TradingKey - On Thursday, the U.S. stock market experienced a frenzy for quantum computing concepts, with IonQ (NYSE: IONQ) leading the sector with a surge of 35%. Following closely were companies like D-Wave (NYSE: QBTS) and Rigetti (NASDAQ: RGTI). In an interview, IonQ CEO Niccolo de Masi boldly claimed, “Our goal is to become the Nvidia of quantum computing,” sparking intense market interest in industry consolidation and technological breakthroughs.

（Source: TradingView）

During his interview on Thursday, Niccolo de Masi articulated IonQ's ambition to mirror Nvidia’s (NASDAQ: NVDA) success in the traditional GPU market. He remarked, “We operate in quantum computing much like Nvidia and Broadcom do in traditional GPUs. I believe IonQ will emerge as a leader akin to Nvidia; others will mimic us and follow our lead.”

To achieve this vision, IonQ has initiated a series of strategic actions.

IonQ plans to complete acquisitions of Lightsynq (quantum memory), IDQuantique (quantum security), and Capella (photon interconnects) by 2025, aiming for the establishment of million-qubit systems. Additionally, it is actively collaborating with the U.S. Air Force Laboratory and EPB (the world’s first commercial quantum networking center) to develop hybrid quantum systems.

Of course, as a leading stock in the quantum field, IonQ boasts unique technical achievements. Leveraging its portfolio of 950 patents and focusing on optimizing ion trap technology, IonQ recently showcased a quantum error correction code performance that is 30% better than traditional solutions while introducing room-temperature prototypes that significantly reduce commercialization costs.

Multiple institutional analysts maintain a positive outlook on IonQ's development. According to the latest analyst rating reports, the stock has an average 12-month target price of $40, indicating significant upside potential from its current price.

（Source: FUTUBULL）

Needham keeps its “Buy” rating with a target price of $50, believing that the company’s “vertical integration capabilities can replicate the GPU ecosystem monopoly logic.”

Other analysts, including David Williams from Benchmark and Richard Shannon from Craig-Hallum, also continue to hold "Buy" ratings on IonQ.

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