Mike trotsky @mike_trotsky
No leaders. No rulers. In code we trust. Joined August 2017-
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@Chaimeisenberg Indeed , sharks are smelling blood.
🎉 Exciting news: The first on-premise quantum computing deployment at the NVIDIA Accelerated Quantum Research Center (NVAQC) will be an @IonQ_Inc Superion 256 system, connected to NVIDIA GB200 NVL72 via NVQLink with workloads orchestrated by NVIDIA CUDA-Q. "As the first quantum processor to sit alongside the NVAQC’s GB200 NVL72 system, IonQ’s Superion 256 will help make breakthroughs allowing the global ecosystem to integrate QPUs with AI infrastructure, build using open models and open-source software, and advance toward scientifically useful quantum supercomputers.” - Timothy Costa Learn more ⤵️
The NVIDIA Accelerated Quantum Research Center (NVAQC) will have its first on-premise quantum computing deployment: an IonQ Superion 256 system. “We see this as the beginning of an exciting era of hybrid quantum-classical computing," says our CEO @NiccoloDeMasi. The NVAQC is
Infleqtion delivered the UK’s only operational 100-physical-qubit quantum computer to the NQCC (@nqcc_official). Now, we’ve signed an MOU with Riverlane to explore bringing its real-time error correction technology together with our UK-designed and built neutral-atom platform. The goal: reliable logical qubits that can power more complex, useful computations. Learn more: ow.ly/eKWn50ZSsut
This is how mature enterprises solve security problems (vs braggadocios press releases that create panic instead).
Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry. Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to
A major milestone for Infleqtion: 30 entangled logical qubits, working together in a single computation on Sqale. Using just 80 physical qubits, Infleqtion has delivered its 2026 roadmap milestone, becoming the first neutral-atom quantum computing company to reach 30 logical qubits on a commercial system. Congratulations to our Sqale hardware and Superstaq software teams on an extraordinary achievement. Their co-design made this possible, alongside an AI-assisted discovery that halves the physical gates needed for a key logical operation. Fewer gates mean fewer chances for error as we push toward larger, more complex computations. Next stop: 100 logical qubits in 2028, with customer application development already underway. Each advancement brings us closer to the goal: quantum computers that can tackle problems customers can’t solve today. Read the announcement: ow.ly/2vhu50ZQQcp Explore the science: ow.ly/YLxr50ZQQcm
$IONQ just ran a real gas-pipeline planning problem on its Forte-1 machine. Israel’s national gas-grid operator (INGL) and Classiq used quantum optimization to find the pressure settings that move the most gas without breaking the network. On a small test network Classiq’s software found the best possible answer. They then ran a simpler version of the same problem on actual IonQ hardware using a very shallow circuit. The machine still returned valid operating points that sat right next to the classical best answer. Early, small-scale, but it’s a live energy-infrastructure problem executed on today’s IonQ computer, not just a simulation.
$IONQ Israel Natural Gas Lines, Classiq and IonQ partner to demonstrate quantum optimization for natural gas transmission planning. arxiv.org/pdf/2609.00825
$IONQ Here we go! IonQ’s Superion 256 quantum computer will be the first quantum processor at NVIDIA’s Accelerated Quantum Research Center (NVAQC) ionq.com/news/ionq-to-a…
IonQ shares rally after company says it made a major quantum computing breakthrough cnbc.com/2026/09/23/ion…
I like this announcement better than yesterday’s 🫣
$IONQ Here we go! IonQ’s Superion 256 quantum computer will be the first quantum processor at NVIDIA’s Accelerated Quantum Research Center (NVAQC) ionq.com/news/ionq-to-a…
$IONQ researchers demonstrated the development and successful testing of the industry’s first end-to-end real-time quantum error correction decoder that runs on a single standard off-the-shelf central processing unit (CPU). investors.ionq.com/news/news-deta…
