant future. We are looking at massive commercial advantage in just 2-3 years. • Amaravati Quantum Valley: IBM is setting up a quantum computer right in Amaravati, working hand-in-hand with the AP state government! (Only two locations in India will get this). • Talent Magnet: The location was chosen to unlock and leverage India's deep math and physics talent the exact quality and depth needed to solve complex quantum problems. ​Andhra Pradesh is rapidly cementing its position as India's ultimate deep-tech powerhouse!
2:35

IBM CEO Arvind Krishna just shared a breakthrough update on Quantum Computing in India: ​• The Timeline: Quantum is no longer a distant future. We are looking at massive commercial advantage in just 2-3 years. • Amaravati Quantum Valley: IBM is setting up a quantum computer right in Amaravati, working hand-in-hand with the AP state government! (Only two locations in India will get this). • Talent Magnet: The location was chosen to unlock and leverage India's deep math and physics talent the exact quality and depth needed to solve complex quantum problems. ​Andhra Pradesh is rapidly cementing its position as India's ultimate deep-tech powerhouse!

Amaravati Updates | Capital of Andhra Pradesh, IND

38,237 Aufrufe • vor 2 Monaten

Into the quantum realm we go with the brilliant Prineha Narang. Narang earned her PhD in applied physics at Caltech, taught materials science at Harvard and now has her own lab at UCLA. The lab focuses on quantum materials, non-equilibrium dynamics, photonics, quantum information science and other easily digestible areas. Beyond her academic career, Narang is a science advisor to the government and a venture capitalist at DCVC. As you might imagine, we get into quantum computing and quantum technology in this episode. Quantum vs. AI, the US vs. China, when quantum tech will break encryption, quantum sensing and whether or not quantum technology actually has a bright future. The quantum sensing portion of the chat was all new to me and rather astonishing. Since Narang is also a competitive runner and mountaineer, we provide some top tips on gear because that is just the kind of all-purpose podcast that we deliver. Timestamps 0:00 Intro 2:16 The physicist who runs marathons 14:03 Cold-emailing her way into IBM 33:02 Did AI steal quantum's thunder? 46:28 Google's encryption bombshell 57:20 The US vs. China quantum race 1:06:48 Quantum sensing: who sneezed? 1:22:28 Should students still bet on quantum? 1:30:38 When does quantum get real? 1:34:54 The gear tip
1:38:03

Into the quantum realm we go with the brilliant Prineha Narang. Narang earned her PhD in applied physics at Caltech, taught materials science at Harvard and now has her own lab at UCLA. The lab focuses on quantum materials, non-equilibrium dynamics, photonics, quantum information science and other easily digestible areas. Beyond her academic career, Narang is a science advisor to the government and a venture capitalist at DCVC. As you might imagine, we get into quantum computing and quantum technology in this episode. Quantum vs. AI, the US vs. China, when quantum tech will break encryption, quantum sensing and whether or not quantum technology actually has a bright future. The quantum sensing portion of the chat was all new to me and rather astonishing. Since Narang is also a competitive runner and mountaineer, we provide some top tips on gear because that is just the kind of all-purpose podcast that we deliver. Timestamps 0:00 Intro 2:16 The physicist who runs marathons 14:03 Cold-emailing her way into IBM 33:02 Did AI steal quantum's thunder? 46:28 Google's encryption bombshell 57:20 The US vs. China quantum race 1:06:48 Quantum sensing: who sneezed? 1:22:28 Should students still bet on quantum? 1:30:38 When does quantum get real? 1:34:54 The gear tip

Ashlee Vance

12,964 Aufrufe • vor 2 Monaten

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?” A simple, direct question. Instead of answering it, the CFO spent 5 minutes rambling about “quantum security,” “momentum,” GPS spoofing, atomic clocks, and “opening doors.” Then he ended with: “So yes, to answer your question directly – we’ve got great momentum, we’ll have the most qubits next year and in five years from now.” He dodged the MOST IMPORTANT QUESTION! Why? Because without the acquisitions (ID Quantique, Capella, Vector Atomic), IONQ’s core quantum computing revenue would be declining! And that matters because: IONQ’s entire valuation is based on the theoretical TAM of quantum computing. If that core segment isn’t actually growing – the stock’s narrative collapses.
3:36

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?” A simple, direct question. Instead of answering it, the CFO spent 5 minutes rambling about “quantum security,” “momentum,” GPS spoofing, atomic clocks, and “opening doors.” Then he ended with: “So yes, to answer your question directly – we’ve got great momentum, we’ll have the most qubits next year and in five years from now.” He dodged the MOST IMPORTANT QUESTION! Why? Because without the acquisitions (ID Quantique, Capella, Vector Atomic), IONQ’s core quantum computing revenue would be declining! And that matters because: IONQ’s entire valuation is based on the theoretical TAM of quantum computing. If that core segment isn’t actually growing – the stock’s narrative collapses.

