#  @netcreat 4FIRE 4FIRE posts on X about $ionq, acquisition, ai, $skyt the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::99946869/interactions)  - [--] Week [------] +611% - [--] Month [------] +1,635% - [--] Months [-------] +8,365% ### Mentions: [--] [#](/creator/twitter::99946869/posts_active)  - [--] Week [--] +89% - [--] Month [--] +185% - [--] Months [--] +1,800% ### Followers: [---] [#](/creator/twitter::99946869/followers)  - [--] Week [---] +11% - [--] Month [---] +108% - [--] Months [---] +563% ### CreatorRank: [-------] [#](/creator/twitter::99946869/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 23% [technology brands](/list/technology-brands) 13% [finance](/list/finance) 12% [cryptocurrencies](/list/cryptocurrencies) 4% [countries](/list/countries) 2% [social networks](/list/social-networks) 1% [travel destinations](/list/travel-destinations) 1% [currencies](/list/currencies) 1% **Social topic influence** [$ionq](/topic/$ionq) #16, [acquisition](/topic/acquisition) 9%, [ai](/topic/ai) 6%, [$skyt](/topic/$skyt) 5%, [core](/topic/core) 5%, [$18b](/topic/$18b) 4%, [systems](/topic/systems) 4%, [business](/topic/business) 4%, [$rdw](/topic/$rdw) 4%, [ibm](/topic/ibm) #83 **Top accounts mentioned or mentioned by** [@photoncap](/creator/undefined) [@eikonceo15](/creator/undefined) [@techinnovationz](/creator/undefined) [@russel1441065](/creator/undefined) [@desfrontiertech](/creator/undefined) [@niccarter](/creator/undefined) [@chb1284](/creator/undefined) [@kouzitsuru](/creator/undefined) [@munoismuno](/creator/undefined) [@cat_states](/creator/undefined) [@jeongseung79029](/creator/undefined) [@paullecoque](/creator/undefined) **Top assets mentioned** [IonQ, Inc. (IONQ)](/topic/$ionq) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Redwire Corporation (RDW)](/topic/$rdw) [IBM (IBM)](/topic/ibm) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Cisco Systems Inc (CSCO)](/topic/$csco) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Astera Labs, Inc. (ALAB)](/topic/$alab) [GlobalFoundries (GFS)](/topic/globalfoundries) [Texas Instruments (TXN)](/topic/texas-instruments) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [O-I Glass, Inc. (OI)](/topic/$oi) [NVIDIA (NVIDIA)](/topic/$nvidia) [KEYS (KEYS)](/topic/$keys) [Nokia Corporation (NOK)](/topic/$nok) ### Top Social Posts Top posts by engagements in the last [--] hours "✅ What is Pinnacleand what did Iceberg Quantum actually do Countless pure scientists and industry researchers have spent years developing great QEC codes and building logical qubits. So what makes http://x.com/i/article/2022976878764851201 http://x.com/i/article/2022976878764851201" [X Link](https://x.com/netcreat/status/2022990085357289905) 2026-02-15T11:03Z [---] followers, [----] engagements ". . . X . . " [X Link](https://x.com/netcreat/status/2023040544294007088) 2026-02-15T14:23Z [---] followers, [---] engagements ". QEC . Iceberg Oxford Ionics . OI or $IonQ . Iceberg (symbiotic computation) (gateway) (co-evolution) . . QEC RSA . https://t.co/u7BsyMHnHe Iceberg quantum Pinnacle 👆👆 [--] . . . https://t.co/z4rQwDPJC6 https://t.co/u7BsyMHnHe Iceberg quantum Pinnacle 👆👆 [--] . . . https://t.co/z4rQwDPJC6" [X Link](https://x.com/netcreat/status/2023161460072018220) 2026-02-15T22:24Z [---] followers, [----] engagements "$IonQ merges SkyWater Technology for rougly $1.8B. https://www.wsj.com/business/deals/quantum-computing-company-ionq-to-buy-chip-maker-skywater-for-1-8-billion-08916998msockid=2012ac683fa06ae43429ba223ecd6b75 $IonQ $SKYT $1.8B . QPU https://t.co/q633aHn9gV https://www.wsj.com/business/deals/quantum-computing-company-ionq-to-buy-chip-maker-skywater-for-1-8-billion-08916998msockid=2012ac683fa06ae43429ba223ecd6b75 $IonQ $SKYT $1.8B . QPU https://t.co/q633aHn9gV" [X Link](https://x.com/netcreat/status/2015739673059131471) 2026-01-26T10:52Z [---] followers, [----] engagements "DMEA (Defense Microelectronics Activity) Category 1A Trusted Foundry [--]. SkyWater Technology IonQ [--]. GlobalFoundries ( ) - Psiquantum [--]. Texas Instruments ( ) [--]. Microchip (/ ) IonQ SkyWater Tech DARPA / AFRL / IARPA / NSA . : : [--] : [--] ( [---] ) https://twitter.com/i/web/status/2015783710080299054 https://twitter.com/i/web/status/2015783710080299054" [X Link](https://x.com/netcreat/status/2015783710080299054) 2026-01-26T13:47Z [---] followers, [----] engagements "$IonQ Cash and Stock Dilution after aquiring $SKYT Cash and Investments : $1.48B as of Q3 [----] Cash : $346M S-term Inv : $736M L-term Inv : $402M SkyWater Acquisition $1.8 Billion ($35.00 per share) $15.00 cash(43%) / $20.00 stock(57%) $1.8B = $0.77B cash + $1.03B stock Cash and investments after aquisition $1.48B - $0.77B= $0.71B However considering long-term investment Actual cash and investments will be $0.8B $1.0B Stock Dilution Assuming current stock price $45 for the easy calc $1.03B / $45 = 22.9M shares Total shares as of Q3 [----] = 325.3M Dilution will be 6.6% What IonQ is really" [X Link](https://x.com/netcreat/status/2015973002647941216) 2026-01-27T02:19Z [---] followers, [----] engagements ". [--] . [----] [--] [--] $IonQ . 👆👆👆👆 https://blog.naver.com/4-fire/224087986368 https://blog.naver.com/4-fire/224087986368" [X Link](https://x.com/netcreat/status/2019886223704355310) 2026-02-06T21:29Z [---] followers, [----] engagements "$IonQ . . . . . [--] . [--] [----] [--] $1.98B [--] . cash burn . backlog . . QKD . https://twitter.com/i/web/status/2020679791100494112 https://twitter.com/i/web/status/2020679791100494112" [X Link](https://x.com/netcreat/status/2020679791100494112) 2026-02-09T02:02Z [---] followers, [----] engagements "@PhotonCap Quantum computing and networking hardware $39.7M Platform consulting and support services $28.4M. Total Revenue $68.1M" [X Link](https://x.com/netcreat/status/2020849466488529259) 2026-02-09T13:17Z [---] followers, [---] engagements "$IonQ 👆👆 . IonQ . . Eng version will be uploaded in hours If you are looking forward to Eng version. SEC . . . https://blog.naver.com/4-fire/224178491400 https://blog.naver.com/4-fire/224178491400" [X Link](https://x.com/netcreat/status/2021052015363924306) 2026-02-10T02:42Z [---] followers, [---] engagements "$IonQ 👆👆 . IonQ . . Eng version will be uploaded in hours If you are looking forward to Eng version. SEC . . . https://blog.naver.com/4-fire/224178491400 https://blog.naver.com/4-fire/224178491400" [X Link](https://x.com/netcreat/status/2021060829966397817) 2026-02-10T03:17Z [---] followers, [----] engagements "2 Nature Science . USTC( University of Science and Technology of China ) Pan Jianwei . [----] QKD . . 👆 https://www.nature.com/articles/s41586-026-10177-4 https://blog.naver.com/4-fire/224179318146 https://www.nature.com/articles/s41586-026-10177-4 https://blog.naver.com/4-fire/224179318146" [X Link](https://x.com/netcreat/status/2021227655983681860) 2026-02-10T14:20Z [---] followers, [----] engagements ".👆👆 USTC QKD . . . . . . Nature 20km . . " ." " ." . . https://www.nature.com/articles/s41377-025-02173-6 https://blog.naver.com/4-fire/224179946403 https://t.co/I8p5yJ9geI [--] Nature Science . USTC( University of Science and Technology of China ) Pan Jianwei . [----] https://www.nature.com/articles/s41377-025-02173-6 https://blog.naver.com/4-fire/224179946403 https://t.co/I8p5yJ9geI [--] Nature Science . USTC( University of Science and Technology of China ) Pan Jianwei . 2022" [X Link](https://x.com/netcreat/status/2021436649528598699) 2026-02-11T04:10Z [---] followers, [---] engagements "I appreciate @DesFrontierTech highlighting how important it is. If I may add one more point of emphasis. Many people probably already understand this but its worth repeating. $IonQ did not acquire #SkyWater simply to manufacture wafer-based QPUs. In fact QPUs may represent the smaller portion of the long-term volume. Having direct access to a foundry is absolutely critical when it comes to accelerating QPU tape-outs and shortening development cycles. But once we start thinking about manufacturing scale the conversation becomes very different. Consider the demand profile. Vector Atomics atomic" [X Link](https://x.com/netcreat/status/2021776541055955127) 2026-02-12T02:41Z [---] followers, [----] engagements ". fidelity . [--] . . IBM Quantinuum IonQ best-pair isolated . baseline . heating crosstalk . . lab fidelity . baseline . . . https://twitter.com/i/web/status/2023274422610940112 https://twitter.com/i/web/status/2023274422610940112" [X Link](https://x.com/netcreat/status/2023274422610940112) 2026-02-16T05:53Z [---] followers, [--] engagements "$IonQ [----] Financial Outlook For the full year [----] IonQ is raising its revenue expectations to between $106 million and $110 million. For the full year [----] IonQ is reaffirming its Adjusted EBITDA loss midpoint guidance with a range of between ($206) million and ($216) million.* As of Q3 Revenue came in at $68 million an increase of $40 million from the prior quarter (0.34% QoQ). Adjusted EBITDA posted a loss of $119 million a deterioration of $92 million compared with last quarter (88.10% QoQ). Revenue is expected to remain roughly flat QoQ while the loss is projected to nearly double. If" [X Link](https://x.com/netcreat/status/2022475083340796090) 2026-02-14T00:56Z [---] followers, [----] engagements ". $100M IonQ . $IonQ [----] Financial Outlook For the full year [----] IonQ is raising its revenue expectations to between $106 million and $110 million. For the full year [----] IonQ is reaffirming its Adjusted EBITDA loss midpoint guidance with a range of between ($206) million and ($216) https://t.co/SStct33Au7 $IonQ [----] Financial Outlook For the full year [----] IonQ is raising its revenue expectations to between $106 million and $110 million. For the full year [----] IonQ is reaffirming its Adjusted EBITDA loss midpoint guidance with a range of between ($206) million and" [X Link](https://x.com/netcreat/status/2022476910341828842) 2026-02-14T01:04Z [---] followers, [----] engagements ". Iceberg Pinnacle $IonQ . [---] 25Q4 13F [--] [--] . . [---] [--] [---] UP/DOWN . [--] [--] Q4 [---] 42.93% . Q3 IonQ [--] 28M IonQ 189M 50.56% . 30% [---] [---] . . . https://twitter.com/i/web/status/2022806173972594690 https://twitter.com/i/web/status/2022806173972594690" [X Link](https://x.com/netcreat/status/2022806173972594690) 2026-02-14T22:52Z [---] followers, [----] engagements "@eikonceo15 . [--] $IonQ (Principal Researcher) Nicolas Delfosse arxiv . . . Beam search decoder for quantum LDPC codes QPU - IonQ Pinnacle code cycle time tc reaction time tr( ) tr=10tc . + / . Beam Search Pinnacle ( tc tr p) trtail latency . Pinnacle /( ) ( ). QPU -QPU ( Bell pair ) . QC (12/11) Pinnacle FTQC /-QPU . Cyclic Shift Flat cyclic layout . [--] Iceberg Pinnacle . . https://blog.naver.com/4-fire/224038697161 https://blog.naver.com/4-fire/224107783700 https://blog.naver.com/4-fire/224104049196 @eikonceo15 . ." [X Link](https://x.com/netcreat/status/2023189867308691501) 2026-02-16T00:17Z [---] followers, [---] engagements "👆 https://blog.naver.com/4-fire/224166581404 https://t.co/iDqFeeC0DI https://blog.naver.com/4-fire/224166581404 https://t.co/iDqFeeC0DI" [X Link](https://x.com/anyuser/status/2017503493716906391) 2026-01-31T07:41Z [---] followers, [----] engagements "Pinnacle . 