Why Ionq could be the next Nvidia 📈
I'm not comparing company size. I'm comparing the TRAJECTORY.
To me, IonQ today is Nvidia in 2015. Same disbelief. Same execution. And almost nobody has understood it yet.
The numbers:
• 2024: $43.1M revenue, +95% YoY, beating guidance
• Q1 2026: $64.7M
• Q2 2026: $80M revenue, +287% YoY, 5th consecutive record quarter
• RPO (future revenue): $485M, up from $122M a year ago
• 2026 guidance: raised from $260-270M to $280-290M, and now $450-460M after SkyWater
This is not hype. This is scaling. This is execution.
The checkmate move: SkyWater
On July 31, 2026 IonQ completed the acquisition of SkyWater Technology, the largest U.S.-based chip foundry, for ∼$1.8B.
The first and only fully vertically integrated quantum platform company in the world.
Jensen did it with CUDA and owning the full stack. Niccolò is doing it with quantum, owning the foundry, the manufacturing, the platform.
Google and IBM do research papers. IonQ does revenue.
If quantum is the next AI, this is the CUDA moment.
Not financial advice. Just pattern recognition. My personal thesis.
