IonQ CEO Niccolo de Masi wants the company to become the Nvidia of quantum computing by controlling the entire quantum ecosystem, and the author says IonQ is following Nvidia's acquisition-driven playbook. Key deals include Oxford Ionics in 2025, whose EQC chip technology helped IonQ reach a record 99.99% two-qubit gate fidelity and reduce reliance on bulky laser arrays, plus Lightsynq and Qubitekk for quantum networking and the SkyWater quantum foundry for vertical integration. IonQ also bought ID Quantique last year for quantum cryptography and has announced its acquisition of Elisity to build an end-to-end security platform. With the stock down around 60% from its highs, the author sees a high-risk, high-reward opportunity.
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