1) RSA RSA( ) http://x.com/i/article/2022946754078060544 http://x.com/i/article/2022946754078060544" [X Link](https://x.com/netcreat/status/2022950147995636190) 2026-02-15T08:24Z [---] followers, [---] engagements ". . . . . . . . " [X Link](https://x.com/netcreat/status/2023147316203663558) 2026-02-15T21:28Z [---] followers, [---] engagements "12 [--] Beam search . Why Beam Width = [--] and [--] CPUs Beam-32 is the smallest setting that guarantees 99.9% decoding latency [--] ms which is the hard physical deadline of ion-trap & neutral-atom systems. Beam-64 is more accurate but its worst-case tail can exceed [--] ms operationally unsafe. At Why Beam Width = [--] and [--] CPUs Beam-32 is the smallest setting that guarantees 99.9% decoding latency [--] ms which is the hard physical deadline of ion-trap & neutral-atom systems. Beam-64 is more accurate but its worst-case tail can exceed [--] ms operationally unsafe. At" [X Link](https://x.com/netcreat/status/2023195238228271344) 2026-02-16T00:38Z [---] followers, [---] engagements "Beam search qpu . In this paper the simulation conditions were deliberately set to be highly conservative and stringent. [--]. Each QPU was connected to exactly two other QPUs forming a strict ring topology. [--]. Between neighboring QPUs only a single Bell pair could be generated at any given time. https://t.co/WIb1FVPP3D In this paper the simulation conditions were deliberately set to be highly conservative and stringent. [--]. Each QPU was connected to exactly two other QPUs forming a strict ring topology. [--]. Between neighboring QPUs only a single Bell pair could be generated at any given time." [X Link](https://x.com/netcreat/status/2023195869835890960) 2026-02-16T00:40Z [---] followers, [---] engagements ". . . . 99.99% . IBM Google Quantinuum . . IonQ (delivery commitment) . . . . . . . . " [X Link](https://x.com/netcreat/status/2023226398014681459) 2026-02-16T02:42Z [---] followers, [----] engagements "Im not saying anyone is misleading. What Im pointing out is that the distinction between lab demo and production fidelity isnt applied consistently across the industry. Every major hardware vendor reports their best achievable gate performance under controlled conditions first thats how baselines are established. IBM Quantinuum and others have done the same for years. A processor having many qubits does not mean each published fidelity was measured with all of them operating simultaneously; most numbers still come from pair-level or small-subset benchmarks. So singling out one companys result" [X Link](https://x.com/netcreat/status/2023280686258696699) 2026-02-16T06:18Z [---] followers, [---] engagements "If someone asked you what kind of quantum computer could realistically threaten RSA the answer would not simply be more qubits. You would be looking for a system that can operate in a low physical http://x.com/i/article/2023405589263749120 http://x.com/i/article/2023405589263749120" [X Link](https://x.com/netcreat/status/2023407200337813844) 2026-02-16T14:40Z [---] followers, [---] engagements ". . . . " [X Link](https://x.com/netcreat/status/2023579499825356992) 2026-02-17T02:05Z [---] followers, [---] engagements "Last Monday IonQ unexpectedly announced its acquisition of SkyWater Technology triggering days of intense media coverage and speculation. Id like to add one more interpretation to that discussion. http://x.com/i/article/2017496466625900545 http://x.com/i/article/2017496466625900545" [X Link](https://x.com/netcreat/status/2017501357578805357) 2026-01-31T07:33Z [---] followers, 12.4K engagements "Iceberg quantum Pinnacle 👆👆 [--] . . . https://m.blog.naver.com/4-fire/224184599271 https://m.blog.naver.com/4-fire/224184599271" [X Link](https://x.com/anyuser/status/2022906970509054349) 2026-02-15T05:33Z [---] followers, [----] engagements "This bird is the [----] point on IBMs Innovation Quantum Roadmap. https://t.co/0Sh9yNXAv5 https://t.co/0Sh9yNXAv5" [X Link](https://x.com/netcreat/status/2023230358901457202) 2026-02-16T02:58Z [---] followers, [---] engagements ". 50" [X Link](https://x.com/netcreat/status/2023363562207691163) 2026-02-16T11:47Z [---] followers, [---] engagements "tbps Skyloom LEO-GEO-GROUND LEO . LEO MEO GEO latency . OCT tbps . " [X Link](https://x.com/netcreat/status/2023639400861843661) 2026-02-17T06:03Z [---] followers, [---] engagements "Bitcoin & Quantum Computers When will it be hacked How many logical qubits are required ( ) https://m.blog.naver.com/4-fire/224032635320 https://m.blog.naver.com/4-fire/224032635320" [X Link](https://x.com/netcreat/status/1974773820944011754) 2025-10-05T09:49Z [---] followers, [--] engagements "$MSFT #HCF will be a game changer in fiber-optic networking especially in quantum networking. https://azure.microsoft.com/en-us/blog/how-hollow-core-fiber-is-accelerating-ai/ https://azure.microsoft.com/en-us/blog/how-hollow-core-fiber-is-accelerating-ai/" [X Link](https://x.com/netcreat/status/1977923402628583780) 2025-10-14T02:24Z [---] followers, [---] engagements "$IONQ 2Q Invester Update showed us invaluable hints. I'd go through updates slide by slide next time" [X Link](https://x.com/netcreat/status/1978060343424225672) 2025-10-14T11:28Z [---] followers, [----] engagements "MDI-QKD : best technical approach but high payload 1-way Trusted node : fast approach but lower secure Hybrid : best commercial approach. #CapellaSpace #QKD #satellite #Constellation" [X Link](https://x.com/netcreat/status/1955269267886125358) 2025-08-12T14:04Z [---] followers, [----] engagements "$QM #OPX #FBS Frequency Binary Search (FBS) algorithm that uses FPGA-based real-time calibration to significantly reduce qubit noise and improve quantum device performance. 🧠⚡ https://m.blog.naver.com/4-fire/223991627840 https://m.blog.naver.com/4-fire/223991627840" [X Link](https://x.com/netcreat/status/1962529544759546096) 2025-09-01T14:54Z [---] followers, [--] engagements "$Microsoft #Azure_Quantum Microsofts QPU Majorana [--] has only reached stage [--] of [--] after [--] years. Reaching stage [--] could take another [--] decades Cross fingers. $MSFT has Azure platform + cash = steady progress. Microsoft https://m.blog.naver.com/4-fire/223993630594 https://m.blog.naver.com/4-fire/223993630594" [X Link](https://x.com/netcreat/status/1963132820521443828) 2025-09-03T06:51Z [---] followers, [--] engagements "$QB #ORNL News of the introduction of a truly portable rack-mountable unit-sized quantum computer that operates at room temperature. https://m.blog.naver.com/4-fire/223994326689 https://m.blog.naver.com/4-fire/223994326689" [X Link](https://x.com/netcreat/status/1963253978797674749) 2025-09-03T14:53Z [---] followers, [--] engagements "$Infleqtion go public #INFQ https://m.blog.naver.com/4-fire/224000469317 https://m.blog.naver.com/4-fire/224000469317" [X Link](https://x.com/netcreat/status/1965061251912110114) 2025-09-08T14:34Z [---] followers, [--] engagements "$QuEra Expands $230M Financing Round with NVentures https://www.quera.com/press-releases/quera-expands-230-million-financing-round-advancing-quantum-accelerated-supercomputing https://www.quera.com/press-releases/quera-expands-230-million-financing-round-advancing-quantum-accelerated-supercomputing" [X Link](https://x.com/netcreat/status/1965431001431347390) 2025-09-09T15:04Z [---] followers, [--] engagements "#AFRL has been focusing on the Quantum networking. That's why they procured two FORTEs from $IONQ. They achieved remote Entanglement. What's NEXT Heterogenous(still incubating- contract with $rigetti and $QphoX) QNET and the multi node networking. [--] more $IONQ QC $$$150M 🙏" [X Link](https://x.com/netcreat/status/1969024014073975073) 2025-09-19T13:01Z [---] followers, [---] engagements "$IONQ $OI The fact that the two companies had already been sharing a significant amount of work beforehand shows that the synergies from M&A may emerge sooner than expected. https://blog.naver.com/4-fire/224038697161 https://blog.naver.com/4-fire/224038697161" [X Link](https://x.com/netcreat/status/1977309309794148416) 2025-10-12T09:44Z [---] followers, [----] engagements "$CSCO Cisco Quantum Lab delivered the Packaged Entanglement Chips with QPL in May [----]. Q-Switch Q-Router Q Routing Protocol QKD QRNG Q-Sensing and Q-DC. Does a legacy Network dinosaur want to be called a super rookie in Q-Ecosystem https://blog.naver.com/4-fire/224045785083 https://blog.naver.com/4-fire/224045785083" [X Link](https://x.com/netcreat/status/1979541408215449783) 2025-10-18T13:33Z [---] followers, [---] engagements "$CSCO Cisco QRNG(Vacuum nosie based) Entropy rate likely 80Gbps based on 100Gbps data rate.(not released yet though) $IDQuantique $IONQ QRNG(Photon number based) module 58Mbps / QRNG Chips 4.9Mpbs https://blog.naver.com/4-fire/224046347310 https://blog.naver.com/4-fire/224046347310" [X Link](https://x.com/netcreat/status/1979930100385616017) 2025-10-19T15:18Z [---] followers, [---] engagements "$IONQ - . (Photonic interconnects the war for qubit fidelity Prevent errors rather than correct them.) https://blog.naver.com/4-fire/224048615447 https://blog.naver.com/4-fire/224048615447" [X Link](https://x.com/netcreat/status/1980499758537150900) 2025-10-21T05:01Z [---] followers, [---] engagements "$IONQ Q3 CAGR 168% wow" [X Link](https://x.com/netcreat/status/1986191259812438040) 2025-11-05T21:57Z [---] followers, [----] engagements "$IONQ Q3 222%" [X Link](https://x.com/netcreat/status/1986191597990780985) 2025-11-05T21:59Z [---] followers, [---] engagements "$IONQ Q3 256Q is selling" [X Link](https://x.com/netcreat/status/1986198449507999842) 2025-11-05T22:26Z [---] followers, [---] engagements "$IONQ Q3 I'm looking forward to QOS" [X Link](https://x.com/netcreat/status/1986198578344452400) 2025-11-05T22:26Z [---] followers, [---] engagements "$IONQ Q3 Potential pipelines with DESY GE Research ThompsonCAT" [X Link](https://x.com/netcreat/status/1986199775969210377) 2025-11-05T22:31Z [---] followers, [---] engagements "https://blog.naver.com/4-fire/224068518366 https://blog.naver.com/4-fire/224068518366" [X Link](https://x.com/netcreat/status/1986802694850584716) 2025-11-07T14:27Z [---] followers, [--] engagements "You know whats really wild Delfosse and his team had already laid the groundwork for integrating this with OI EQC architecture. They included the flat cyclic-shift in the paper appendix back in August after the acquisition announcement in June which means the Delfosse team likely had been preparing the architectural integration long before the acquisition became public" [X Link](https://x.com/netcreat/status/1989434778379325441) 2025-11-14T20:46Z [---] followers, [---] engagements "This makes $IonQ the first company in the world to own a quantum computer that: 1.Delivers the highest fidelity 2.Provides the most efficient error correction in case errors do occur and 3.Maintains both advantages even as the system scales. Its a level of capability that no other quantum system in the world can match. https://t.co/H5xlCuQlJY Cyclic Hypergraph Product Code(Cyclic HGP) . HGP qLDPC( surface code .) Cyclic HGP https://t.co/H5xlCuQlJY Cyclic Hypergraph Product Code(Cyclic HGP) . HGP qLDPC( surface code .) Cyclic HGP" [X Link](https://x.com/netcreat/status/1989436537038409936) 2025-11-14T20:53Z [---] followers, [----] engagements "This work is a joint result of NVIDIA and U.S. Department of Energy