Rick

@BetterSelf_Life When ionq bought idquantique they said it was only behind Toshiba in terms of market share. Good to see ionq take the lead

@Rick101284 Didn't know that Toshiba is so advanced in QKD.

$IONQ New GIS report says IonQ has overtaken Toshiba in terms of QKD market share.

@BetterSelf_Life Got to be worldwide. Assume Toshiba dominates japan market

@Rick101284 Is this worldwide market share, or just in Japan?

$IONQ Tom Harty on some of the pros of IonQ acquisition: "As a startup we were figuring out how to get top foundaries to take us seriously, now we are in the process of buying one"

$IonQ I remember when the market was very uneasy about the Q sector’s volatility a few years ago and IonQ went under $3.50 a share. I was very confident and purchased several large blocks in assorted accounts that I/we still hold today. Far forward to right now, and that same feeling has occurred, except my sense of security in investing large monies into the company are more than the 12x trading comparison from back then to now. I do believe Skywater will close very soon. I do believe the conglomerate IonQ will receive substantial government monies from assorted mechanisms. I believe 256 will role out by the end of October or early November. I believe a variety of US and allied governments agencies are very focused on IonQ and we will hear a beehive of announcements. I believe the diverse ecosystem that the company operates in will produce quickly many meaningful results. And with this, I believe in the strongest sense that the company is perhaps the most undervalued tech company on the public exchanges. So … we add, and not like sheep.

$IONQ "The mission? Enable a secure, space to earth quantum link using optical communication terminals and ion traps aided by precision quantum clocks"

@Singsy24 @IONQinvestor Awesome. Thanks for thr insight

@Rick101284 @IONQinvestor The beauty of the SBIR Contract is it becomes an unprotestable 10 year single award contract vehicle you can drive a truck through. Anything related to quantum sensing, to incide directly related technologies, can be awarded directly.

$IONQ Was awarded a $1.7M Quantum Sensing Contract in April from the Army. usaspending.gov/search?hash=b1…

@JimHODL Its a good resource. They also had some.good commentary on IonQs error correction and walking cat architecture. Im sure will see an update once IonQ delivers 256.

There is some excellent, well informed commentary on the website you reference Rick - Thank you. Here is a quote from an earlier post that compares qubit modalities; "I consider trapped ions the modality most likely to demonstrate the first complete, small-scale fault-tolerant quantum computation that produces a verifiably correct answer to a problem requiring logical depth beyond 10⁴ operations. Quantinuum’s team has demonstrated every component of the fault-tolerant stack individually, and combining them is a matter of engineering execution rather than scientific discovery. " He doesn't delve into the IonQ vs Quantinuum debate, but we know that space well : ) #what-would-a-trapped-ion-crqc-actually-require" target="_blank" rel="nofollow noopener">postquantum.com/post-quantum/c…

$IONQ Rumors circulating that quantum companies have gone dark: "In recent weeks, the same rumor has reached me from unconnected directions: that at least a couple of the companies at the center of quantum cryptanalysis are sitting on results they have chosen not to publish." Note US government already has mechanism to require this: "Quantum technology has sat under US export controls since the Bureau of Industry and Security’s (BIS) September 2024 interim final rule, which applies deemed-export licensing to the disclosure of controlled quantum technology and information to nationals of certain countries, with a presumption of denial." Implications for market: "Every public Q-Day model, mine included, carries a hidden assumption that the published frontier approximates the actual frontier. That assumption held tolerably well for a decade. It is now degrading, and it degrades in only one direction: actual capability can only meet or exceed what is published, never trail it." postquantum.com/post-quantum/c…

@netcreat Phase B provided funding for up to 12 months which would align with November. DARPA also noted advancements could be staggered amongst companies. I think IonQ knows they are advancing, but cant announce until DARPA is ready.

Isn’t it month of November?

@Gukaso Based on this post, and Rick Mullers comments in April I suspect they know are advancing. Possible DARPA may be preventing announcement due to timelines of others who are advancing.

