IonQ’s Revenue Boom Puts Pure‑Play Quantum in Focus as Nvidia Builds the Support Rails

Overview

• Yahoo Finance spotlights IonQ and Nvidia as top 2026 picks, reflecting investor strategies that split between pure plays and infrastructure providers.
• IonQ posted 222% year‑over‑year revenue growth in the third quarter, with consensus estimates calling for $192 million this fiscal year and $316 million next year.
• The company promotes its Tempo system as offering a vastly larger computational space than rivals and is pursuing commercialization through cloud partners and enterprise agreements.
• IonQ’s shares remain volatile and richly valued, currently 58% below a recent peak and trading at roughly 109 times sales.
• Nvidia is targeting quantum‑related workloads with its GPUs and NVQLink interconnect, which links GPUs to specialized quantum chips to accelerate hybrid systems.