national laboratories including ORNL PNNL Berkeley National Lab and Sandia National Lab. The paper represents NVIDIAs technical proposal but it is also a structure that has been endorsed and co-signed by DOE researchers and industry partners which means it is effectively a draft blueprint for the national strategy that the DOE intends to implement. From the DOEs perspective engaging in an unnecessary battle for control would be meaningless. The real issue is not whether HPC or QPU takes the leadtrue power is only unlocked" [X Link](https://x.com/netcreat/status/1989510430205907050) 2025-11-15T01:47Z [---] followers, [---] engagements "Advanced E-7 Integrators and Suppliers RFI #USAF (AFLCMC/WI) [--] E-7 Wedgetail RFI . (AEW&C: Airborne Early Warning & Control aircraft). Air-based AMTI ( ) Space-based AMTI . #MESA advanced #IR sensor #ESM replacement #EWSP replacement #TTNT #Link_16 #HPA #JWICS connectivity #CID next-generation #TDL advanced missile data link capabilities and other next-generation #AMTI #BMC2 Alternative #PNT and/or communications technologies. https://blog.naver.com/4-fire/224081403413 https://blog.naver.com/4-fire/224081403413 https://blog.naver.com/4-fire/224081403413" [X Link](https://x.com/netcreat/status/1991089036669112572) 2025-11-19T10:19Z [---] followers, [---] engagements "99.9995% is around the circle that I pointed yesterday. $IONQ doesn't exaggerate unlike others do. https://ionq.com/blog/demystifying-logical-qubits-and-fault-tolerance https://ionq.com/blog/demystifying-logical-qubits-and-fault-tolerance" [X Link](https://x.com/netcreat/status/1992429082219532303) 2025-11-23T03:04Z [---] followers, [---] engagements "Hi Nick I hope you are doing well. I write a Korean blog focused on quantum technology and space technology market insights and research analysis. I recently read your posts on Twitter about Bitcoin and Quantum and I found your perspective extremely insightful and valuable. I would like to kindly ask for your permission to reference and quote parts of your post in a Korean analytical article on my blog with full credit and a link back to your original tweet. My goal is to help more Korean readers understand this topic by sharing your excellent insights (not for commercial purposes). Here is" [X Link](https://x.com/netcreat/status/1993841214819594529) 2025-11-27T00:36Z [---] followers, [---] engagements "@nic_carter @CHB1284 I really appreciate your prompt reply with permission. Ill share the link with you once its published if youre interested. Thanks again for your great insights" [X Link](https://x.com/netcreat/status/1993851005616918976) 2025-11-27T01:14Z [---] followers, [--] engagements "Over the past few days Ive been writing a series of posts under the theme Is #AI in a Bubble and today after hearing that $NVIDIA s paper was published in #Nature I sat down to read it carefully. The content honestly shocked me. This paper is actually a draft that first appeared [--] months ago back in November last year. It means that as many of us already suspected NVIDIA had long sensed the fundamental limitations of AI and had already been preparing for deep collaboration with quantum computing. And yet earlier this year at #GTC Jensen Huang CEO publicly stated that quantum computers are" [X Link](https://x.com/netcreat/status/1996464979088757093) 2025-12-04T06:21Z [---] followers, [---] engagements "Adieu D-Wave. Optimization problems are no longer the exclusive domain of quantum annealing. With Q-CTRL Fire Opals QAOA Solver even deep circuits can now run reliably on gate-based quantum machine. Initial parameters are generated automatically optimizers are automatically selected and tuned and a full-stack error-suppression pipeline is applied without any user intervention. In fact the user needs to do just one thing enter a single line: fireopal.solve_qaoa(graph cost_function backend) IonQ has already benchmarked Fire Opal through Amazon Braket achieved highly encouraging results and has" [X Link](https://x.com/netcreat/status/1999028410811842642) 2025-12-11T08:08Z [---] followers, [----] engagements "The lifespan of a distributed quantum computing architecture depends on three key factors. First how far and how fast the performance of individual QPUs improves. The primary motivation for distributed architectures today is that the computational overhead required for quantum error correction (QEC) far exceeds the capability of a single QPU. If QPU performance and stability improve sufficiently the reliance on relatively slow remote entanglement may gradually diminish. Second regardless of hardware progress advances in QEC algorithms remain essential. Qubit errors are a fundamental challenge" [X Link](https://x.com/netcreat/status/1999698000239837666) 2025-12-13T04:28Z [---] followers, [---] engagements "Eleven years ago on December [--] [----] there was a horrific hostage-taking terror attack at the Lindt chocolate caf in Sydney. The incident carried out by an Iranian-born Islamist extremist shocked the nation and tragically hostages lost their lives. What remains especially heartbreaking is that the brave caf manager who tried to wrestle the gun from the hostage-taker to save others was killed by a police stray bullet during the operation. Now eleven years later today we are confronted with another act of gun violence at Bondi Beach reportedly involving perpetrators of Iraqi origin. Once again" [X Link](https://x.com/netcreat/status/2000197261347938792) 2025-12-14T13:32Z [---] followers, [---] engagements ". Why the Golden Dome Is Necessary The Earth is round (apologies to those who believe it is flat) which means that detecting and intercepting low-altitude hypersonic vehicles flying beyond the horizon from ground-based systems happens far too late. It is like trying to detect a thief only after they have already climbed over the fence rather than installing CCTV on the fence itself to spot them much earlier" [X Link](https://x.com/netcreat/status/2002952664133579006) 2025-12-22T04:01Z [---] followers, [---] engagements "#NVIDIAs non-exclusive licensing agreement with #Groqeffectively an acquisition in all but namesends a very clear signal. GPUs alone are not sufficient for real-time processing and NVIDIA is making a deliberate move into domains where deterministic ultra-low-latency execution is not optional but essential. This decision reflects NVIDIAs strong intent to compete inand ultimately dominateareas that demand real-time responsiveness. In that sense Groqs technology represents the missing piece NVIDIA needs to close the loop. Viewed through this lens the Groq partnership becomes the final puzzle" [X Link](https://x.com/netcreat/status/2004345947061707217) 2025-12-26T00:18Z [---] followers, [---] engagements "Conditions for #IonQ to Dominate the Market First within the quantum computing (QC) market IonQ must not ease its focus on QPU fidelity and scalability. Based on extensive market research to date IonQ has performed well but competitors based on neutral-atom and superconducting approaches are sharpening their counterattacks. If one were to score the field it resembles a tight race at [--] [--] and [--] points. Failure to achieve clear success at the PI stage could cost IonQ its leadership position. Moreover EQC remains largely at the laboratory level; without timely progress competitors could surge" [X Link](https://x.com/netcreat/status/2004544896695501287) 2025-12-26T13:28Z [---] followers, [----] engagements "#NVIDIAs strategy is not a simple case of business expansion; it represents a fundamental redefinition of the companys role within the industry. NVIDIA is evolving from an architect of AI brains into the central nervous system that connects AI to the physical worldpositioning itself as a master builder of an industrial-grade operating system. This shift raises a profound question. Imagine a future in which every critical physical industryranging from autonomous vehicles and robotics to national defenseoperates atop a vertically integrated architecture designed by a single company. The" [X Link](https://x.com/netcreat/status/2004552725158326688) 2025-12-26T13:59Z [---] followers, [---] engagements "Although #SEEQC and #QuantWare operate under different business models their strategic objectives are fundamentally aligned. Both aim to remove the systemic bottlenecks that have historically constrained the scalability of superconducting quantum computers. As a result existing superconducting-based quantum computing companiesparticularly those that lack the resources to develop advanced control packaging or I/O technologies in-housewill face a clear inflection point. To remain competitive in the next phase of the market they will need to transcend their current limitations through one or" [X Link](https://x.com/netcreat/status/2004783214129471675) 2025-12-27T05:15Z [---] followers, [---] engagements "The core problem arising from continued reliance on the von Neumann architecture is now clear. A computer structure originally designed for an era in which computational capability was severely limited has become a source of bottlenecks in the AI era where computation is abundant but memory access and data movement are not. In the past maximizing performance meant keeping scarce compute units constantly busy and expanding memory I/O was a rational and effective optimization. Today however computation has become relatively cheap while the continuous movement of data required to feed that" [X Link](https://x.com/netcreat/status/2005628574230090000) 2025-12-29T13:14Z [---] followers, [---] engagements "(6) - all-to-all [--]. Neutral-atom quantum computers maintain local layouts most of the time but rearrange selected atom pairs to be neighbors at the start of each shot. [--]. Gates are fast and high-fidelity only between neighboring atoms; direct long-range gates are not feasible. [--]. Thus neutral atoms offer structurally strong on-demand all-to-all connectivity while actual gate operations remain local. [--]. This rearrangeability significantly mitigates the connectivity limitations of surface codes enabling practical error correction without qLDPC in the short to medium term. [--]. However the" [X Link](https://x.com/netcreat/status/2006998229133701518) 2026-01-02T07:57Z [---] followers, [---] engagements "(10) - At present Infleqtion (via the CCCX SPAC listing) is effectively the only neutral-atom quantum computing company accessible to individual investors. Both QuEra and Atom Computing remain private yet their elevation to Stage B of DARPAs QBI program signals a high level of technical validation and strategic importance at the national level. Together with Pasqal all four leading neutral-atom players have also been designated as NVIDIA NVQLink partners underscoring that this architecture is increasingly viewed as a core component of NVIDIAs long-term vision for GPU-accelerated hybrid" [X Link](https://x.com/netcreat/status/2007289411227254960) 2026-01-03T03:14Z [---] followers, [---] engagements "AI and quantum computing are still in their infancy. But once these two technologies converge into what can be called the Second Mother Machine a new mode of production will open across every major domain of civilization semiconductors materials life sciences energy cities and even climate systems. From that