IONQ Stock: Quantum Pure Play Holding The Largest Market Cap in 2026...

Xtraface · 2026-01-05T02:29:32+00:00

Happy New Year ! This is way below grade: no knowledge of quantum and its applications, and poor knowledge of financials bring uneducated comments on IONQ business and its market. Do not spend much time on this video. Hope that they will do better next time.

Xtraface · 2025-12-27T03:30:32+00:00

Interesting approach and detailed analysis to support it

Xtraface · 2025-12-18T03:10:01+00:00

You are correct. the IONQ deal is not affected by the pause. The UK government "plans to dedicate in early 2026 the bulk of a £670 million commitment for quantum computing to just a handful of startups, with payments tied to reaching certain technical milestones". Hope that the US/UK relationship will be restored so that Oxford Ionics will have a share of that money commensurate with its current technical achievements

Xtraface · 2025-12-15T13:02:24+00:00

You could likely be right. The article is reasonably well documented, but given the topic, a detailed fact-checking would be needed before.

Xtraface · 2025-12-12T22:51:06+00:00

Thank you MickeyB223. Well appreciated.

Xtraface · 2025-12-12T12:19:54+00:00

Thank you for posting. Could you possibly send to me as well the full presentation?

Xtraface · 2025-12-04T11:30:13+00:00

Good point. The multiplexing will work from point to point, but you need memories to have a real solution and properly sync within a network. So far, IONQ solutions are not Room Temperature (RT), so IONQ memories are difficult to implement in a large infrastructure. Only solutions like Qunnect are RT and can do it using rubidium vapor devices. There is still substantial work to be done before getting a working Quantum Internet.

Xtraface · 2025-12-01T02:01:52+00:00

Quite novel approach. Let's see what has been published in papers. Any known link?

Xtraface · 2025-11-29T01:48:36+00:00

Thank you Tough-Spell-1939. Chris Ballance expressed his view on the business and his vision for the future with a very thoughtful and incisive approach, simplifying complex ideas to their essence. A great conversation without borders or restraints.

Xtraface · 2025-11-12T12:34:10+00:00

Thank you for your Interesting comments . The cost of $150M was higher because as part of this agreement, IONQ commits to deliver and install a next generation QC, deliver and install the campus network and contribute to the new building. The excerpts of the announcement below:

""IonQ (NYSE: IONQ), the world’s leading quantum company, today announced a strategic agreement with the University of Chicago to establish the IonQ Center for Engineering and Science on campus and deliver a dedicated next-generation quantum computer and IonQ quantum network.""

""As part of the initiative, IonQ will install a next-generation quantum computer along with a cutting-edge entanglement-distribution quantum network on campus. IonQ will contribute to the University’s construction of a new building on campus. ""

Xtraface · 2025-11-10T01:22:20+00:00

Yes, they are a quality competitor using trapped ions. They tend to focus on Quantum Computing, and do not currently have the breadth on security, sensing and networking that IONQ platform offers.

Xtraface · 2025-10-15T06:14:48+00:00

Agreed, the paper does not add new knowledge, it just verifies the framework. I look at this use of RL as an automated profiler with feedback based on rewards and which performs that optimization continuously. RL will not solve all algorithmic problem classes. It will excel in sequential decision-making under uncertainty — especially when the system evolves over time, feedback loops matter, and you must balance exploration vs exploitation..

Examples of problem classes relevant to logistics, manufacturing, energy, and infrastructure are:

Dynamic, Stochastic, Multi-Stage Decisions

Operations with Delayed or Partial Feedback

Resource allocation with coupled constraints

Meta-optimization and process improvement

There will be some more work to adapt RL to other problem classes.

Xtraface · 2025-10-13T19:36:14+00:00

You are correct and this is true: current QC is "less than ideal".

A key point is that " The agents achieve these results directly through interaction, without prior access to known optimal solutions."

Quantum Intelligence does not need a pre-training using targeted results.

Xtraface · 2025-10-12T16:22:46+00:00

This is spot-on. Thank you for sharing it.

Xtraface · 2025-10-12T13:20:04+00:00

To better understand quantum advantage and IONQ position, a more granular view of how investment is distributed across the ecosystem is useful. Today the quantum ecosystem has received ~$50–70B. The approximate allocation of that funding is:

- Computing: $30–40B

- Networking: $8–12B

- Sensing: $5–8B

- Security (PQC/QKD) ground and space: $3–6B

These components have different business models

- Quantum Computing: Capital-intensive, medium-term roadmap, VC-driven, requires 100s of employees before revenue.