Common Sense Investor (CSI)

115,549 Aufrufe • vor 10 Monaten

DAN IVES JUST GAVE HIS TAKE ON WHERE THE QUANTUM COMPUTING RACE ACTUALLY STANDS The Wedbush analyst was asked what inning we're in. His answer: "We're maybe in the dugout in warmups, getting ready for the first inning. The game hasn't started." Ives calls quantum a "derivative play on AI" that will eventually become the next level pushing AI forward. He points to names like IonQ $IONQ and D-Wave $QBTS that he says have "phenomenal technologies" still building toward scale. He's most bullish on IBM $IBM, framing its quantum and AI bets as a real turnaround: "This is just the start of these turnarounds, and IBM continues to be one that has massive upside." He says CEO Arvind Krishna is "way underappreciated" for seeing where the technology is heading, putting him in the same tier as Jensen Huang. On the runway ahead, Ives pegs AI spending at $1 trillion over the next 3-4 years and says we're only 15%-20% through it. His bigger picture: "This is how we're going to get Nasdaq 30,000." Dan Ives
5:34

DAN IVES JUST GAVE HIS TAKE ON WHERE THE QUANTUM COMPUTING RACE ACTUALLY STANDS The Wedbush analyst was asked what inning we're in. His answer: "We're maybe in the dugout in warmups, getting ready for the first inning. The game hasn't started." Ives calls quantum a "derivative play on AI" that will eventually become the next level pushing AI forward. He points to names like IonQ $IONQ and D-Wave $QBTS that he says have "phenomenal technologies" still building toward scale. He's most bullish on IBM $IBM, framing its quantum and AI bets as a real turnaround: "This is just the start of these turnarounds, and IBM continues to be one that has massive upside." He says CEO Arvind Krishna is "way underappreciated" for seeing where the technology is heading, putting him in the same tier as Jensen Huang. On the runway ahead, Ives pegs AI spending at $1 trillion over the next 3-4 years and says we're only 15%-20% through it. His bigger picture: "This is how we're going to get Nasdaq 30,000." Dan Ives

WOLF

112,286 Aufrufe • vor 3 Monaten

$IONQ Investor Day: five releases in one morning → Guidance. Full-year 2026 revenue now expected at $450 million to $460 million, against $280 to $290 million on 5 August. SkyWater is consolidated from 31 July, the day the acquisition closed, with intercompany revenue between the two eliminated. Inder Singh, CFO and COO, calls it the first combined guidance as a unified organization. → Superion 256. Sixth-generation platform, first ions trapped in prototype systems. The 256-qubit QPUs were fabricated at SkyWater after six tapeouts in the first half of 2026, with 12x more wafer lots in six months than at the previous foundry. Electronic Qubit Control on the chip, a standard server rack, less power than a rack of GPUs. Orders open, deliveries in 2027, first system pre-sold in Q1. Superion 10K is underway with CMOS on the chip, and Chris Ballance, President of Quantum Computing, puts full fault tolerance in a 2027 lab and commercial reality in 2028. → ECDLP blueprint. IonQ published an end-to-end resource estimate for Shor’s algorithm on secp256k1, the curve behind Bitcoin: 19,397 physical qubits, 1,457 logical, 25.7 days per attempt, on Walking Cat with qLDPC codes. The circuits themselves are withheld. Advance copies went to U.S. government and industry partners before publication. ML-DSA and SLH-DSA are unaffected. → SkyWater Quantum Solutions. A merchant offering for quantum process development, integration and manufacturing, led by Mihir Bhaskar as senior vice president and general manager. He was SVP of Research and Development at IonQ and co-founded Lightsynq before that. Two platforms, SC250 superconducting and SP90 silicon nitride photonics, plus Nexus Photonics heterogeneous integration. A development program with Qolab, co-founded by John Martinis, 2025 Nobel laureate in physics, starts on SC250. → Congruity360. An $8.18 million agreement: Clavis QKD pairs and Solteris appliances, both ID Quantique hardware, for clients in finance, healthcare and insurance, legal services, manufacturing, defense and higher education. Jordan Shapiro, President of Quantum Platform, ties it to the June 2026 executive order that moves federal post-quantum deadlines to 2030 and extends them to contractors. Webcast at 12:30 PM ET from the New York Stock Exchange. The first cryo-CMOS test chips for the 10K are on show there today. #IonQ #QuantumComputing #SkyWater
0:21