moment on the bottleneck of production will no longer be factories labor or supply chains but calculation design and simulation. If the Industrial Revolution expanded our material civilization through machines the era to come will expand our physical civilization through simulation. And" [X Link](https://x.com/netcreat/status/2009478205347115055) 2026-01-09T04:11Z [---] followers, [---] engagements "HBM5 NMC https://m.blog.naver.com/4-fire/224144029284 https://m.blog.naver.com/4-fire/224144029284" [X Link](https://x.com/netcreat/status/2010674695671328882) 2026-01-12T11:26Z [---] followers, [--] engagements "In January [----] a team at Duke (led by Prof. Jungsang Kim) and another at Sungkyunkwan University (led by Prof. Joon-Ki Kim) successfully developed a compact AOD module for trapped-ion quantum computers. This basically means we can finally get rid of the big heavy AOD assemblies and move toward a smaller scalable unit instead. Thats a major step toward turning one of the core optical components of trapped-ion QPUs into something that can actually be productized and manufactured at scale. Now you might ask: But Oxford Ionics uses a microwave approach so why does this matter Sure microwave" [X Link](https://x.com/netcreat/status/2012527745331556532) 2026-01-17T14:09Z [---] followers, [----] engagements "Today I took a step back and reflected on just how far generative AI has come. When ChatGPT first arrived it couldnt update itself and we constantly saw lines like My knowledge only goes up to [----] remember that Fresh news recent papers industry changes completely out of reach. And to make matters worse it would often ignore the question from just an hour ago and reply with something totally off the mark. It was useful but also incredibly frustrating. But look at where we are now. Models can surface up-to-date information adapt to individual question patterns remember context and respond in a" [X Link](https://x.com/netcreat/status/2012764808186409265) 2026-01-18T05:51Z [---] followers, [---] engagements "More good news Based on the agreement below the outcomes of this study will belong to $IonQ. In July [----] IonQ entered into an option agreement with Duke University which was subsequently amended in December [----] (as amended the Duke Option Agreement) under which it obtained the right to add Duke Universitys interests in certain patents or other intellectual property to the License Agreement including if they were developed by Jungsang Kim Christopher Monroe or Kenneth Brown a professor at Duke University or by individuals under their respective supervision and such patents or intellectual" [X Link](https://x.com/netcreat/status/2012813342352834612) 2026-01-18T09:04Z [---] followers, [----] engagements "REDWIRE (3) - In-Space Manufacturing #Redwire $RDW In-space manufacturing sits within a 5-layer stack (Environment Feedstock Shaping Assembly System Utility) that is much more constrained than terrestrial manufacturing. Microgravity + vacuum + radiation + thermal constraints + launch economics make space manufacturing inherently difficult and create structural moats. Redwire operates three product lines: #AMF (ISS) #FabLab (multi-material) #Mason (Lunar/Mars regolith) along a clear LEO Cislunar Surface roadmap. Redwires key differentiators are: microgravity-native processes multi-material" [X Link](https://x.com/netcreat/status/2013980102527443331) 2026-01-21T14:20Z [---] followers, [----] engagements "#REDWIRE (7) - Digital Engineering / Modeling & Simulation $RDW Redwires Digital Engineering / Modeling & Simulation business focuses on designing testing and operating space systems digitally before physical deployment. The core foundations are MOSA (Modular Open System Architecture) and end-to-end lifecycle simulation. Through the #Oakman Aerospace acquisition Redwire gained deep expertise in MBSE MOSA and digital thread methodologies. #ACORN enables rapid architecture design and trade-off analysis across cost performance and risk. #HALOE extends this into an operational-grade digital twin" [X Link](https://x.com/netcreat/status/2014916779819335874) 2026-01-24T04:22Z [---] followers, [---] engagements "REDWIRE (8) - Launch Accommodations Redwire ( $RDW ) is a diversified space infrastructure company built through targeted acquisitions across power payloads structures and digital engineering. Its Launch Accommodations business covers payload adapters separation systems upper-stage structures thermal components and ground support equipment. Through the #LoadPath acquisition Redwire gained deep heritage in multi-payload adapters deployable structures and structural/thermal analysis. Payload adapters connect satellites to launch vehicles and enable single or rideshare missions across multiple" [X Link](https://x.com/netcreat/status/2014922920397815998) 2026-01-24T04:47Z [---] followers, [---] engagements "REDWIRE (9) - UAS & Defense ISR Its UAS & Defense Tech segment comes from the Edge Autonomy acquisition adding aircraft payloads power and autonomy as an integrated ISR system stack. Core Edge Autonomy pillars are: UAS platforms EO/IR (and multi-spectral) optics payloads energy systems (incl. fuel-cell options) and autonomy/mission software. Key platforms include Penguin C MK2 (long-range ISR) Penguin C VTOL (runway-independent ISR) Stalker Block [--] (tactical ISR) and Stalker Block [--] (extended/SOF ISR). The strategic frame is ISR as Collect Transport Exploit where UAS excels at Collect (and" [X Link](https://x.com/netcreat/status/2015041961850556812) 2026-01-24T12:40Z [---] followers, [---] engagements "correction : several months to a month - [--] months to [--] months" [X Link](https://x.com/netcreat/status/2015790241760891006) 2026-01-26T14:13Z [---] followers, [---] engagements "$KEYS [--] Agilent Keysight Technologies. Agilent . $NVDA NVQLink 6G Nvidia $NOK 6G . Keysight Technologies Nvidia https://m.blog.naver.com/4-fire/224063543976 https://twitter.com/i/web/status/1985328780785967331 https://m.blog.naver.com/4-fire/224063543976 https://twitter.com/i/web/status/1985328780785967331" [X Link](https://x.com/netcreat/status/1985328780785967331) 2025-11-03T12:50Z [---] followers, [---] engagements "📌 Astera Labs $ALAB CXL + PCIe Retimer + Smart Cable + Memory Expansion Pure-Play CXL 2.0/3.0 adoption accelerates into a [--------] datacenter standard GPU external memory pooling NVMe pooling and JBOG markets open up PCIe [---] / CXL [---] shift to PAM4 triggers severe SI challenges Retimers become mandatory Smart Cable Modules enable rack-to-rack GPU expansion Hyperscalers entering early adoption phase Limited competition deeply niche with high technical and ecosystem entry barriers A pure leverage play on memory/interconnect bottlenecks https://blog.naver.com/4-fire/224153471864" [X Link](https://x.com/netcreat/status/2013716810731004318) 2026-01-20T20:54Z [---] followers, [---] engagements "$IonQ New patent about "QUANTUM ENTANGLEMENT BUFFERS" by Dr. Bhaskar and Dr. Levonian who are Co-Founder of LightsynQ. This pre-generation and on-demand allocation model makes entanglement management conceptually similar to financial asset management. Great work IonQ Team. it's the one step forward to PI and Quantum Internet. Way to go. https://blog.naver.com/4-fire/224156346585 https://blog.naver.com/4-fire/224156346585 https://blog.naver.com/4-fire/224156346585 https://blog.naver.com/4-fire/224156346585" [X Link](https://x.com/netcreat/status/2014327152448254350) 2026-01-22T13:19Z [---] followers, [----] engagements "Astera Labs $ALAB SerDes RT. https://t.co/yhjDoodKpm https://t.co/yhjDoodKpm" [X Link](https://x.com/netcreat/status/2015620393177121124) 2026-01-26T02:58Z [---] followers, [---] engagements "$IonQ buys $SKYT. Let's see pros and cons. https://blog.naver.com/4-fire/224160587401 https://blog.naver.com/4-fire/224160587401" [X Link](https://x.com/netcreat/status/2015751748053610506) 2026-01-26T11:40Z [---] followers, [---] engagements "The acquisition of #SkyWater meaningfully accelerates #IonQs roadmap toward fault-tolerant quantum computing by removing one of the most significant bottlenecks in quantum hardware development: manufacturing iteration speed. With embedded access to a Trusted U.S. foundry IonQ becomes the only vertically integrated full-stack quantum platform company with direct control over secure domestic semiconductor manufacturing. By reducing wafer iteration cycles and enabling parallel wafer prototyping $IonQ expects to significantly shorten designtestrefine loops (within a month) that traditionally take" [X Link](https://x.com/netcreat/status/2015762665449140474) 2026-01-26T12:24Z [---] followers, [----] engagements "#EeroQ demonstrated a quantum control chip that transports electrons on superfluid helium over long distances with high fidelity using a minimal number of control wires. The demonstration carried out on the Wonder Lake chip fabricated by SkyWater Technology ( $SKYT ) addresses a major scalability bottleneck in quantum hardware design. https://thequantuminsider.com/2026/01/16/eeroq-scalable-quantum-control-chip/ https://thequantuminsider.com/2026/01/16/eeroq-scalable-quantum-control-chip/ https://thequantuminsider.com/2026/01/16/eeroq-scalable-quantum-control-chip/" [X Link](https://x.com/netcreat/status/2015775062037836007) 2026-01-26T13:13Z [---] followers, [---] engagements "Correction - Heights Capital Management Inc. -Adding $1.98B + 16.5M Common Stock as of Oct [--] [----]. Cash and Investments will be $2.7B (simplifying without Interest) 1.48+1.980.772.7B Stock Dilution 1) Heights Capitcal 16.5/(330.9+16.5) = 4.75% 2) Aquiring SkyWater Tech 22.9/(347.4+22.9)=6.18% Total Dilution 1) + 2) = 10.64% $IonQ Cash and Stock Dilution after aquiring $SKYT Cash and Investments : $1.48B as of Q3 [----] Cash : $346M S-term Inv : $736M L-term Inv : $402M SkyWater Acquisition $1.8 Billion ($35.00 per share) $15.00 cash(43%) / $20.00 stock(57%) $1.8B = $0.77B cash + $1.03B stock" [X Link](https://x.com/netcreat/status/2015992041629745349) 2026-01-27T03:35Z [---] followers, [----] engagements "I analyzed the share count increases from $IonQ ATM programs and M&A activities and the resulting dilution impact. The table also shows the implied pre-dilution price compared to the current share price. Hopefully this helps with your investment decisions. Should you have any question or find anything to be updated Please feel free to mention. #Skyloom details are still blank and #SkyWater_Tech details are estimanted based on the last announcement" [X Link](https://x.com/netcreat/status/2016123822530064597) 2026-01-27T12:19Z [---] followers, [----] engagements "Appreciate the clear explanation. Most long-term shareholders myself included understand the dilution and still choose to hold because we believe in the companys growth trajectory and execution. This report wasnt meant to be negativejust an attempt to quantify dilution and track changes in cash more accurately and to share that perspective. I fully respect your view.