THE DEPARTMENT OF ENERGY IS PUTTING $215 MILLION ON THE FIRST FAULT TOLERANT QUANTUM COMPUTER. JUST IN, the Genesis Q Competition. DOE will pay private companies up to $215M to deliver the world's first scientifically relevant fault tolerant quantum computer. Not a grant but a prize with a scoreboard. The criteria is at least 100 logical qubits running hundreds of millions of fault tolerant operations. Phase I gives each entrant up to $1.5M. Phase II unlocks a $100M pool at 100 logical qubits, with $50M bonuses at 150 and 200. The government just set the finish line at double the world record and posted cash at every milestone past it. DOE's Under Secretary Darío Gil, formerly IBM's research chief, frames the first faulttolerant machine around 2028. Applications are due October 19, every company with a fault-tolerance roadmap now has to put its logical qubit claims in front of DOE's physicists, for money, with a deadline. THE US WANTS A QUANTUM COMPUTER FAST, GOOD LUCK APPLICANTS. $IONQ $QNT $INFQ
$NVDA’s CEO just told you exactly where to invest. Jensen Huang described AI as a five-layer cake. Every layer is essential. Here are the 5 stocks — one from each layer — with complete trade plans:
$NRGV 🚀
Today we announced closure of financing on 275MW of Rolls-Royce MTU reciprocating engine generation capacity for hyperscale AI infrastructure. The 275 MW of long-lead reciprocating engine generation capacity, utilizing proven Rolls-Royce MTU technology, will begin delivery in
Today we announced closure of financing on 275MW of Rolls-Royce MTU reciprocating engine generation capacity for hyperscale AI infrastructure. The 275 MW of long-lead reciprocating engine generation capacity, utilizing proven Rolls-Royce MTU technology, will begin delivery in H2 2027. The secured generation capacity strengthens our Powered Land solutions to accelerate speed-to-power, supporting current multi-Gigawatt onsite power infrastructure discussions underway for large-scale AI and high-performance computing campuses, while providing critical long-lead equipment as the we scale our Build, Own & Operate infrastructure model. Read the full announcement: hubs.la/Q04x7c_j0 #EnergyVault #AIInfrastructure #HyperscaleAI #DataCenters
Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot into every home, we need a massive amount of compute
CONGRESS INTRODUCES THE AMERICAN QUANTUM COMPETITIVENESS ACT This new bill introduced by Rep. Nick Langworthy makes the Commerce Department the federal lead on commercial quantum. Manufacturing, deployment, investment, supply chains. The Commerce Secretary becomes the President's principal advisor on scaling the industry. They'll map every critical component in the quantum supply chain, identify investment barriers, flag which parts come from foreign adversary countries, and write a national competitiveness strategy with industry, labs, states, and allies. Public report in two years, then every three. Quantum has been viewed as a science program for eight years. This creates a second lane, commercialization, with one agency in charge. It's the same structure the CHIPS Act used for semiconductors. Science agencies fund the labs, commerce industrializes what comes out. This bill is backed by IBM, Microsoft, and Google's industry coalition, plus RIT, Rochester, UAlbany, Buffalo, Syracuse, and RPI. The status: introduced, not passed. We'll so how this turns out. $INFQ $IBM $IONQ $GOOGL
Raymond James today raised its price target on Nvidia $NVDA up to $515 from $352 while maintaining its Strong Buy rating Evercore raised its price target on Nvidia up to $465 from $413 while maintaining its Outperform Bernstein raised its price target on Nvidia up to $400 from $315 while maintaining its Outperform JPMorgan raised its price target on Nvidia up to $320 from $280 while maintaining its Overweight Mizuho raised its price target on Nvidia up to $315 from $300 while maintaining its Outperform Citi raised its price target on Nvidia up to $315 from $300 while maintaining its Buy Needham raised its price target on Nvidia up to $300 from $270 while maintaining its Buy UBS raised its price target on Nvidia up to $300 from $280 while maintaining its Buy Morgan Stanley raised its price target on Nvidia up to $300 from $288 while maintaining its Overweight Goldman Sachs raised its price target on Nvidia up to $300 from $285 while maintaining its Buy
Nvidia is doing $1 billion in revenue PER DAY. Insane.
NASA has awarded Infleqtion a $20 million follow-on contract for the Quantum Gravity Gradiometer Pathfinder mission, bringing NASA’s total investment in Infleqtion's work for this program to $40 million. Working with @NASAJPL, Infleqtion will design, build, and test key components for the world’s first space-based quantum gravity sensor, including testing the system in microgravity at the Einstein Elevator (@hitec_elevator) in Germany. The @NASA-led mission is expected to launch in 2030 and could help enable future tools for monitoring water, ice, and natural resources from low Earth orbit. Learn more: ow.ly/LYaI50ZFSHa
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