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Desmond

@DesFrontierTech

Tracking IonQ where quantum, AI, and runtime become behavior.

Katılım Aralık 2020
350 Takip Edilen8.3K Takipçiler
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Desmond
Desmond@DesFrontierTech·
This slide's my new North Star, fam. IonQ's stopped thinking in silos. Compute, networking, sensing, security are not separate pillars anymore, they're runtime gears feeding each other. IonQ's wiring coherence across the stack. It's a tech company turning into infrastructure.
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Desmond
Desmond@DesFrontierTech·
$IONQ Big earnings move last week and the stock spent most of this week holding the range instead of unwinding it. Not seeing much urgency from sellers here.
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Keith Fitz-Gerald
Keith Fitz-Gerald@fitz_keith·
With 91% of S&P 500 companies reporting, 84% have beaten on earnings and 80% on revenue. What's more is the blended growth rate is sitting at 27.7%. Coming in, analysts were pencilling in 13%. This is the strongest earnings growth we've seen since Q4 2021. The naysayers will find something to complain about, they always do. But this is once again, proof positive of something you hear me say frequently. Investing in optimism beats cowering in pessimism.
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Desmond retweetledi
Paul LeCoque
Paul LeCoque@paullecoque·
Quantum earnings season is over. It’s not even close. IonQ keeps extending its already dominant lead.
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Desmond
Desmond@DesFrontierTech·
@paullecoque Lot of quarterbacks look great in college and get rocked in the NFL. Everyone's bigger, stronger, faster, smarter. Same leap from private to public markets.
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Starrucca
Starrucca@StarruccaFalls·
@DesFrontierTech @ATURULLAO4 Probably also worth mentioning in this context that SK Telecom owns a minority stake (to IonQ’s majority) in ID Quantique. The strategic partnership is baked in at the financial level.
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Desmond
Desmond@DesFrontierTech·
$IONQ A year ago, IonQ bought a company called ID Quantique. ID Quantique is based in Geneva and builds security products for the quantum era. They are not a research lab. They are a company with paying customers and products in the field. Their biggest customer relationship is with SK Telecom in South Korea. SK Telecom is the largest wireless carrier in the country. The two companies have worked together for years. In 2018 they co-wrote the first international standard for quantum random number generators. In 2020 they put a quantum security chip from ID Quantique into a Samsung Galaxy phone sold by SK Telecom. They have built quantum-secured networks together. None of this is hypothetical. It is already running. On Thursday, Sangyun Uhm, the head of ID Quantique in Korea, said quantum security combining quantum key distribution and post-quantum cryptography is no longer optional for telecom and cloud networks. It is essential. He expects SK Telecom and SK Broadband to set the global standard for what that security infrastructure looks like. Also on Thursday, IonQ published a patent. The patent describes how to convert the light a trapped ion quantum computer emits into the wavelength that telecom fiber already carries. The same wavelength SK Telecom's network uses. The same wavelength every telecom carrier uses. These two pieces describe one platform. A quantum computer that can talk to a telecom network, and a security business already running on that network.
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Desmond
Desmond@DesFrontierTech·
Baselines are in the underlying paper (arXiv:2602.23976). Gurobi (the big commercial classical solver) gives the ground-truth optimum. The quantum method's initializations get compared against random initializations, with the same classical post-processing on both. Quantum initialized runs consistently came out lower energy. Not a single tuned demo. The benchmark is the full 250 asset S&P 500 universe with 1,418 trading days of real market data.
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domelian
domelian@dmytroomelian·
@DesFrontierTech claiming "better than any classical solver" on 250 assets is a big statement curious what they used as baselines and how often this holds out of sample vs one carefully tuned demo
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Desmond
Desmond@DesFrontierTech·