👍 https://twitter.com/i/web/status/2017019953824804919 https://twitter.com/i/web/status/2017019953824804919" [X Link](https://x.com/netcreat/status/2017019953824804919) 2026-01-29T23:40Z [---] followers, [---] engagements "Today an 8-K was filed. As part of the acquisitions of #Skyloom_Global and #Seed_Innovations $IonQ issued [-------] shares and [-------] shares respectively. Based on todays closing price this corresponds to approximately $170M and $47M in consideration. From an M&A perspective this results in roughly 1% dilution and on a fully diluted basis only about 0.23% which is very minimal overall. We expect both acquisitions to contribute to IonQs revenue growth at a rate far exceeding this level of dilution. Attached is a simple before-and-after view for easier comparison." [X Link](https://x.com/netcreat/status/2017372909506019370) 2026-01-30T23:02Z [---] followers, [----] engagements "Following the addition of share counts related to the Skyloom and Seed Innovations acquisitions on January [--] [----] information related to the Market Intelligence company(L*$ Group-903195 Shares / $36M) acquired in June [----] has now been incorporated. In the case of Lightsynq although the acquisition agreement allowed for up to [--------] shares only [-------] shares were issued at closing. The remaining shares are structured as future equity-based compensation subject to vesting and therefore are unlikely to appear as separately disclosed share issuances in future SEC filings. For transparency" [X Link](https://x.com/netcreat/status/2017785886994546786) 2026-02-01T02:23Z [---] followers, [----] engagements "In this paper the simulation conditions were deliberately set to be highly conservative and stringent. [--]. Each QPU was connected to exactly two other QPUs forming a strict ring topology. [--]. Between neighboring QPUs only a single Bell pair could be generated at any given time. [--]. The time required to generate a Bell pair was assumed to be several times longer than the local gate execution time. Even under these harsh assumptions the results suggest that relaxing any of these constraints would lead to performance gains far beyond what is demonstrated in the simulations. Specifically if: (1)" [X Link](https://x.com/netcreat/status/2000174860866363392) 2025-12-14T12:03Z [---] followers, [----] engagements "Why Beam Width = [--] and [--] CPUs Beam-32 is the smallest setting that guarantees 99.9% decoding latency [--] ms which is the hard physical deadline of ion-trap & neutral-atom systems. Beam-64 is more accurate but its worst-case tail can exceed [--] ms operationally unsafe. At Beam-32 one CPU core can reliably decode one logical qubit per millisecond. Using time-slicing + pipeline parallelism a single 32-core CPU can handle [---] logical qubits on average. This is how the paper arrives at [--] standard CPU servers for [----] logical qubits. The other beauty is that it is compatible with not only BB code but" [X Link](https://x.com/netcreat/status/1998381801828659508) 2025-12-09T13:18Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@netcreat 4FIRE4FIRE posts on X about $ionq, acquisition, ai, $skyt the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 23% technology brands 13% finance 12% cryptocurrencies 4% countries 2% social networks 1% travel destinations 1% currencies 1%
Social topic influence $ionq #16, acquisition 9%, ai 6%, $skyt 5%, core 5%, $18b 4%, systems 4%, business 4%, $rdw 4%, ibm #83
Top accounts mentioned or mentioned by @photoncap @eikonceo15 @techinnovationz @russel1441065 @desfrontiertech @niccarter @chb1284 @kouzitsuru @munoismuno @cat_states @jeongseung79029 @paullecoque
Top assets mentioned IonQ, Inc. (IONQ) SkyWater Technology, Inc. (SKYT) Redwire Corporation (RDW) IBM (IBM) Bitcoin (BTC) Microsoft Corp. (MSFT) Cisco Systems Inc (CSCO) NVIDIA Corp. (NVDA) Astera Labs, Inc. (ALAB) GlobalFoundries (GFS) Texas Instruments (TXN) Alphabet Inc Class A (GOOGL) O-I Glass, Inc. (OI) NVIDIA (NVIDIA) KEYS (KEYS) Nokia Corporation (NOK)
Top posts by engagements in the last [--] hours
"✅ What is Pinnacleand what did Iceberg Quantum actually do Countless pure scientists and industry researchers have spent years developing great QEC codes and building logical qubits. So what makes http://x.com/i/article/2022976878764851201 http://x.com/i/article/2022976878764851201"
X Link 2026-02-15T11:03Z [---] followers, [----] engagements
". . . X . . "
X Link 2026-02-15T14:23Z [---] followers, [---] engagements
". QEC . Iceberg Oxford Ionics . OI or $IonQ . Iceberg (symbiotic computation) (gateway) (co-evolution) . . QEC RSA . https://t.co/u7BsyMHnHe Iceberg quantum Pinnacle 👆👆 [--] . . . https://t.co/z4rQwDPJC6 https://t.co/u7BsyMHnHe Iceberg quantum Pinnacle 👆👆 [--] . . . https://t.co/z4rQwDPJC6"
X Link 2026-02-15T22:24Z [---] followers, [----] engagements
"$IonQ merges SkyWater Technology for rougly $1.8B. https://www.wsj.com/business/deals/quantum-computing-company-ionq-to-buy-chip-maker-skywater-for-1-8-billion-08916998msockid=2012ac683fa06ae43429ba223ecd6b75 $IonQ $SKYT $1.8B . QPU https://t.co/q633aHn9gV https://www.wsj.com/business/deals/quantum-computing-company-ionq-to-buy-chip-maker-skywater-for-1-8-billion-08916998msockid=2012ac683fa06ae43429ba223ecd6b75 $IonQ $SKYT $1.8B . QPU https://t.co/q633aHn9gV"
X Link 2026-01-26T10:52Z [---] followers, [----] engagements
"DMEA (Defense Microelectronics Activity) Category 1A Trusted Foundry [--]. SkyWater Technology IonQ [--]. GlobalFoundries ( ) - Psiquantum [--]. Texas Instruments ( ) [--]. Microchip (/ ) IonQ SkyWater Tech DARPA / AFRL / IARPA / NSA . : : [--] : [--] ( [---] ) https://twitter.com/i/web/status/2015783710080299054 https://twitter.com/i/web/status/2015783710080299054"
X Link 2026-01-26T13:47Z [---] followers, [----] engagements
"$IonQ Cash and Stock Dilution after aquiring $SKYT Cash and Investments : $1.48B as of Q3 [----] Cash : $346M S-term Inv : $736M L-term Inv : $402M SkyWater Acquisition $1.8 Billion ($35.00 per share) $15.00 cash(43%) / $20.00 stock(57%) $1.8B = $0.77B cash + $1.03B stock Cash and investments after aquisition $1.48B - $0.77B= $0.71B However considering long-term investment Actual cash and investments will be $0.8B $1.0B Stock Dilution Assuming current stock price $45 for the easy calc $1.03B / $45 = 22.9M shares Total shares as of Q3 [----] = 325.3M Dilution will be 6.6% What IonQ is really"
X Link 2026-01-27T02:19Z [---] followers, [----] engagements
". [--] . [----] [--] [--] $IonQ . 👆👆👆👆 https://blog.naver.com/4-fire/224087986368 https://blog.naver.com/4-fire/224087986368"
X Link 2026-02-06T21:29Z [---] followers, [----] engagements
"$IonQ . . . . . [--] . [--] [----] [--] $1.98B [--] . cash burn . backlog . . QKD . https://twitter.com/i/web/status/2020679791100494112 https://twitter.com/i/web/status/2020679791100494112"
X Link 2026-02-09T02:02Z [---] followers, [----] engagements
"@PhotonCap Quantum computing and networking hardware $39.7M Platform consulting and support services $28.4M. Total Revenue $68.1M"
X Link 2026-02-09T13:17Z [---] followers, [---] engagements
"$IonQ 👆👆 . IonQ . . Eng version will be uploaded in hours If you are looking forward to Eng version. SEC . . . https://blog.naver.com/4-fire/224178491400 https://blog.naver.com/4-fire/224178491400"
X Link 2026-02-10T02:42Z [---] followers, [---] engagements
"$IonQ 👆👆 . IonQ . . Eng version will be uploaded in hours If you are looking forward to Eng version. SEC . . . https://blog.naver.com/4-fire/224178491400 https://blog.naver.com/4-fire/224178491400"
X Link 2026-02-10T03:17Z [---] followers, [----] engagements
"2 Nature Science . USTC( University of Science and Technology of China ) Pan Jianwei . [----] QKD . . 👆 https://www.nature.com/articles/s41586-026-10177-4 https://blog.naver.com/4-fire/224179318146 https://www.nature.com/articles/s41586-026-10177-4 https://blog.naver.com/4-fire/224179318146"
X Link 2026-02-10T14:20Z [---] followers, [----] engagements
".👆👆 USTC QKD . . . . . . Nature 20km . . " ." " ." . . https://www.nature.com/articles/s41377-025-02173-6 https://blog.naver.com/4-fire/224179946403 https://t.co/I8p5yJ9geI [--] Nature Science . USTC( University of Science and Technology of China ) Pan Jianwei . [----] https://www.nature.com/articles/s41377-025-02173-6 https://blog.naver.com/4-fire/224179946403 https://t.co/I8p5yJ9geI [--] Nature Science . USTC( University of Science and Technology of China ) Pan Jianwei . 2022"
X Link 2026-02-11T04:10Z [---] followers, [---] engagements
"I appreciate @DesFrontierTech highlighting how important it is. If I may add one more point of emphasis. Many people probably already understand this but its worth repeating. $IonQ did not acquire #SkyWater simply to manufacture wafer-based QPUs. In fact QPUs may represent the smaller portion of the long-term volume. Having direct access to a foundry is absolutely critical when it comes to accelerating QPU tape-outs and shortening development cycles. But once we start thinking about manufacturing scale the conversation becomes very different. Consider the demand profile. Vector Atomics atomic"
X Link 2026-02-12T02:41Z [---] followers, [----] engagements
". fidelity . [--] . . IBM Quantinuum IonQ best-pair isolated . baseline . heating crosstalk . . lab fidelity . baseline . . . https://twitter.com/i/web/status/2023274422610940112 https://twitter.com/i/web/status/2023274422610940112"
X Link 2026-02-16T05:53Z [---] followers, [--] engagements
"$IonQ [----] Financial Outlook For the full year [----] IonQ is raising its revenue expectations to between $106 million and $110 million. For the full year [----] IonQ is reaffirming its Adjusted EBITDA loss midpoint guidance with a range of between ($206) million and ($216) million.* As of Q3 Revenue came in at $68 million an increase of $40 million from the prior quarter (0.34% QoQ). Adjusted EBITDA posted a loss of $119 million a deterioration of $92 million compared with last quarter (88.10% QoQ). Revenue is expected to remain roughly flat QoQ while the loss is projected to nearly double. If"
X Link 2026-02-14T00:56Z [---] followers, [----] engagements
". $100M IonQ . $IonQ [----] Financial Outlook For the full year [----] IonQ is raising its revenue expectations to between $106 million and $110 million. For the full year [----] IonQ is reaffirming its Adjusted EBITDA loss midpoint guidance with a range of between ($206) million and ($216) https://t.co/SStct33Au7 $IonQ [----] Financial Outlook For the full year [----] IonQ is raising its revenue expectations to between $106 million and $110 million. For the full year [----] IonQ is reaffirming its Adjusted EBITDA loss midpoint guidance with a range of between ($206) million and"
X Link 2026-02-14T01:04Z [---] followers, [----] engagements
". Iceberg Pinnacle $IonQ . [---] 25Q4 13F [--] [--] . . [---] [--] [---] UP/DOWN . [--] [--] Q4 [---] 42.93% . Q3 IonQ [--] 28M IonQ 189M 50.56% . 30% [---] [---] . . . https://twitter.com/i/web/status/2022806173972594690 https://twitter.com/i/web/status/2022806173972594690"
X Link 2026-02-14T22:52Z [---] followers, [----] engagements
"@eikonceo15 . [--] $IonQ (Principal Researcher) Nicolas Delfosse arxiv . . . Beam search decoder for quantum LDPC codes QPU - IonQ Pinnacle code cycle time tc reaction time tr( ) tr=10tc . + / . Beam Search Pinnacle ( tc tr p) trtail latency . Pinnacle /( ) ( ). QPU -QPU ( Bell pair ) . QC (12/11) Pinnacle FTQC /-QPU . Cyclic Shift Flat cyclic layout . [--] Iceberg Pinnacle . . https://blog.naver.com/4-fire/224038697161 https://blog.naver.com/4-fire/224107783700 https://blog.naver.com/4-fire/224104049196 @eikonceo15 . ."
