By Ran Melamed
Publication Date: 2025-11-19 15:27:00
Not so long ago, IonQ’s (IONQ) CEO Niccolo de Masi stated that the company wants to become the Nvidia (NVDA) of quantum computing. In an interview with Barron’s back in May, Masi said, “I believe IonQ will be the Nvidia player. There will be other people that copy us and follow us; they have always copied and followed us.” This grand ambition has helped drive sharp moves of more than 20% on some trading days, and it now shapes how many investors frame the company. As a result, it is useful to examine what Nvidia is today and see what parts of that path a quantum company like IonQ can follow in the next few years.
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First and foremost, Nvidia became a leader in AI by building control of the full compute stack. The company did not reach its role with strong chips alone. It built hardware, software, and tools that made its tech easy to use for firms and for labs. IonQ, which trades on its own long-term outlook, hopes that a similar path can lift its role in the years ahead.
Nvidia’s Playbook in Seven Parts
Nvidia has built, through the years, a global user base and widespread chip adoption, and IonQ aims to do the same in quantum by creating a global quantum network that links cloud sites and labs. In fact, Nvidia began with a narrow focus on gaming graphics. This clear start helped the firm build scale in a market with steady user growth. In turn, this gave the firm room to invest in new ideas and new lines. Later, the firm…