@Rick101284 $IONQ for all we know it may have already been awarded and they are sitting on the news waiting for Q2 Earnings or Investor day to announce it... I think they did that with the HARQ announcement this year too

$IONQ Phase C Award must be close. IonQ appears confident, and will be interesting to see what public names dont advance. Market needs this signal IMO.

@genejchan Does look like a coordinated effort to advance US Quantum industry

1. Oxford Ionics used Infineon's fab in Europe 2. $SKYT (SkyWater) bought Infineon's US fab 3. $IONQ bought Oxford Ionics 4. IonQ bought SkyWater 5. ???

NSF just launched Project Triad: the first system uniting quantum sensing, networking, and computing for real-world use in defense, healthcare, energy & safety. This is exactly the triad IonQ Federal’s Rick Muller laid out months ago — backed by DARPA HARQ + QBI, plus Vector Atomic, Capella & Skyloom acquisitions. Even the diagrams match: networked satellites, sensors & quantum computers tied by quantum links. NSF didn’t name a company. But they just nationalized and scaled $IONQ’s architecture. Hooyah!🚀 $IONQ

$IONQ New interview with Alessio Butti, the undersecretary of State to the Presidency. On where Italy stands with quantum computing: "Through its advanced computing strategy, the government has succeeded in attracting investment from leading US quantum computing companies such as DWAVE and IonQ, positioning Italy as a potential hub for next generation computing technologies. At the moment. They have identified Lombardy as the location, but will be open to pursuing other opportunities as well. That alliance has enabled us to establish an important, interesting and i believe very productive relationship with the Ministry of Defense. We are also developing Q-ARKA. It is a project that brings together AI, advanced computing, HPC, and quantum. It is designed for both defense and civilian purposes" linkedin.com/posts/fortune-…

$IONQ Updated list of near term Government Quantum opportunities: 1. DARPA QBI - This is governments effort to validate Quantum Computing roadmaps. ➡️At World Quantum Day in April, Rick Muller advised IonQ expects to make a Phase C announcement in the near term. He believes this will separate IonQ from the pack. ($300M award) 2. DARPA HARQ - Focused on Heterogeneous Architectures and connecting different modalities. ➡️IonQ was only vendor to receive a undisclosed hardware award (likely $2M) to provide photonic interconnects capable of connecting multiple modalities. DARPA expects this to turn into large scale project. 3. National Science Foundation: XLABS - $1.5B initiative focused on quantum sensing and photonic interconnects. (Now Part of Project Triad) PROJECT Triad: New effort focused on building an Integrated Quantum System with quantum computing, networking, and sensing. ➡️ IONQ only company with quantum computing, networking, and sensing platform, and has the space capabilities (satelites and optical communication) needed to deliver this. 4. Defense Innovation Unit Project Farseer: initiative focused on Quantum Sensing. $200M to be awarded over next year. ➡️ IonQs Vector Atomics business has leading PNT sensors validated by NIST. 5. NSA / LPS (UMD) /DEVCOM QuantumEagle Initiative: Broad Project focused on 1) industry engagement, 2) commercial roadmaps, 3) supply chain, 4) algorithms, and 5) foundational Research. ➡️ LPS close connection (and proximity) to UMD may give IonQ advantage here. 6. DOE Quantum Genesis: Q Competition designed to Deploy fault tolerant computer in DOE Lab by 2028. Build National Quantum Supercomputing User Facility with multiple modalities ➡️ I believe IonQ and QuEra are the only companies whos public roadmaps currently align with a 2028 deployment date for fault tolerant QC.

$IonQ "The Department of War will continue prioritizing investments that deliver tangible quantum solutions"

@paullecoque Definitely looks familiar

$IONQ - Sound familiar? 👀 "The U.S. National Science Foundation launched Project Triad, an initiative to integrate quantum sensing, quantum networking and quantum computing into a single operational system to accelerate real-world applications and commercialization."