X Link 2026-02-16T00:17Z [---] followers, [---] engagements
"👆 https://blog.naver.com/4-fire/224166581404 https://t.co/iDqFeeC0DI https://blog.naver.com/4-fire/224166581404 https://t.co/iDqFeeC0DI"
X Link 2026-01-31T07:41Z [---] followers, [----] engagements
"Pinnacle . 1) RSA RSA( ) http://x.com/i/article/2022946754078060544 http://x.com/i/article/2022946754078060544"
X Link 2026-02-15T08:24Z [---] followers, [---] engagements
". . . . . . . . "
X Link 2026-02-15T21:28Z [---] followers, [---] engagements
"12 [--] Beam search . Why Beam Width = [--] and [--] CPUs Beam-32 is the smallest setting that guarantees 99.9% decoding latency [--] ms which is the hard physical deadline of ion-trap & neutral-atom systems. Beam-64 is more accurate but its worst-case tail can exceed [--] ms operationally unsafe. At Why Beam Width = [--] and [--] CPUs Beam-32 is the smallest setting that guarantees 99.9% decoding latency [--] ms which is the hard physical deadline of ion-trap & neutral-atom systems. Beam-64 is more accurate but its worst-case tail can exceed [--] ms operationally unsafe. At"
X Link 2026-02-16T00:38Z [---] followers, [---] engagements
"Beam search qpu . In this paper the simulation conditions were deliberately set to be highly conservative and stringent. [--]. Each QPU was connected to exactly two other QPUs forming a strict ring topology. [--]. Between neighboring QPUs only a single Bell pair could be generated at any given time. https://t.co/WIb1FVPP3D In this paper the simulation conditions were deliberately set to be highly conservative and stringent. [--]. Each QPU was connected to exactly two other QPUs forming a strict ring topology. [--]. Between neighboring QPUs only a single Bell pair could be generated at any given time."
X Link 2026-02-16T00:40Z [---] followers, [---] engagements
". . . . 99.99% . IBM Google Quantinuum . . IonQ (delivery commitment) . . . . . . . . "
X Link 2026-02-16T02:42Z [---] followers, [----] engagements
"Im not saying anyone is misleading. What Im pointing out is that the distinction between lab demo and production fidelity isnt applied consistently across the industry. Every major hardware vendor reports their best achievable gate performance under controlled conditions first thats how baselines are established. IBM Quantinuum and others have done the same for years. A processor having many qubits does not mean each published fidelity was measured with all of them operating simultaneously; most numbers still come from pair-level or small-subset benchmarks. So singling out one companys result"
X Link 2026-02-16T06:18Z [---] followers, [---] engagements
"If someone asked you what kind of quantum computer could realistically threaten RSA the answer would not simply be more qubits. You would be looking for a system that can operate in a low physical http://x.com/i/article/2023405589263749120 http://x.com/i/article/2023405589263749120"
X Link 2026-02-16T14:40Z [---] followers, [---] engagements
". . . . "
X Link 2026-02-17T02:05Z [---] followers, [---] engagements
"Last Monday IonQ unexpectedly announced its acquisition of SkyWater Technology triggering days of intense media coverage and speculation. Id like to add one more interpretation to that discussion. http://x.com/i/article/2017496466625900545 http://x.com/i/article/2017496466625900545"
X Link 2026-01-31T07:33Z [---] followers, 12.4K engagements
"Iceberg quantum Pinnacle 👆👆 [--] . . . https://m.blog.naver.com/4-fire/224184599271 https://m.blog.naver.com/4-fire/224184599271"
X Link 2026-02-15T05:33Z [---] followers, [----] engagements
"This bird is the [----] point on IBMs Innovation Quantum Roadmap. https://t.co/0Sh9yNXAv5 https://t.co/0Sh9yNXAv5"
X Link 2026-02-16T02:58Z [---] followers, [---] engagements
". 50"
X Link 2026-02-16T11:47Z [---] followers, [---] engagements
"tbps Skyloom LEO-GEO-GROUND LEO . LEO MEO GEO latency . OCT tbps . "
X Link 2026-02-17T06:03Z [---] followers, [---] engagements
"Bitcoin & Quantum Computers When will it be hacked How many logical qubits are required ( ) https://m.blog.naver.com/4-fire/224032635320 https://m.blog.naver.com/4-fire/224032635320"
X Link 2025-10-05T09:49Z [---] followers, [--] engagements
"$MSFT #HCF will be a game changer in fiber-optic networking especially in quantum networking. https://azure.microsoft.com/en-us/blog/how-hollow-core-fiber-is-accelerating-ai/ https://azure.microsoft.com/en-us/blog/how-hollow-core-fiber-is-accelerating-ai/"
X Link 2025-10-14T02:24Z [---] followers, [---] engagements
"$IONQ 2Q Invester Update showed us invaluable hints. I'd go through updates slide by slide next time"
X Link 2025-10-14T11:28Z [---] followers, [----] engagements
"MDI-QKD : best technical approach but high payload 1-way Trusted node : fast approach but lower secure Hybrid : best commercial approach. #CapellaSpace #QKD #satellite #Constellation"
X Link 2025-08-12T14:04Z [---] followers, [----] engagements
"$QM #OPX #FBS Frequency Binary Search (FBS) algorithm that uses FPGA-based real-time calibration to significantly reduce qubit noise and improve quantum device performance. 🧠⚡ https://m.blog.naver.com/4-fire/223991627840 https://m.blog.naver.com/4-fire/223991627840"
X Link 2025-09-01T14:54Z [---] followers, [--] engagements
"$Microsoft #Azure_Quantum Microsofts QPU Majorana [--] has only reached stage [--] of [--] after [--] years. Reaching stage [--] could take another [--] decades Cross fingers. $MSFT has Azure platform + cash = steady progress. Microsoft https://m.blog.naver.com/4-fire/223993630594 https://m.blog.naver.com/4-fire/223993630594"
X Link 2025-09-03T06:51Z [---] followers, [--] engagements
"$QB #ORNL News of the introduction of a truly portable rack-mountable unit-sized quantum computer that operates at room temperature. https://m.blog.naver.com/4-fire/223994326689 https://m.blog.naver.com/4-fire/223994326689"
X Link 2025-09-03T14:53Z [---] followers, [--] engagements
"$Infleqtion go public #INFQ https://m.blog.naver.com/4-fire/224000469317 https://m.blog.naver.com/4-fire/224000469317"
X Link 2025-09-08T14:34Z [---] followers, [--] engagements
"$QuEra Expands $230M Financing Round with NVentures https://www.quera.com/press-releases/quera-expands-230-million-financing-round-advancing-quantum-accelerated-supercomputing https://www.quera.com/press-releases/quera-expands-230-million-financing-round-advancing-quantum-accelerated-supercomputing"
X Link 2025-09-09T15:04Z [---] followers, [--] engagements
"#AFRL has been focusing on the Quantum networking. That's why they procured two FORTEs from $IONQ. They achieved remote Entanglement. What's NEXT Heterogenous(still incubating- contract with $rigetti and $QphoX) QNET and the multi node networking. [--] more $IONQ QC $$$150M 🙏"
X Link 2025-09-19T13:01Z [---] followers, [---] engagements
"$IONQ $OI The fact that the two companies had already been sharing a significant amount of work beforehand shows that the synergies from M&A may emerge sooner than expected. https://blog.naver.com/4-fire/224038697161 https://blog.naver.com/4-fire/224038697161"
X Link 2025-10-12T09:44Z [---] followers, [----] engagements
"$CSCO Cisco Quantum Lab delivered the Packaged Entanglement Chips with QPL in May [----]. Q-Switch Q-Router Q Routing Protocol QKD QRNG Q-Sensing and Q-DC. Does a legacy Network dinosaur want to be called a super rookie in Q-Ecosystem https://blog.naver.com/4-fire/224045785083 https://blog.naver.com/4-fire/224045785083"
X Link 2025-10-18T13:33Z [---] followers, [---] engagements
"$CSCO Cisco QRNG(Vacuum nosie based) Entropy rate likely 80Gbps based on 100Gbps data rate.(not released yet though) $IDQuantique $IONQ QRNG(Photon number based) module 58Mbps / QRNG Chips 4.9Mpbs https://blog.naver.com/4-fire/224046347310 https://blog.naver.com/4-fire/224046347310"
X Link 2025-10-19T15:18Z [---] followers, [---] engagements
"$IONQ - . (Photonic interconnects the war for qubit fidelity Prevent errors rather than correct them.) https://blog.naver.com/4-fire/224048615447 https://blog.naver.com/4-fire/224048615447"
X Link 2025-10-21T05:01Z [---] followers, [---] engagements
"$IONQ Q3 CAGR 168% wow"
X Link 2025-11-05T21:57Z [---] followers, [----] engagements
"$IONQ Q3 222%"
X Link 2025-11-05T21:59Z [---] followers, [---] engagements
"$IONQ Q3 256Q is selling"
X Link 2025-11-05T22:26Z [---] followers, [---] engagements
"$IONQ Q3 I'm looking forward to QOS"
X Link 2025-11-05T22:26Z [---] followers, [---] engagements
"$IONQ Q3 Potential pipelines with DESY GE Research ThompsonCAT"
X Link 2025-11-05T22:31Z [---] followers, [---] engagements
"https://blog.naver.com/4-fire/224068518366 https://blog.naver.com/4-fire/224068518366"
X Link 2025-11-07T14:27Z [---] followers, [--] engagements
"You know whats really wild Delfosse and his team had already laid the groundwork for integrating this with OI EQC architecture. They included the flat cyclic-shift in the paper appendix back in August after the acquisition announcement in June which means the Delfosse team likely had been preparing the architectural integration long before the acquisition became public"
X Link 2025-11-14T20:46Z [---] followers, [---] engagements
"This makes $IonQ the first company in the world to own a quantum computer that: 1.Delivers the highest fidelity 2.Provides the most efficient error correction in case errors do occur and 3.Maintains both advantages even as the system scales. Its a level of capability that no other quantum system in the world can match. https://t.co/H5xlCuQlJY Cyclic Hypergraph Product Code(Cyclic HGP) . HGP qLDPC( surface code .) Cyclic HGP https://t.co/H5xlCuQlJY Cyclic Hypergraph Product Code(Cyclic HGP) . HGP qLDPC( surface code .) Cyclic HGP"
X Link 2025-11-14T20:53Z [---] followers, [----] engagements
"This work is a joint result of NVIDIA and U.S. Department of Energy national laboratories including ORNL PNNL Berkeley National Lab and Sandia National Lab. The paper represents NVIDIAs technical proposal but it is also a structure that has been endorsed and co-signed by DOE researchers and industry partners which means it is effectively a draft blueprint for the national strategy that the DOE intends to implement. From the DOEs perspective engaging in an unnecessary battle for control would be meaningless. The real issue is not whether HPC or QPU takes the leadtrue power is only unlocked"
X Link 2025-11-15T01:47Z [---] followers, [---] engagements
"Advanced E-7 Integrators and Suppliers RFI #USAF (AFLCMC/WI) [--] E-7 Wedgetail RFI . (AEW&C: Airborne Early Warning & Control aircraft). Air-based AMTI ( ) Space-based AMTI . #MESA advanced #IR sensor #ESM replacement #EWSP replacement #TTNT #Link_16 #HPA #JWICS connectivity #CID next-generation #TDL advanced missile data link capabilities and other next-generation #AMTI #BMC2 Alternative #PNT and/or communications technologies. https://blog.naver.com/4-fire/224081403413 https://blog.naver.com/4-fire/224081403413 https://blog.naver.com/4-fire/224081403413"
X Link 2025-11-19T10:19Z [---] followers, [---] engagements
