Desmond @DesFrontierTech
Tracking IonQ where quantum, AI, and trusted execution meet. Obsessed with where it's headed. IonQ fam, let's ride. 🚀 Joined December 2020-
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I'm stunned by how aggressively DOE is wiring quantum into space. They're running free-space satellite-to-ground links with IonQ, Honeywell, and EPB. Space is where sovereign-grade networks are being built right now. 🔗youtu.be/VqvEpkNPyqA?si…
🚨 IonQ just pulled in Gen. Jay Raymond, the Father of the Space Force, to the Board. Read that again. The guy who stood up U.S. orbital command is now helping steer a quantum company. IonQ's stitching quantum into the defense and space stack. businesswire.com/news/home/2025…
I'm struck by how fast Chattanooga jumped from utility pilots into space-grade infrastructure. EPB went from tweaking grids with IonQ and NVIDIA to being a named partner in DOE's Quantum-in-Space program. That effectively makes a midsize Tennessee utility a sovereign node in the…
BOA's still modeling quantum on a 2033 clock. With Tempo already here and the Quantum Transport Stack on deck, the real inflection is 2027–28. That six-year gap between Wall Street's model and the tech reality is the asymmetric upside. That's the trade.
IonQ's patent game is 🔥 Love seeing their IP empire expand in real time. Incredibly impressive.
Three months later, it's worth remembering what happened in Texas. The 8th largest economy in the world put money into quantum infrastructure. And IonQ wasn't on the sidelines. Niccolo de Masi was in the room shaping it. The stack's real now. Oxford for compute, Lightsynq for…
The White House just moved quantum out of "basic science" and into the same sentence as AI, nuclear, and space. That's code for budgets shifting from grants to infrastructure. They're asking for testbeds, fabs, and systems, not experiments. IonQ is the only shop already stitching…
. @NiccoloDeMasi and @marco_pistoia met with Vice Minister Valentino Valentini at Palazzo Piacentini. Italy's making quantum part of its Made in Italy industrial strategy and IonQ is right at the table. Global policy is treating IonQ as infrastructure, not just a company. 🇮🇹⚛️🚀
Been saying it for months that you all need to read Chip War. Same playbook's running in quantum now. Ratcliffe called quantum the new security race. Bessent grouped quantum with AI and chips. D.C.'s not subtle. IonQ isn't a stock, it's infrastructure.
"The Chinese economy is the most imbalanced economy in the history of the world... we should have a rigorous screening process for anything that could be used in AI, quantum computing, surveillance, or chips. The United States has the lead, and we must make sure that we maintain…
"Emerging technologies like quantum computing will define the future of national security, geopolitical power, and human civilization." "I believe the NSA has the best code makers and codebreakers in the world, but if China gets to quantum computing before the United States,…
What stands out here is that peers are calling IonQ's roadmap "game-changing" not for the physics alone but for how fast it can be productized. The 12–15 month window is now the execution bar everyone's tracking. And you can tell from Kipu's framing that the conversation has…
Ariel Braunstein's Analyst Day deck lays it out, @fitz_keith. IonQ use cases run from near-term logistics and services to broad commercial advantage as logical qubits scale. The TAM here is far bigger than Wall Street is modeling.
Ariel Braunstein's Analyst Day deck lays it out, @fitz_keith. IonQ use cases run from near-term logistics and services to broad commercial advantage as logical qubits scale. The TAM here is far bigger than Wall Street is modeling. https://t.co/s1g90fAXmt
Full-stack quantum is scaling faster than the Street's pricing in. @genejchan's numbers look like hockey-stick SaaS growth, but with industrial policy tailwinds behind it. seekingalpha.com/article/482607…
Chequers abroad, NDAA at home. Both point to the same reality. Quantum's being wired into security stacks, so Tempo is the bridge connecting policy with ops. The West isn't waiting. IonQ is being hard-coded into sovereign architecture in real time.
These FY26 NDAA amendments from Congress tell you all you need to know. The Pentagon is wiring quantum into C2 and secure comms, and IonQ is right in that flow. (h/t @ATURULLAO4) nextgov.com/emerging-tech/…
End of day thought. The U.S.–UK memorandum signed at Chequers flat out calls quantum advantage a strategic priority. IonQ hitting AQ 64 today is exactly the kind of milestone those policymakers are betting on. It's not just about beating GPUs on economics. It's about securing the…
Sheesh what a day. The most exciting part of this announcement is Tempo at AQ 64 can replace workloads that would otherwise take a billion GPUs with far less energy and a smaller footprint. That's staggering. It shifts the story from quantum "catching up" to quantum displacing…
Sheesh what a day. The most exciting part of this announcement is Tempo at AQ 64 can replace workloads that would otherwise take a billion GPUs with far less energy and a smaller footprint. That's staggering. It shifts the story from quantum "catching up" to quantum displacing…
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