9月17日消息，量子计算公司IonQ CEO Niccolòde Masi 近日在接受彭博社采访时表示，该公司计划在2027年推出 搭载10,000个qubit（量子比特）的量子计算芯片，届时将彻底"淘汰"英伟达（NVIDIA）的Blackwell 构架GPU。 他强调，即便传统GPU 拥有"整个宇宙的时间"来计算，仍无法触及量子计算机可解决的问题规模。 Niccolòde Masi 指出，IonQ通过收购英国Oxford Ionics已加速了其技术进程，预计2027年前就能把IonQ的量子处理 器扩展到上万qubit等级。他认为，随着量子逻辑栅极的成熟与误差修正机制的突破，传统架构的GPU在某些关键 应用（化学模拟、密码学、最佳化）将显得过时。 编辑：芯智讯-浪客剑 2020 年和 2021 年，IonQ 构建了更多代高性能量子硬件，将Google Cloud Marketplace添加到我们的云合作伙伴名 单中，并宣布与领先的学术和商业机构建立一系列合作和业务伙伴关系。 2021年10月1日，IonQ以IONQ股票代码在纽约证券交易所上市，成为全球首家上市的纯量子计算公司。 与目前的AI GPU相比，量子 ...

Core Insights - IonQ has signed a definitive agreement to acquire Vector Atomic, which has secured over $200 million in government contracts and provides critical support for U.S. federal and national security applications [1] - This all-stock transaction is expected to accelerate IonQ's entry into the quantum sensing market and strengthen its full-stack quantum platform [1] - The acquisition will add all 76 employees of Vector Atomic to IonQ, enhancing its world-class quantum talent pool [1] - IonQ's stock rose nearly 3% in pre-market trading following the announcement [1] Strategic Acquisitions - IonQ has undertaken a series of strategic acquisitions, including ID Quantique, Lightsynq, Capella, and Oxford Ionics, to build end-to-end quantum computing and networking solutions [1] - These acquisitions aim to enhance IonQ's capabilities in quantum infrastructure and networking [1] - IonQ is also expanding its ecosystem through collaborations and memorandums of understanding with leading institutions such as Japan's AIST and G-QuAT, and South Korea's KISTI [1]

Core Viewpoint - CNBC's Jim Cramer proposed the creation of a "gone meme list" to track companies that have experienced a speculative trading frenzy, indicating a need for better categorization of stocks that have moved away from meme status [1][2][6]. Group 1: Opendoor Technologies Inc. (OPEN) - Opendoor's stock has surged 135.98% over the past month due to significant social media attention and retail trading activity [3]. - Despite the stock's rise, some investors, including Martin Shkreli, have taken short positions against OPEN, questioning its meme stock status [3][4]. - Year-to-date, OPEN's stock has increased by 461.01% and 277.97% over the past year, although it fell 3.36% in premarket trading on Wednesday [8]. Group 2: IONQ Inc. - IONQ, a quantum computing firm, has been identified by Cramer as a company whose meme cycle has largely passed, suggesting a return to trading based on business fundamentals [5][6]. - Cramer's comments reflect skepticism towards valuations driven by social media trends, emphasizing the need for a structured approach to track the lifecycle of meme stocks [7]. Group 3: Market Trends - The meme stock phenomenon has drawn comparisons to past events involving companies like GameStop and AMC, highlighting the volatility and speculative nature of retail trading [4]. - Cramer's suggestion for a "gone meme list" aims to help analysts understand and categorize the impact of social media on stock trading [7].

Core Viewpoint - IonQ has successfully completed the acquisition of Oxford Ionics, enhancing its position in the quantum computing sector and accelerating its technology roadmap for advanced quantum computers [1] Group 1: Acquisition Details - The acquisition of Oxford Ionics is aimed at accelerating IonQ's technology roadmap for more powerful and high-fidelity quantum computers [1] - This transaction supports IonQ's expansion into the UK, Europe, Asia, and other global markets [1] Group 2: Strategic Implications - Oxford Ionics contributes a team of world-class experts to IonQ, which is expected to bolster the company's capabilities in quantum computing [1]

Core Insights - IonQ has announced a definitive agreement to acquire Vector Atomic, enhancing its capabilities in quantum sensors for positioning, navigation, and timing applications [1] - The acquisition is an all-stock transaction and is expected to accelerate IonQ's entry into critical U.S. federal and national security applications [1] - Vector Atomic has secured over $200 million in government contracts, indicating its strong position in the market [1] Company Summary - IonQ is recognized as a leader in the quantum computing and networking industries [1] - The acquisition of Vector Atomic will strengthen IonQ's portfolio in advanced quantum sensors [1] - The deal aligns with IonQ's strategy to expand its offerings in government and national security sectors [1] Industry Summary - The quantum computing industry is rapidly evolving, with significant investments in advanced technologies such as quantum sensors [1] - Government contracts play a crucial role in the growth of companies like Vector Atomic, highlighting the importance of federal partnerships in the sector [1] - The acquisition reflects a trend of consolidation in the quantum technology space, as companies seek to enhance their capabilities and market reach [1]

