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IonQ Takes Quantum Computing to NVIDIA's Research Center: What's Next?

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Key Takeaways

  • IONQ will install Superion 256 at NVIDIA's NVAQC and connect it to the GB200 NVL72 system.
  • IONQ's research will explore quantum-GPU integration, hybrid software and large-scale system prototypes.
  • IONQ and NVIDIA will research optimization, financial risk, materials and drug discovery applications.

IonQ (IONQ - Free Report) is set to become the first company to deploy an on-premise quantum computing system at NVIDIA’sAccelerated Quantum Research Center (“NVAQC”). The facility is designed to address key challenges in scaling quantum processors into a new class of accelerated quantum supercomputers.

IonQ’s full-stack quantum systems will be connected directly to NVIDIA’s AI infrastructure to advance qubits into useful, large-scale quantum supercomputers. The integration is expected to help tackle some of the world’s complex problems. Under the partnership, IonQ’s Superion 256 system will be installed at NVAQC and linked directly to NVIDIA’s GB200 NVL72 system through NVQLink. The workloads will be orchestrated through NVIDIA’s open CUDA-Q platform. The joint research effort will center on hybrid software development and large-scale system prototyping, producing open results and guidance for future AI applications and quantum-GPU co-design.

Superion 256 was introduced earlier this month and is the first in the Superion platform that all future compute products are expected to be built on. The platform scales from 256 qubits to millions of qubits, with every generation that follows Superion 256 expanding use of the same ions, the same qubits, the same electronic control and the same chip fabric. Installation at NVAQC is scheduled for next year.

Alongside quantum-GPU integration, joint research is expected to target quantum algorithms portfolio optimization and risk modeling in financial services, materials science and computational chemistry for drug discovery. These types of complex use cases will benefit from research conducted using the Superion 256 system.

IonQ and NVIDIA recently joined Oak Ridge National Laboratory and the University of Tennessee on research aimed at addressing complex combinatorial optimization problems. Presented at IEEE Quantum Week earlier this month, the award-winning study paired generative AI with distributed quantum algorithms and ran on NVIDIA’s CUDA-Q platform.

Latest Developments Among IONQ’s Peers

Quantinuum (QNT - Free Report) is building the technology and supply-chain foundation needed to scale fault-tolerant systems, together with its domestic partners. The company has recently finalized an agreement with the U.S. Department of Commerce’s CHIPS Research and Development Office for $100 million in federal funding under the CHIPS and Science Act. The award follows a letter of intent announced in May and will support R&D and U.S.-based quantum semiconductor manufacturing capabilities needed to deploy large-scale, fault-tolerant trapped-ion quantum computers. 

Besides, GlobalFoundries (GFS - Free Report) , or GF, will be one of several of Quantinuum's foundries enlisted to fabricate its next-generation ion traps and other electronics, specifically focused on using 300mm wafer technology. The company has continued to advance its quantum technology roadmap and deepen collaborations across the quantum ecosystem. GF also announced that it has finalized a definitive agreement for a $375 million CHIPS award to accelerate its Quantum Technology Solutions business.

The Zacks Rundown for IONQ Stock

Over the past 12 months, IonQ shares have dropped 29.2% compared to the industry’s 210.9% growth.

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In terms of valuation, IONQ trades at a forward, five-year price-to-sales (P/S) of 23.72X compared with the 5.35X industry average. 

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The image below shows that estimates for the company’s 2026 loss per share have narrowed, while estimates for 2027 have been mixed over the past three months.

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IONQ stock currently carries a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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