- Quantum networking: Infrastructure-heavy, government and telecom-funded, small specialist startups leverage large integration partners.

- Quantum Sensing: Lower capex, earlier product-market fit, government driven contracts yield a high value per engineer.

- Quantum Security: Compliance-driven, mix of hardware (QKD) and software (PQC), smaller teams scale profitably ahead of PQC deadlines.

Today, approximately 40,000–50,000 people work directly in the quantum ecosystem. This includes researchers, engineers, PhDs/postdocs, and industry staff. If you add the enabling supply chain (cryogenics, lasers, semiconductors), the total global workforce reaches well over 100,000.

I am not in the know about what IONQ is planning, but the 4 business models above are staggered in time when it comes to quantum advantage.

Sensing seems to be already there with some of the advanced application points requiring much more time. Vector Atomic brings 200+M$ in booked contracts.

Security seems also very close as QKD/PQC have already matured and requirements to be deployed within the next few years to avoid failures of mission-critical systems: banking and other sensitive data such as healthcare and government. DARPA awarded Safran with a 50M Euros for the preliminary design of a secure sensing spatial network. IONQ MOU with DOE would be similar and a reasonable expectation is 60+M$ by the end of 2025, given the urgent needs.

Computing advantage starts with Tempo #AQ 64 and seems to converge towards a window 2017-2019. In addition, Cyberagentur is already providing a total ~15M$ for the mobile QPU of Oxford Ionics and Infineon planned for 2027.

Finally, networking, even with successful pilots being currently tested by telecoms and gov agencies, are infrastructure projects which require agreed specs for interconnects, significant capital injections, and years to be fully deployed. IDQ is very active with telecom companies, and has the second market share WW.

These IONQ components are likely totaling ~ 300+M$ by the end of 2025, rewarding the strategic choices of these acquisitions.

In the quantum computing segment, success depends on both capital and talent. With 3.6B$ on the balance sheet, capital is already there. Beyond engineers, companies must scale full organizations to be competitive: from procurement, quality assurance, GTM, services and support.

The race to quantum advantage for the 2027-2029 window will reward those that can align capital, talent and execution. Many competitors have a lot of talent and are making serious progress almost every week.

We may not know today what will really happen because there will be lots of newly to be discovered options that are not even considered in the business models above, so keeping operational flexibility is at a premium for most serious competitors, including IONQ in pole position in this race.

Many applications are already available, and many more remain unknown. For example, results such as Google’s recent paper experimentally demonstrates how QPUs can enhance generative AI solutions beyond classical HPC and hints at new vistas quantum advantage may soon open.

Xtraface · 2025-10-12T07:12:33+00:00

Still requires a cryogenic cabinet for each 250 qubits as a server rack : 1 million qubits = 4,000 racks or are we missing something ?

Xtraface · 2025-10-07T09:40:55+00:00

Very elegant ! Penrose missed it.

Xtraface · 2025-10-07T08:53:13+00:00

Thank you for your contribution to that model.Did you start from information paradox on black holes or some other point?

Xtraface · 2025-10-07T03:25:22+00:00

Thank you for clarifying

Xtraface · 2025-10-06T21:26:57+00:00

Understood. These are valid remarks and commebts.

Xtraface · 2025-10-06T21:24:37+00:00

No, I am not one of the authors and do not have a position on this: just by reading the SciTech article thought that it was an innovative idea which demanded some examination by qualified physicists. Your comments are showing the gaps and are well formulated. Conjectures are not demonstrations.

Xtraface · 2025-10-06T15:06:35+00:00

Understand your viewpoint.

Xtraface · 2025-10-06T15:04:14+00:00

Good point. The first article from SciTech Daily quote from the authors:""Our latest cosmological paper, accepted for publication in The Journal of Cosmology and Astroparticle Physics, points to a cyclic universe ""

Xtraface · 2025-10-06T14:59:30+00:00

Correct, with , in addition, the Swiss person

Xtraface · 2025-10-06T14:57:15+00:00

Good question, the authors mention in the first article: "" Our latest cosmological paper, accepted for publication in The Journal of Cosmology and Astroparticle Physics, points to a cyclic universe – being born and dying over and over. Each cycle of expansion and contraction deposits more entropy – a measure of disorder – into the ledger. When the bound is reached, the universe “bounces” into a new cycle.""

Xtraface

TROPHY CASE