$IONQ Marco Pistoia published a blog on IonQ's site. Pistoia is CEO of IonQ Italia. Before joining IonQ, he led quantum research at J.P. Morgan. In the blog, Pistoia names portfolio optimization as a "textbook problem" that classical supercomputers have had to handle with "heavy approximations." Pistoia's claim is that IonQ is now solving portfolio optimization better than the best classical methods. In production, on a 250-asset S&P 500 universe. Per the blog, IonQ optimized a 250-asset universe drawn from the S&P 500 on a 100-physical-qubit system using a nonvariational algorithm class called BF-DCQO. Pistoia writes that the result was "better than any classical solver" IonQ tested against. IonQ now has a production-grade quantum product for the financial services industry. The executive making the claim led quantum research at J.P. Morgan before joining IonQ, and is now publicly making production claims aimed at his former industry. Pistoia's blog names the roadmap context. By next year IonQ targets 10,000 physical qubits and 800 logical qubits. At that scale, the current need to break large problems into smaller pieces disappears. (photo by Marco Pistoia)
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Desmond
Desmond@DesFrontierTech·
$IONQ IonQ published a patent today that solves a problem in quantum networking. To connect quantum computers across a city, a country, or an ocean, you need to send the information they produce through fiber optic cables. This fiber already exists. It's the same fiber that carries the internet, phone calls, and streaming video around the world. The problem is that quantum computers and the global fiber network speak different languages of light. Light has different colors. Each color is a different wavelength. The fiber network was built to carry one specific range of wavelengths. The amplifiers that boost the signal every fifty miles or so along an undersea cable are built to work on that range. It's called the telecom C-band. A barium ion quantum computer at IonQ emits a particle of light at a completely different wavelength. If you put that light into a telecom fiber, it loses its signal almost immediately. The fiber is the wrong color for it. IonQ's patent describes how to convert the light from the wavelength the quantum computer emits to the wavelength the fiber carries, in two steps, without breaking the quantum information the light is carrying. The last part is the hard part. The quantum information depends on a fragile property of the light. Converting one color to another usually destroys it. IonQ figured out how to do the conversion and keep the information intact. A quantum computer that emits light the world's fiber network can already carry is a quantum computer that can be networked using the infrastructure that already exists.
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Josh
Josh@joshkadkins·
What I’m shooting for dope house for the family and the 911
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Dr. Justin Schwartz, Chancellor of CU Boulder
Boulder is a hub for quantum science and computing. ⚛️ We are excited to welcome @IonQ_Inc to the expanding Boulder and Colorado communities! @CUBoulder is proud to be part of this effort and this community. Congratulations on this important milestone.
Dr. Justin Schwartz, Chancellor of CU Boulder tweet mediaDr. Justin Schwartz, Chancellor of CU Boulder tweet mediaDr. Justin Schwartz, Chancellor of CU Boulder tweet mediaDr. Justin Schwartz, Chancellor of CU Boulder tweet media
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Desmond
Desmond@DesFrontierTech·
$IONQ A lot of business problems are basically giant mazes. How should trucks move? How should factories schedule work? How should electricity move across the grid? Better answers save time and money. Savings like that get people interested in quantum pretty quickly.
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Flow Miner
Flow Miner@BiteconKim·
미국 기술 패권 의외의 핵심 기술은 ‘양자 네트워킹’일 수 있다 1. 많은 사람들은 양자 산업을 단순히 “초고속 컴퓨터 경쟁” 정도로 생각한다. 2. 누가 더 많은 큐비트를 만들었는지, 누가 계산 속도가 빠른지에만 집중한다. 하지만 미국이 진짜 중요하게 보는 건 어쩌면 컴퓨터 자체가 아닐 수 있다. 3. 지금 미국이 노리는 것은 ‘양자 인터넷’에 가까워 보인다. 즉 ▶️양자컴퓨터, ▶️데이터센터, ▶️위성, ▶️군사 통신, ▶️금융망, ▶️AI 연산 시스템 을 하나의 네트워크처럼 연결하는 미래 구조다. 5. AI 시대를 떠올려보면 이해가 쉽다. AI 패권은 단순히 GPU 성능만으로 만들어지지 않았다. 진짜 핵심은 ▶️데이터센터 연결, ▶️클라우드 인프라, ▶️글로벌 해저케이블, ▶️네트워크 표준, ▶️통신망 장악 이었다. 6. 결국 “연결 구조”를 지배한 기업과 국가가 시장을 가져갔다. 양자도 비슷한 방향으로 가고 있다. 문제는 양자 정보가 너무 취약하다는 점이다. 7. 양자컴퓨터는 정보를 빛(광자) 형태로 전달하는데, 이 정보는 아주 작은 노이즈에도 쉽게 붕괴된다. 8. 특히 지금 글로벌 인터넷 광섬유망은 ‘텔레콤 C-band’라는 특정 파장 대역 기준으로 구축되어 있다. 그런데 대부분의 양자컴퓨터는 전혀 다른 파장의 빛을 사용한다. 9. 즉 현재 상황은 이렇다. ▶️양자컴퓨터는 존재한다. ▶️글로벌 광섬유망도 존재한다. ▶️하지만 둘은 서로 다른 언어를 사용한다. ▶️그래서 장거리 양자 네트워킹이 매우 어려웠다. 10. 그런데 최근 IonQ 가 이 병목을 정면으로 건드리기 시작했다. IonQ는 최근 특허를 통해 👉 양자컴퓨터가 방출하는 광자의 파장을 👉 기존 글로벌 광섬유망이 사용하는 텔레콤 파장으로 변환하면서도 👉 양자 정보를 손상시키지 않는 기술 을 설명했다. 11. 이게 중요한 이유는 단순 기술 발전 때문이 아니다. 만약 이 구조가 가능해지면 ▶️기존 해저케이블 활용 가능 ▶️기존 통신 증폭기 사용 가능 ▶️도시 간 양자 연결 가능 ▶️국가 간 양자 네트워크 구축 가능 ▶️장거리 양자 암호 통신 가능 같은 구조가 열릴 수 있기 때문이다. 12. 즉 양자 산업이 “고립된 실험실 장비” 단계에서, 실제 글로벌 네트워크 단계로 넘어갈 가능성이 생긴 것이다. 13. 여기서 흥미로운 건 미국의 최근 움직임이다. 미국은 지금 AI 데이터센터, 전력망, 해저케이블, 위성망, 양자, 국방 통신, 반도체 공급망 을 하나의 패권 구조처럼 연결하기 시작했다. 14. 왜냐하면 미래 패권은 단일 기술이 아니라, “연결된 인프라 시스템” 위에서 만들어질 가능성이 크기 때문이다. 15. 그래서 최근 IonQ 의 움직임도 흥미롭다. 이 회사는 단순히 큐비트 숫자 경쟁보다 ▶️양자 네트워킹, ▶️양자 리피터, ▶️포토닉 인터커넥트, ▶️정부·국방 프로젝트, ▶️통신 인프라 협력 에 훨씬 집중하고 있다. 16. 이는 단순 컴퓨터 기업이라기보다, 미래 양자 인터넷 인프라 기업에 가까운 방향이다. 17. 결국 미래 양자 산업의 승자는 “가장 빠른 양자컴퓨터”를 가진 기업이 아닐 수도 있다. 오히려 👉 양자 네트워크 표준을 만들고 👉 글로벌 연결 구조를 장악하며 👉 기존 인터넷 인프라와 결합시킨 국가 가 진짜 승자가 될 가능성이 크다. 18. 그리고 지금 미국은 바로 그 구조를 먼저 만들기 시작한 듯하다. $IONQ
Flow Miner tweet mediaFlow Miner tweet mediaFlow Miner tweet mediaFlow Miner tweet media
Desmond@DesFrontierTech

