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$IONQ NVIDIA deployment could open more routes to customers During IonQ’s Q3 2026 earnings Q&A on November 5, @NiccoloDeMasi, Chairman and CEO of @IonQ_Inc, told Morgan Stanley analyst Joe Moore that proving the system in one NVIDIA data center could support deployments in others and expand IonQ’s channels to market. Superion 256 is scheduled for installation in 2027 at the NVIDIA Accelerated Quantum Research Center in Boston. It will be the first on-site quantum computer there, connected directly to NVIDIA’s AI infrastructure. That environment places demands on the machine. Vibrations in a data center can cause alignment problems. De Masi said SkyWater’s manufacturing process and IonQ’s architecture, which puts ion traps on a chip, give the company advantages in cost, manufacturing and stability. NVIDIA’s quantum team is looking for partners that can scale into hybrid workflows: quantum processors working alongside conventional computing. The joint research will explore how NVIDIA GPUs and IonQ quantum processors can work together on machine learning and AI. De Masi sees the NVIDIA collaboration and IonQ’s advancement to Stage C of DARPA’s Quantum Benchmarking Initiative as validation of that architecture and its ability to support robust, stable deployments. #IonQ #NVIDIA #QuantumComputing

$IONQ Superion 256 capacity sold out for 2027 From the Q3 2026 earnings call (5 Nov 2026). @NiccoloDeMasi, Chairman and CEO of @IonQ_Inc, said in his prepared remarks that all 256 capacity for 2027 is sold out. Later in the Q&A he called that sell-out a very bullish sign. Initial Superion 256 partners named on the call: NVIDIA and Florida International University in the U.S., the University of Cambridge and Horizon Quantum in Europe, and SDT in South Korea, which signed a $33M contract for a Superion 256 plus a quantum networking memory solution. Superion 256 will also be the first quantum computer installed on site at the NVIDIA Accelerated Quantum Research Center, he said, plugged directly into NVIDIA's AI supercomputers. Asked about next year, he pointed to three DARPA down-selects (programs where IonQ advanced past the cut): → It's About Time: the only down-select for clocks → HARQ (Heterogeneous Architectures for Quantum): the only down-select for entanglement distribution, meaning quantum links shared between systems → Stage C of the Quantum Benchmarking Initiative: the only ion-trap down-select He called that technical validation from what he described as the most important institutions in the U.S. and, he argued, in the world. Commercial success, on his telling, also needs the D in R&D (turning lab work into products), plus manufacturing, go-to-market, and commissioning: getting systems running at customer sites. Customers come knowing the track record, he said: IonQ systems first turned on in 2017, have been on the public cloud since 2020, and have delivered year after year since the IPO. Manufacturing of whole systems keeps growing, he said. Chips come in large numbers from SkyWater, so the work is scaling the rest of the system inside a vertically integrated, secure U.S. supply chain. Order books are filling into 2028, with interest in later generations as well: three generations of CMOS chips were shown at the September Analyst Day and sit in the Executive Briefing Center at the College Park headquarters. Inder M. Singh, COO and CFO, added the Tempo lesson: demand once ran ahead of supply, then they caught up a quarter later. Superion demand is strong again, he said, and they have met that kind of surge before. #IonQ #QuantumComputing

$IONQ lays out its path to profitability Earlier today, Inder Singh, COO and CFO of IonQ, explained why IonQ raised $2B at a premium: long-term capital to keep investing in R&D and talent. The same Q3 2026 call answers the next question, how that investment fits with profitability. In his prepared remarks, Inder put Q3 adjusted EBITDA (operating profit before non-cash costs like stock-based pay) at negative $133.6 million, reflecting integration costs concentrated in the quarter. He expects Q4 to improve, said the S&P Global Capital IQ consensus of negative $127 million doesn't seem unreasonable to IonQ, and tied that improvement to IonQ's commitment to profitability and to integrating the companies it acquired. Craig Ellis, Senior Managing Director and Director of Research at B. Riley Securities, picked up on those comments, noting that a back office emphasis next year makes a lot of sense. (0:47) Inder answered that he never thought IonQ would be talking about $1.2 billion in RPO (contracts signed but not yet booked as revenue), which opens room to expand margins. He described the path to profitability as what any responsible company would do, now that IonQ is reaching scale, without damaging its hyper-growth trajectory. The discipline covers costs and capital allocation with Niccolo and the leadership team: where to put the incremental dollar for growth, and the return on that growth. In his words, "I think we're now of scale." (0:57) Niccolo de Masi, Chairman and CEO of IonQ, said that as what IonQ believes is the largest player in its sector, it will keep powering the technical roadmap in parallel with financial milestones. For him, integration also covers that roadmap and IonQ's ability to sell it, so customers drive multiples of revenue per engagement, opening "exponential gross margin and profitability opportunities." (1:39) He closed the call expecting shared technology, manufacturing and customer relationships to strengthen each part of the business and become drivers of growth and long-term shareholder value. "IonQ is building the quantum ecosystem," he said, with a scale that supports "structural profitability" expected in the coming years. (2:17) From the prepared remarks to the last sentence of the call, profitability came back at every stage: in the numbers, in an analyst's question, in the answers of both IonQ leaders. #IonQ #QuantumComputing