"99.9995% is around the circle that I pointed yesterday. $IONQ doesn't exaggerate unlike others do. https://ionq.com/blog/demystifying-logical-qubits-and-fault-tolerance https://ionq.com/blog/demystifying-logical-qubits-and-fault-tolerance"
X Link 2025-11-23T03:04Z [---] followers, [---] engagements
"Hi Nick I hope you are doing well. I write a Korean blog focused on quantum technology and space technology market insights and research analysis. I recently read your posts on Twitter about Bitcoin and Quantum and I found your perspective extremely insightful and valuable. I would like to kindly ask for your permission to reference and quote parts of your post in a Korean analytical article on my blog with full credit and a link back to your original tweet. My goal is to help more Korean readers understand this topic by sharing your excellent insights (not for commercial purposes). Here is"
X Link 2025-11-27T00:36Z [---] followers, [---] engagements
"@nic_carter @CHB1284 I really appreciate your prompt reply with permission. Ill share the link with you once its published if youre interested. Thanks again for your great insights"
X Link 2025-11-27T01:14Z [---] followers, [--] engagements
"Over the past few days Ive been writing a series of posts under the theme Is #AI in a Bubble and today after hearing that $NVIDIA s paper was published in #Nature I sat down to read it carefully. The content honestly shocked me. This paper is actually a draft that first appeared [--] months ago back in November last year. It means that as many of us already suspected NVIDIA had long sensed the fundamental limitations of AI and had already been preparing for deep collaboration with quantum computing. And yet earlier this year at #GTC Jensen Huang CEO publicly stated that quantum computers are"
X Link 2025-12-04T06:21Z [---] followers, [---] engagements
"Adieu D-Wave. Optimization problems are no longer the exclusive domain of quantum annealing. With Q-CTRL Fire Opals QAOA Solver even deep circuits can now run reliably on gate-based quantum machine. Initial parameters are generated automatically optimizers are automatically selected and tuned and a full-stack error-suppression pipeline is applied without any user intervention. In fact the user needs to do just one thing enter a single line: fireopal.solve_qaoa(graph cost_function backend) IonQ has already benchmarked Fire Opal through Amazon Braket achieved highly encouraging results and has"
X Link 2025-12-11T08:08Z [---] followers, [----] engagements
"The lifespan of a distributed quantum computing architecture depends on three key factors. First how far and how fast the performance of individual QPUs improves. The primary motivation for distributed architectures today is that the computational overhead required for quantum error correction (QEC) far exceeds the capability of a single QPU. If QPU performance and stability improve sufficiently the reliance on relatively slow remote entanglement may gradually diminish. Second regardless of hardware progress advances in QEC algorithms remain essential. Qubit errors are a fundamental challenge"
X Link 2025-12-13T04:28Z [---] followers, [---] engagements
"Eleven years ago on December [--] [----] there was a horrific hostage-taking terror attack at the Lindt chocolate caf in Sydney. The incident carried out by an Iranian-born Islamist extremist shocked the nation and tragically hostages lost their lives. What remains especially heartbreaking is that the brave caf manager who tried to wrestle the gun from the hostage-taker to save others was killed by a police stray bullet during the operation. Now eleven years later today we are confronted with another act of gun violence at Bondi Beach reportedly involving perpetrators of Iraqi origin. Once again"
X Link 2025-12-14T13:32Z [---] followers, [---] engagements
". Why the Golden Dome Is Necessary The Earth is round (apologies to those who believe it is flat) which means that detecting and intercepting low-altitude hypersonic vehicles flying beyond the horizon from ground-based systems happens far too late. It is like trying to detect a thief only after they have already climbed over the fence rather than installing CCTV on the fence itself to spot them much earlier"
X Link 2025-12-22T04:01Z [---] followers, [---] engagements
"#NVIDIAs non-exclusive licensing agreement with #Groqeffectively an acquisition in all but namesends a very clear signal. GPUs alone are not sufficient for real-time processing and NVIDIA is making a deliberate move into domains where deterministic ultra-low-latency execution is not optional but essential. This decision reflects NVIDIAs strong intent to compete inand ultimately dominateareas that demand real-time responsiveness. In that sense Groqs technology represents the missing piece NVIDIA needs to close the loop. Viewed through this lens the Groq partnership becomes the final puzzle"
X Link 2025-12-26T00:18Z [---] followers, [---] engagements
"Conditions for #IonQ to Dominate the Market First within the quantum computing (QC) market IonQ must not ease its focus on QPU fidelity and scalability. Based on extensive market research to date IonQ has performed well but competitors based on neutral-atom and superconducting approaches are sharpening their counterattacks. If one were to score the field it resembles a tight race at [--] [--] and [--] points. Failure to achieve clear success at the PI stage could cost IonQ its leadership position. Moreover EQC remains largely at the laboratory level; without timely progress competitors could surge"
X Link 2025-12-26T13:28Z [---] followers, [----] engagements
"#NVIDIAs strategy is not a simple case of business expansion; it represents a fundamental redefinition of the companys role within the industry. NVIDIA is evolving from an architect of AI brains into the central nervous system that connects AI to the physical worldpositioning itself as a master builder of an industrial-grade operating system. This shift raises a profound question. Imagine a future in which every critical physical industryranging from autonomous vehicles and robotics to national defenseoperates atop a vertically integrated architecture designed by a single company. The"
X Link 2025-12-26T13:59Z [---] followers, [---] engagements
"Although #SEEQC and #QuantWare operate under different business models their strategic objectives are fundamentally aligned. Both aim to remove the systemic bottlenecks that have historically constrained the scalability of superconducting quantum computers. As a result existing superconducting-based quantum computing companiesparticularly those that lack the resources to develop advanced control packaging or I/O technologies in-housewill face a clear inflection point. To remain competitive in the next phase of the market they will need to transcend their current limitations through one or"
X Link 2025-12-27T05:15Z [---] followers, [---] engagements
"The core problem arising from continued reliance on the von Neumann architecture is now clear. A computer structure originally designed for an era in which computational capability was severely limited has become a source of bottlenecks in the AI era where computation is abundant but memory access and data movement are not. In the past maximizing performance meant keeping scarce compute units constantly busy and expanding memory I/O was a rational and effective optimization. Today however computation has become relatively cheap while the continuous movement of data required to feed that"
X Link 2025-12-29T13:14Z [---] followers, [---] engagements
"(6) - all-to-all [--]. Neutral-atom quantum computers maintain local layouts most of the time but rearrange selected atom pairs to be neighbors at the start of each shot. [--]. Gates are fast and high-fidelity only between neighboring atoms; direct long-range gates are not feasible. [--]. Thus neutral atoms offer structurally strong on-demand all-to-all connectivity while actual gate operations remain local. [--]. This rearrangeability significantly mitigates the connectivity limitations of surface codes enabling practical error correction without qLDPC in the short to medium term. [--]. However the"
X Link 2026-01-02T07:57Z [---] followers, [---] engagements
"(10) - At present Infleqtion (via the CCCX SPAC listing) is effectively the only neutral-atom quantum computing company accessible to individual investors. Both QuEra and Atom Computing remain private yet their elevation to Stage B of DARPAs QBI program signals a high level of technical validation and strategic importance at the national level. Together with Pasqal all four leading neutral-atom players have also been designated as NVIDIA NVQLink partners underscoring that this architecture is increasingly viewed as a core component of NVIDIAs long-term vision for GPU-accelerated hybrid"
X Link 2026-01-03T03:14Z [---] followers, [---] engagements
"AI and quantum computing are still in their infancy. But once these two technologies converge into what can be called the Second Mother Machine a new mode of production will open across every major domain of civilization semiconductors materials life sciences energy cities and even climate systems. From that moment on the bottleneck of production will no longer be factories labor or supply chains but calculation design and simulation. If the Industrial Revolution expanded our material civilization through machines the era to come will expand our physical civilization through simulation. And"
X Link 2026-01-09T04:11Z [---] followers, [---] engagements
"HBM5 NMC https://m.blog.naver.com/4-fire/224144029284 https://m.blog.naver.com/4-fire/224144029284"
X Link 2026-01-12T11:26Z [---] followers, [--] engagements
"In January [----] a team at Duke (led by Prof. Jungsang Kim) and another at Sungkyunkwan University (led by Prof. Joon-Ki Kim) successfully developed a compact AOD module for trapped-ion quantum computers. This basically means we can finally get rid of the big heavy AOD assemblies and move toward a smaller scalable unit instead. Thats a major step toward turning one of the core optical components of trapped-ion QPUs into something that can actually be productized and manufactured at scale. Now you might ask: But Oxford Ionics uses a microwave approach so why does this matter Sure microwave"
X Link 2026-01-17T14:09Z [---] followers, [----] engagements
"Today I took a step back and reflected on just how far generative AI has come. When ChatGPT first arrived it couldnt update itself and we constantly saw lines like My knowledge only goes up to [----] remember that Fresh news recent papers industry changes completely out of reach. And to make matters worse it would often ignore the question from just an hour ago and reply with something totally off the mark. It was useful but also incredibly frustrating. But look at where we are now. Models can surface up-to-date information adapt to individual question patterns remember context and respond in a"
X Link 2026-01-18T05:51Z [---] followers, [---] engagements