通过战略收购和合作推进量子网络发展，同时应对量子安全通信扩展中的技术挑战 智通财经APP获悉，摩根大通近日发布研报回顾了量子科技公司IonQ(IONQ.US)于9月12日举办的分析 师日，称管理层展示了该公司在量子计算领域日益增长的领导地位，并提出了一项扩大技术和全球影响 力的明确战略。 小摩指出，计算能力及相关电力需求的不断增长，是该行所覆盖的硬件和网络公司的重要增长驱动力， 但同时也意味着约束，这些约束很可能会推动数据中心逐步采用混合架构，在其中，量子处理单元 (QPU)、图形处理单元(GPU)和中央处理单元(CPU)将各自承担专门的应用场景。小摩认为，IonQ的分析 师日活动反映出这一更广泛的行业转变。该公司的团队专注于改进错误率和增加量子比特数量，从而使 性能相较于其他量子路径实现高达20倍的提升。管理层认为，这凸显了IonQ差异化的架构和长期潜 力。 为了构建端到端的量子计算和网络解决方案，IonQ已进行一系列战略收购，包括ID Quantique、 Lightsynq、Capella和Oxford Ionics，从而强化了在量子基础设施和网络方面的能力，同时通过与日本 AIST和G-QuAT、韩国 ...

Key Takeaways IonQ's qubits boost accuracy versus rivals, with systems running at room temperature to cut costs.Partnerships with AWS, Azure and GCP, plus acquisitions, expand IonQ's quantum ecosystem.Q2 revenue hit $20.7M, but a $177.5M net loss highlights IonQ's ongoing profitability challenge.The way NVIDIA Corporation (NVDA) benefited from the artificial intelligence (AI) boom to become a $4 trillion behemoth, a smaller company, IonQ, Inc. (IONQ) , is aiming to do the same by taking advantage of the nex ...

Key Takeaways Microsoft unveiled Majorana 1, a topological-qubit quantum processor within its Azure Quantum stack.IonQ is expanding with acquisitions in photonics, networking, and space while boosting its government ties.MSFT's fiscal 2026 EPS estimates improved, while IonQ's 2025 loss estimates widened over the past 60 days.Microsoft (MSFT) is a trillion-dollar tech titan integrating quantum into its vast Azure ecosystem, while IonQ (IONQ) is a pure-play innovator betting its entire future on trapped-ion h ...

Financial Performance - IonQ reported Q2 2025 revenue of $20.7 million, an increase of approximately 82% year over year, but incurred a net loss of $177.5 million [1] - D-Wave Quantum's Q2 2025 revenue rose 42% year over year to $3.1 million, with gross margins near 64% and bookings up 92%, while still facing significant losses [7] - Rigetti Computing posted Q2 2025 revenue of $1.8 million, down approximately 41% year over year, with a net loss of $39.7 million [8][9] Strategic Acquisitions - IonQ agreed to acquire Oxford Ionics for $1.075 billion, enhancing its trapped-ion technology, and has also completed other acquisitions while raising $1 billion through an equity offering [2] - D-Wave has focused on quantum annealing and has developed the Advantage2 system, which improves qubit connectivity [6] Market Dynamics - There is a disconnect between public market skepticism and private market enthusiasm for quantum technology, with governments viewing quantum supremacy as a national security issue [3] - Major investors like BlackRock, Temasek, and Nvidia are backing quantum startups, indicating strong belief in the sector's potential [4] Industry Trends - The quantum computing sector is transitioning from research to revenue, with early commercial milestones and technological breakthroughs being observed [5] - Companies are experiencing increasing demand for quantum services, with enterprises already paying for these services [3] Investment Outlook - IonQ is seen as having infrastructure dominance, D-Wave is recognized for near-term revenue potential, and Rigetti is viewed as a high-risk, high-reward investment opportunity [14] - The valuations in the quantum sector may reflect the price of admission to a significant technological shift, similar to early investments in AI [12]

Quantum stocks have been on a tear over the past week, moving higher on news and momentum. Here's a look at what's going on in the quantum computer sector. IONQ stock is up 45% over the past five days. See all of the details here. IonQ – IONQ Last Friday, IonQ, Inc. IONQ announced that it received regulatory approval from the United Kingdom’s Investment Security Unit for its planned acquisition of Oxford Ionics.Read Next: Trump Hints TikTok Deal Is Locked In—Youth ‘Will Be Very Happy’ Earlier this month, th ...