“The quantum age is not next, it is already here.”
Our CEO @NiccoloDeMasi delivered an inspiring keynote to a standing-room-only audience at Quantum World Congress today.
Niccolo underscored that quantum resilience is at the heart of everyone's mission in the coming years and that the best safe-makers are the safe-breakers.
Niccolo also emphasized a trusted quantum ecosystem must be "for all"—across all sectors. Exactly how we are working with our clients and with our longstanding commitment to the State of Maryland—our HQ in College Park!
#IonQ #IonQSuperion #QWC2026 #QuantumWorldCongress #QuantumIsNow
Infleqtion just hit 30 entangled logical qubits on Sqale using only 80 physical qubits by completing its 2026 roadmap milestone.
The company says this makes it the first neutral-atom quantum player to reach 30 logical qubits on a commercial system.
Congrats to partners at Infleqtion on the news!
Announced today, Florida International University will be the first to bring an IonQ Superion 256 computer to the State of Florida. The installation will create a central hub for quantum research and education across the region.
@FIU's quantum computer will be housed at a specialized, secure site on its main campus in Miami, following completion of its on-campus data center.
Scientific applications and research by students, faculty, visiting scholars, and affiliated research centers are expected to span material science, artificial intelligence, logistics, cybersecurity, and more.
Read the full announcement → https://t.co/SBJmbx8QyK
#IonQ #IonQSuperion #QuantumIsNow #QuantumComputing #Florida
Elon Musk says when hiring, evidence of exceptional ability matters more than any other credential.
"Did they face really difficult problems and overcome them? You wanna make sure that if there was some significant accomplishment, were they really responsible, or was somebody else more responsible?"
"Usually the person who's had to struggle with the problem, they really understand it. And they don't forget, if it was very difficult."
"There's no need even to have a college degree. At all. Or even high school."
"If somebody graduated from a great university, that may be an indication that they will be capable of great things, but it's not necessarily the case."
"If you look at people like Bill Gates or Larry Ellison, Steve Jobs, these guys didn't graduate from college. But if you had a chance to hire them, of course, that would be a good idea."
"If there's a track record of exceptional achievement, then it's likely that that will continue into the future."
@elonmusk (2014)
Observe. Decide. Act. Mission-critical environments require good data and analysis.
The ability to detect ground changes from satellites in space with synthetic aperture radar (SAR) observations—which see through clouds, fog, and darkness—has many applications including disaster response, infrastructure monitoring, defense, and land-use enforcement.
Using real satellite sensor data, our researchers compared a quantum approach with classical change-detection methods and tested it on an IonQ quantum system.
The results suggest quantum generative models may be especially useful when high-resolution sensing data produces difficult-to-model statistics. We are building on these results to advance analytics in defense, critical infrastructure, and environmental monitoring.
Read the full announcement → https://t.co/KYT68KROjO
Read our blog on quantum analytics and SAR or interferometric SAR (InSAR) observations → https://t.co/5ZiVCEJfja
#IonQ #QuantumComputing #SAR #EarthObservation
■ IonQ, $46를 찍고 $42마감한 이유
어제 하루 IonQ의 주가가 드라마틱 했다.
[프리마켓/초반]
디코더 + NVIDIA 이슈로 강한 매수
[정규장]
금리 급등 + 나스닥 -1.13%로 상승분 상당 부분 반납
미국 10년물 금리는 장중 5.1%를 넘었고,
9월 미국 PMI도 21.7월 이후 최고치
나스닥 -1.13%
S&P -0.75%
RGTI -3.12%
QBTS -4.27%
IONQ +4.42%
하지만, IonQ의 호재가 무시된 것은 아니다.
15%까지 올랐지만 +4.4%로 끝난 것은
호재가 사라졌다가 아니라
호재로 만들어진 상승폭의 상당 부분을 매크로가 뺏아갔다로
보는것이 맞다.
금리변동성에 취약한 적자성장주 주제에
10년물 금리가 5.1%를 넘는 최악의 상황에서
4%가 넘게 상승했고,
거래량은 26년 4.16일 79.2M 이후
최고치인 72.5M를 기록했다.
주가보다 거래량을 보라는 말은 유명한 증시 격언이다.
#NVIDIA #매크로 #금리인상 #10년물국채 #PMI #IonQ
$IONQ
$IONQ
It’s hard to imagine that $NVDA agreed to this without 1) knowing the exact capabilities of the Superion 256 system and 2) those capabilities being amazing
■ 모든 슈퍼컴퓨터는 양자 슈퍼컴퓨터가 될 것이다.
NVIDIA와 IonQ의 이번 발표가 중요한 이유.
오류 정정 과정에서 발생하던 컴퓨팅 병목 현상과 막대한 비용 문제를 해결할 수 있음을 보여준 오늘, 또하나의 큰 뉴스를 발표했다.
NVIDIA의 가속 양자 연구 센터(Accelerated Quantum Research Center,NVAQC)에 실제로 설치되는 첫 번째 양자 프로세서(QPU)가 IonQ의 Superion 256이라는 것!
단순한 파트너십이 아니다.
IonQ Superion 256 + NVIDIA NVQLink + NVIDIA GB200 NVL72 + CUDA-Q
양자컴퓨터(QPU)와 GPU 슈퍼컴퓨터를 초고속으로 연결해 Hybrid Quantum-Classical Computing을 구현한다.