$IONQ Investor Day: five releases in one morning → Guidance. Full-year 2026 revenue now expected at $450 million to $460 million, against $280 to $290 million on 5 August. SkyWater is consolidated from 31 July, the day the acquisition closed, with intercompany revenue between the two eliminated. Inder Singh, CFO and COO, calls it the first combined guidance as a unified organization. → Superion 256. Sixth-generation platform, first ions trapped in prototype systems. The 256-qubit QPUs were fabricated at SkyWater after six tapeouts in the first half of 2026, with 12x more wafer lots in six months than at the previous foundry. Electronic Qubit Control on the chip, a standard server rack, less power than a rack of GPUs. Orders open, deliveries in 2027, first system pre-sold in Q1. Superion 10K is underway with CMOS on the chip, and Chris Ballance, President of Quantum Computing, puts full fault tolerance in a 2027 lab and commercial reality in 2028. → ECDLP blueprint. IonQ published an end-to-end resource estimate for Shor’s algorithm on secp256k1, the curve behind Bitcoin: 19,397 physical qubits, 1,457 logical, 25.7 days per attempt, on Walking Cat with qLDPC codes. The circuits themselves are withheld. Advance copies went to U.S. government and industry partners before publication. ML-DSA and SLH-DSA are unaffected. → SkyWater Quantum Solutions. A merchant offering for quantum process development, integration and manufacturing, led by Mihir Bhaskar as senior vice president and general manager. He was SVP of Research and Development at IonQ and co-founded Lightsynq before that. Two platforms, SC250 superconducting and SP90 silicon nitride photonics, plus Nexus Photonics heterogeneous integration. A development program with Qolab, co-founded by John Martinis, 2025 Nobel laureate in physics, starts on SC250. → Congruity360. An $8.18 million agreement: Clavis QKD pairs and Solteris appliances, both ID Quantique hardware, for clients in finance, healthcare and insurance, legal services, manufacturing, defense and higher education. Jordan Shapiro, President of Quantum Platform, ties it to the June 2026 executive order that moves federal post-quantum deadlines to 2030 and extends them to contractors. Webcast at 12:30 PM ET from the New York Stock Exchange. The first cryo-CMOS test chips for the 10K are on show there today. #IonQ #QuantumComputing #SkyWater

TechInnovation

38,623 Aufrufe • vor 4 Tagen

🚀 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
0:29

🚀 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 Aufrufe • vor 11 Monaten

Ethereum Researcher Justin Drake, who co-authored Google's recent quantum paper: "I've stopped thinking about post-quantum as a hurdle that we have to overcome, and I think of it more as an opportunity. It's an opportunity for Ethereum to stand out as the very first global financial system that is post-quantum secure — not just relative to its competitors, but also relative to fiat and tradfi." Justin also believes quantum presents an opportunity for Ethereum to become the best version of itself: “The move to post-quantum is essentially a rewrite, and that’s a massive opportunity to start with a clean slate and wipe our technical debt.” The rewrite bundles post-quantum security with a new ZK virtual machine (LeanVM) that can snarkify the entire consensus layer in real time. The result is that the Ethereum L1 can scale to 10,000 TPS at 1 gigagas/second — while simultaneously becoming quantum-secure. Source: Bankless (Mar 2026)
1:08

Ethereum Researcher Justin Drake, who co-authored Google's recent quantum paper: "I've stopped thinking about post-quantum as a hurdle that we have to overcome, and I think of it more as an opportunity. It's an opportunity for Ethereum to stand out as the very first global financial system that is post-quantum secure — not just relative to its competitors, but also relative to fiat and tradfi." Justin also believes quantum presents an opportunity for Ethereum to become the best version of itself: “The move to post-quantum is essentially a rewrite, and that’s a massive opportunity to start with a clean slate and wipe our technical debt.” The rewrite bundles post-quantum security with a new ZK virtual machine (LeanVM) that can snarkify the entire consensus layer in real time. The result is that the Ethereum L1 can scale to 10,000 TPS at 1 gigagas/second — while simultaneously becoming quantum-secure. Source: Bankless (Mar 2026)

Etherealize

186,023 Aufrufe • vor 5 Monaten