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@kewur 3 weeks ago

Interesting take on quantum computing plays beyond IonQ

Interesting take on quantum computing plays beyond IonQ

Article discusses why IonQ might not be the best bet despite being a pure play. Suggests looking at 5 diversified companies instead: 1. Honeywell (HON): They own 54% of Quantinuum (merger of their quantum division and Cambridge Quantum). Quantinuum plans to IPO in 2026, so HON is a safer entry point. 2. Intel (INTC): Focusing on silicon spin qubits. The idea is they can manufacture these at scale better than anyone else if volumes ramp up. 3. IBM (IBM): Already operating a large fleet of systems. Crossed 1,000 qubits in 2023 and has paying enterprise customers via cloud. 4. Amazon (AMZN): AWS Braket lets users access various quantum hardware. They are building the infrastructure layer rather than betting on one hardware type. 5. Nvidia (NVDA): The picks-and-shovels play. Quantum computers need classical systems for control and error correction, which runs on Nvidia's CUDA-Q platform. Basic argument is these companies have balance sheets to support the R&D and don't rely solely on quantum to survive.
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