TLDR
- IonQ shares rose 4.4% to $42.54 Wednesday as the Nasdaq fell 1.1%.
- IonQ’s Superion 256 will be the first system installed at Nvidia’s new quantum research center.
- The processor will connect directly to an Nvidia GB200 NVL72 system using Nvidia’s NVQLink technology.
- Rivals Rigetti, D-Wave, and Quantinuum all closed lower the same day.
- IonQ stock also jumped more than 8% after hours Tuesday on a separate error correction paper.
IonQ (IONQ) stock climbed 4.4% to $42.54 on Wednesday, bucking a rough day for tech stocks. The Nasdaq Composite dropped 1.1% over the same session.
The move came after IonQ announced its Superion 256 quantum computer will be the first system installed at Nvidia’s Accelerated Quantum Research Center. It’s a milestone for the company, which has spent the past year positioning itself as the “Nvidia of quantum computing.”
Rigetti Computing, D-Wave Quantum, and Quantinuum didn’t get the same lift. All three closed in the red Wednesday while IonQ pulled ahead of the pack.
How the Partnership Works
The Superion 256 will connect directly to an Nvidia GB200 NVL72 system through Nvidia’s NVQLink technology. Instead of sitting alone in a lab, it will function as a co-processor working alongside Nvidia’s GPUs.
Quantum-specific tasks get routed to the Superion 256, while Nvidia’s GPUs handle classical processing and AI workloads at the same time. Both systems run through Nvidia’s open CUDA-Q software platform.
IonQ CEO Niccolo de Masi called it “an exciting moment for compute and the history of compute.” He said the Superion chips are built to withstand the vibrations and electromagnetic noise that typically cause problems for quantum systems, making them a natural fit for data center environments.
Nvidia VP Timothy Costa said the industry has already been moving toward this hybrid setup. He compared the challenge to early efforts to bring GPUs into AI factories, noting there’s added complexity in figuring out how the two systems divide work and exchange data.
Cost is also a factor. Companies will only adopt quantum hardware if it delivers a real speed advantage without blowing up their budgets, and Nvidia’s new research center is meant to help answer that question.
A Busy Week for Quantum News
This isn’t the only reason investors are watching IonQ closely. Shares jumped more than 8% after hours on Tuesday following a separate technical paper on error correction.
The paper described a way to handle quantum error correction on a standard CPU, cutting down on the system delays that usually come with the process. There’s a catch though. The testing only used simulated noise models, not real quantum hardware, so it’s not yet clear how the approach holds up outside a controlled environment.
Microsoft also made quantum headlines this week. The company opened its own quantum research center near the University of Maryland, complete with workforce training space and closer ties to federal partners.
IonQ, Nvidia, Oak Ridge National Laboratory, and the University of Tennessee also presented joint research at IEEE Quantum Week earlier this month. That work combined generative AI with distributed quantum algorithms, using the CUDA-Q platform to tackle problems in areas like portfolio optimization and drug discovery.
The Superion 256 is expected to begin shipping next year. It’s designed to scale up over time, adding more qubits as the system matures.
The announcement follows IonQ’s completed acquisition of semiconductor foundry SkyWater Technology last month, a deal valued at roughly $1.8 billion.
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