NVAQC는 처음부터 여러 양자기업과 함께 출발했다.
Quantinuum, QuEra, Quantum Machines, EQuS 등이 참여했지만, 실제 NVAQC에 온프레미스로 들어가는 첫 QPU는 IonQ Superion 256이다.
엔비디아 양자 부문 부사장 겸 총괄 매니저인 티모시 코스타
의 얘기를 들어보자
“모든 슈퍼컴퓨터는 양자 슈퍼컴퓨터가 될 것입니다.”
“NVAQC의 GB200 NVL72 시스템과 함께 사용될 최초의 양자 프로세서인 IonQ의 Superion 256은 전 세계 생태계가 양자 프로세서를 AI 인프라와 통합하고,
개방형 모델과 오픈 소스 소프트웨어를 활용하여 구축하며,
과학적으로 유용한 양자 슈퍼컴퓨터로 나아가는 데 획기적인 발전을 가져올 것입니다.”
NVIDIA가 그동안 IonQ 이외의 양자기업과 주로 협업을 해왔었는데, Superion 256 발표 후 달라진 것이다.
NVIDIA의 거대한 GPU 생태계와
IonQ의 풀스택 양자컴퓨팅 기술이 만나는 지점.
양자컴퓨터가 독립적인 장비가 아니라
AI 슈퍼컴퓨터의 한 구성요소가 되는 순간에 가까워지고 있다.
10% 넘게 오르던 주가가 4% 오른다고 실망할거 없다.
양자섹터의 ChatGPT의 순간이 한발 더 앞으로 다가왔다.
그 중심엔 IonQ가 있다. Superion 256이 있다.
#NVQLink #IonQ #Superion256 #CUDAQ #GB200NVL72
- IonQ $IONQ announced that its Superion 256 will be deployed at the NVIDIA $NVDA Accelerated Quantum Research Center, or NVAQC, becoming the center's first on-premise QPU deployment.
- Superion 256 will be directly connected to an NVIDIA ($NVDA) GB200 NVL72 system through NVQLink, while hybrid quantum-GPU workloads will be orchestrated using CUDA-Q.
- The joint research program will focus on hybrid quantum-classical software, large-scale system prototyping, and AI-QPU co-design, with plans to generate open research results and guidance for future system architectures.
- Target research areas include portfolio optimization and risk modeling in financial services, materials science, and computational chemistry for drug discovery.
- $IONQ introduced Superion on September 8, 2026. Superion 256 is currently available to order, with first customer deliveries expected in 2027, and the NVAQC installation is also scheduled for 2027.
- $IONQ says its roadmap extends toward 10,000 qubits and full fault tolerance, supported in part by vertical integration involving its SkyWater CMOS foundry capabilities.
- The companies had previously conducted CUDA-Q-based research with Oak Ridge National Laboratory and the University of Tennessee combining generative AI with distributed quantum algorithms.
> The important point is not simply that NVIDIA will "use an IonQ QPU." The Superion 256 is intended to physically sit alongside GB200 NVL72 and connect through NVQLink and CUDA-Q as part of a heterogeneous computing system.
> NVIDIA's quantum architecture direction is becoming clearer. Rather than treating GPUs and QPUs as isolated computers, it is pushing toward tightly coupled accelerated computing similar in principle to CPU-GPU integration, and $IONQ will become the first QPU provider to test that model inside NVAQC.
> For $IONQ, placing Superion 256 inside NVIDIA's research infrastructure ahead of expected 2027 customer deliveries is a meaningful reference deployment. However, this remains primarily a research and large-scale prototyping program, so it is better viewed as strategic validation for quantum-GPU integration rather than evidence yet of large commercial revenue or exclusive NVIDIA adoption.
$IonQ This Nvidia news matters in a way that goes beyond the partnership itself. Let me explain - many of you will remember this.
In January 2025, at Nvidia's analyst day during CES, Jensen Huang said that 15 years for very useful quantum computers would be "on the early side," 30 "on the late side," and 20 was a number most people would believe. The next day, January 8, quantum stocks collapsed: IonQ fell 39% and Rigetti 45%. Two months later, at GTC's Quantum Day, he admitted his first reaction had been that he didn't even know these companies were public.
My read then, and now, is that Huang was paying attention to his own shareholders. Nvidia was weeks away from earnings, with questions swirling around its next-generation chip, and quantum was a competing story for the future of compute. I was fortunate: I sold as much of my position as I could and bought back lower. Many investors weren't so lucky. I haven't owned a share of NVDA since, and I never will.
Today's announcement tells the opposite story. IonQ's Superion 256 will be the first quantum computer installed on-premise at Nvidia's Accelerated Quantum Research Center, wired directly to an Nvidia GB200 NVL72 through NVQLink and run on CUDA-Q. This has been in the works for months, which tells me Nvidia has been thinking of quantum fora long time, and carefully choosing the right partner to protect its own market leadership. Nvidia's own quantum lead now says every supercomputer will become a quantum supercomputer.
In January 2025, quantum was a story that threatened Nvidia, so it was dismissed. In 2026, it's an architecture Nvidia can't afford to be left out of, so it's being absorbed. To protect Nvidia, Jensen needs quantum.
That's the take I am really focused on. Naturally there’s the potential this massive platform represents - but it’s Jensen’s hidden reversal and the message to the $Nvda shareholders that quantum is real, hybrid platforms are the critical future, and the best partner is @IonQ_Inc.
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