"More good news Based on the agreement below the outcomes of this study will belong to $IonQ. In July [----] IonQ entered into an option agreement with Duke University which was subsequently amended in December [----] (as amended the Duke Option Agreement) under which it obtained the right to add Duke Universitys interests in certain patents or other intellectual property to the License Agreement including if they were developed by Jungsang Kim Christopher Monroe or Kenneth Brown a professor at Duke University or by individuals under their respective supervision and such patents or intellectual"
X Link 2026-01-18T09:04Z [---] followers, [----] engagements
"REDWIRE (3) - In-Space Manufacturing #Redwire $RDW In-space manufacturing sits within a 5-layer stack (Environment Feedstock Shaping Assembly System Utility) that is much more constrained than terrestrial manufacturing. Microgravity + vacuum + radiation + thermal constraints + launch economics make space manufacturing inherently difficult and create structural moats. Redwire operates three product lines: #AMF (ISS) #FabLab (multi-material) #Mason (Lunar/Mars regolith) along a clear LEO Cislunar Surface roadmap. Redwires key differentiators are: microgravity-native processes multi-material"
X Link 2026-01-21T14:20Z [---] followers, [----] engagements
"#REDWIRE (7) - Digital Engineering / Modeling & Simulation $RDW Redwires Digital Engineering / Modeling & Simulation business focuses on designing testing and operating space systems digitally before physical deployment. The core foundations are MOSA (Modular Open System Architecture) and end-to-end lifecycle simulation. Through the #Oakman Aerospace acquisition Redwire gained deep expertise in MBSE MOSA and digital thread methodologies. #ACORN enables rapid architecture design and trade-off analysis across cost performance and risk. #HALOE extends this into an operational-grade digital twin"
X Link 2026-01-24T04:22Z [---] followers, [---] engagements
"REDWIRE (8) - Launch Accommodations Redwire ( $RDW ) is a diversified space infrastructure company built through targeted acquisitions across power payloads structures and digital engineering. Its Launch Accommodations business covers payload adapters separation systems upper-stage structures thermal components and ground support equipment. Through the #LoadPath acquisition Redwire gained deep heritage in multi-payload adapters deployable structures and structural/thermal analysis. Payload adapters connect satellites to launch vehicles and enable single or rideshare missions across multiple"
X Link 2026-01-24T04:47Z [---] followers, [---] engagements
"REDWIRE (9) - UAS & Defense ISR Its UAS & Defense Tech segment comes from the Edge Autonomy acquisition adding aircraft payloads power and autonomy as an integrated ISR system stack. Core Edge Autonomy pillars are: UAS platforms EO/IR (and multi-spectral) optics payloads energy systems (incl. fuel-cell options) and autonomy/mission software. Key platforms include Penguin C MK2 (long-range ISR) Penguin C VTOL (runway-independent ISR) Stalker Block [--] (tactical ISR) and Stalker Block [--] (extended/SOF ISR). The strategic frame is ISR as Collect Transport Exploit where UAS excels at Collect (and"
X Link 2026-01-24T12:40Z [---] followers, [---] engagements
"correction : several months to a month - [--] months to [--] months"
X Link 2026-01-26T14:13Z [---] followers, [---] engagements
"$KEYS [--] Agilent Keysight Technologies. Agilent . $NVDA NVQLink 6G Nvidia $NOK 6G . Keysight Technologies Nvidia https://m.blog.naver.com/4-fire/224063543976 https://twitter.com/i/web/status/1985328780785967331 https://m.blog.naver.com/4-fire/224063543976 https://twitter.com/i/web/status/1985328780785967331"
X Link 2025-11-03T12:50Z [---] followers, [---] engagements
"📌 Astera Labs $ALAB CXL + PCIe Retimer + Smart Cable + Memory Expansion Pure-Play CXL 2.0/3.0 adoption accelerates into a [--------] datacenter standard GPU external memory pooling NVMe pooling and JBOG markets open up PCIe [---] / CXL [---] shift to PAM4 triggers severe SI challenges Retimers become mandatory Smart Cable Modules enable rack-to-rack GPU expansion Hyperscalers entering early adoption phase Limited competition deeply niche with high technical and ecosystem entry barriers A pure leverage play on memory/interconnect bottlenecks https://blog.naver.com/4-fire/224153471864"
X Link 2026-01-20T20:54Z [---] followers, [---] engagements
"$IonQ New patent about "QUANTUM ENTANGLEMENT BUFFERS" by Dr. Bhaskar and Dr. Levonian who are Co-Founder of LightsynQ. This pre-generation and on-demand allocation model makes entanglement management conceptually similar to financial asset management. Great work IonQ Team. it's the one step forward to PI and Quantum Internet. Way to go. https://blog.naver.com/4-fire/224156346585 https://blog.naver.com/4-fire/224156346585 https://blog.naver.com/4-fire/224156346585 https://blog.naver.com/4-fire/224156346585"
X Link 2026-01-22T13:19Z [---] followers, [----] engagements
"Astera Labs $ALAB SerDes RT. https://t.co/yhjDoodKpm https://t.co/yhjDoodKpm"
X Link 2026-01-26T02:58Z [---] followers, [---] engagements
"$IonQ buys $SKYT. Let's see pros and cons. https://blog.naver.com/4-fire/224160587401 https://blog.naver.com/4-fire/224160587401"
X Link 2026-01-26T11:40Z [---] followers, [---] engagements
"The acquisition of #SkyWater meaningfully accelerates #IonQs roadmap toward fault-tolerant quantum computing by removing one of the most significant bottlenecks in quantum hardware development: manufacturing iteration speed. With embedded access to a Trusted U.S. foundry IonQ becomes the only vertically integrated full-stack quantum platform company with direct control over secure domestic semiconductor manufacturing. By reducing wafer iteration cycles and enabling parallel wafer prototyping $IonQ expects to significantly shorten designtestrefine loops (within a month) that traditionally take"
X Link 2026-01-26T12:24Z [---] followers, [----] engagements
"#EeroQ demonstrated a quantum control chip that transports electrons on superfluid helium over long distances with high fidelity using a minimal number of control wires. The demonstration carried out on the Wonder Lake chip fabricated by SkyWater Technology ( $SKYT ) addresses a major scalability bottleneck in quantum hardware design. https://thequantuminsider.com/2026/01/16/eeroq-scalable-quantum-control-chip/ https://thequantuminsider.com/2026/01/16/eeroq-scalable-quantum-control-chip/ https://thequantuminsider.com/2026/01/16/eeroq-scalable-quantum-control-chip/"
X Link 2026-01-26T13:13Z [---] followers, [---] engagements
"Correction - Heights Capital Management Inc. -Adding $1.98B + 16.5M Common Stock as of Oct [--] [----]. Cash and Investments will be $2.7B (simplifying without Interest) 1.48+1.980.772.7B Stock Dilution 1) Heights Capitcal 16.5/(330.9+16.5) = 4.75% 2) Aquiring SkyWater Tech 22.9/(347.4+22.9)=6.18% Total Dilution 1) + 2) = 10.64% $IonQ Cash and Stock Dilution after aquiring $SKYT Cash and Investments : $1.48B as of Q3 [----] Cash : $346M S-term Inv : $736M L-term Inv : $402M SkyWater Acquisition $1.8 Billion ($35.00 per share) $15.00 cash(43%) / $20.00 stock(57%) $1.8B = $0.77B cash + $1.03B stock"
X Link 2026-01-27T03:35Z [---] followers, [----] engagements
"I analyzed the share count increases from $IonQ ATM programs and M&A activities and the resulting dilution impact. The table also shows the implied pre-dilution price compared to the current share price. Hopefully this helps with your investment decisions. Should you have any question or find anything to be updated Please feel free to mention. #Skyloom details are still blank and #SkyWater_Tech details are estimanted based on the last announcement"
X Link 2026-01-27T12:19Z [---] followers, [----] engagements
"Appreciate the clear explanation. Most long-term shareholders myself included understand the dilution and still choose to hold because we believe in the companys growth trajectory and execution. This report wasnt meant to be negativejust an attempt to quantify dilution and track changes in cash more accurately and to share that perspective. I fully respect your view.👍 https://twitter.com/i/web/status/2017019953824804919 https://twitter.com/i/web/status/2017019953824804919"
X Link 2026-01-29T23:40Z [---] followers, [---] engagements
"Today an 8-K was filed. As part of the acquisitions of #Skyloom_Global and #Seed_Innovations $IonQ issued [-------] shares and [-------] shares respectively. Based on todays closing price this corresponds to approximately $170M and $47M in consideration. From an M&A perspective this results in roughly 1% dilution and on a fully diluted basis only about 0.23% which is very minimal overall. We expect both acquisitions to contribute to IonQs revenue growth at a rate far exceeding this level of dilution. Attached is a simple before-and-after view for easier comparison."
X Link 2026-01-30T23:02Z [---] followers, [----] engagements
"Following the addition of share counts related to the Skyloom and Seed Innovations acquisitions on January [--] [----] information related to the Market Intelligence company(L*&#$ Group-903195 Shares / $36M) acquired in June [----] has now been incorporated. In the case of Lightsynq although the acquisition agreement allowed for up to [--------] shares only [-------] shares were issued at closing. The remaining shares are structured as future equity-based compensation subject to vesting and therefore are unlikely to appear as separately disclosed share issuances in future SEC filings. For transparency"
X Link 2026-02-01T02:23Z [---] followers, [----] engagements
"In this paper the simulation conditions were deliberately set to be highly conservative and stringent. [--]. Each QPU was connected to exactly two other QPUs forming a strict ring topology. [--]. Between neighboring QPUs only a single Bell pair could be generated at any given time. [--]. The time required to generate a Bell pair was assumed to be several times longer than the local gate execution time. Even under these harsh assumptions the results suggest that relaxing any of these constraints would lead to performance gains far beyond what is demonstrated in the simulations. Specifically if: (1)"
X Link 2025-12-14T12:03Z [---] followers, [----] engagements
"Why Beam Width = [--] and [--] CPUs Beam-32 is the smallest setting that guarantees 99.9% decoding latency [--] ms which is the hard physical deadline of ion-trap & neutral-atom systems. Beam-64 is more accurate but its worst-case tail can exceed [--] ms operationally unsafe. At Beam-32 one CPU core can reliably decode one logical qubit per millisecond. Using time-slicing + pipeline parallelism a single 32-core CPU can handle [---] logical qubits on average. This is how the paper arrives at [--] standard CPU servers for [----] logical qubits. The other beauty is that it is compatible with not only BB code but"
X Link 2025-12-09T13:18Z [---] followers, [---] engagements
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