$IONQ IonQ published a patent today that solves a problem in quantum networking. To connect quantum computers across a city, a country, or an ocean, you need to send the information they produce through fiber optic cables. This fiber already exists. It's the same fiber that carries the internet, phone calls, and streaming video around the world. The problem is that quantum computers and the global fiber network speak different languages of light. Light has different colors. Each color is a different wavelength. The fiber network was built to carry one specific range of wavelengths. The amplifiers that boost the signal every fifty miles or so along an undersea cable are built to work on that range. It's called the telecom C-band. A barium ion quantum computer at IonQ emits a particle of light at a completely different wavelength. If you put that light into a telecom fiber, it loses its signal almost immediately. The fiber is the wrong color for it. IonQ's patent describes how to convert the light from the wavelength the quantum computer emits to the wavelength the fiber carries, in two steps, without breaking the quantum information the light is carrying. The last part is the hard part. The quantum information depends on a fragile property of the light. Converting one color to another usually destroys it. IonQ figured out how to do the conversion and keep the information intact. A quantum computer that emits light the world's fiber network can already carry is a quantum computer that can be networked using the infrastructure that already exists.

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こうじ
こうじ@KouziTsuru·
IONQ、量子情報を壊さずに光の周波数を変換する特許らしいです👀
Desmond@DesFrontierTech

$IONQ IonQ published a patent today that solves a problem in quantum networking. To connect quantum computers across a city, a country, or an ocean, you need to send the information they produce through fiber optic cables. This fiber already exists. It's the same fiber that carries the internet, phone calls, and streaming video around the world. The problem is that quantum computers and the global fiber network speak different languages of light. Light has different colors. Each color is a different wavelength. The fiber network was built to carry one specific range of wavelengths. The amplifiers that boost the signal every fifty miles or so along an undersea cable are built to work on that range. It's called the telecom C-band. A barium ion quantum computer at IonQ emits a particle of light at a completely different wavelength. If you put that light into a telecom fiber, it loses its signal almost immediately. The fiber is the wrong color for it. IonQ's patent describes how to convert the light from the wavelength the quantum computer emits to the wavelength the fiber carries, in two steps, without breaking the quantum information the light is carrying. The last part is the hard part. The quantum information depends on a fragile property of the light. Converting one color to another usually destroys it. IonQ figured out how to do the conversion and keep the information intact. A quantum computer that emits light the world's fiber network can already carry is a quantum computer that can be networked using the infrastructure that already exists.

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Desmond
Desmond@DesFrontierTech·
$IONQ Steady buying all day after last week's earnings move. The stock never really lost momentum after the open. Every pullback kept getting bought fairly quickly.
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Desmond
Desmond@DesFrontierTech·
@_super_nomal_ GAAP revenues of $64.7 Million, full year guide between $260 and $270 Million, RPO grew to $470 million
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