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NVIDIA announced a significant investment in Honeywell’s backed Quantinuum, contributing to a $600 million equity capital raise, which was completed on September 4, 2025. This investment comes with a pre-money valuation of $10 billion and has already sparked a 2.3% rally in the Defiance Quantum ETF (QTUM).
As a result, competitors in the quantum computing space, including IonQ, Rigetti Computing, and D-Wave Quantum, are feeling both the pressure and opportunity presented by NVIDIA’s backing. For instance, IonQ has recently acquired the U.K. startup Oxford Ionics for approximately $1.075 billion, indicating a serious competitive landscape ahead. Meanwhile, earnings for these companies are projected to grow significantly, with IonQ anticipating a 37.8% increase in full-year 2025 earnings and Rigetti expecting 86.1% growth despite recent shifts.
Quantinuum is positioned to accelerate its development towards universal, fault-tolerant quantum systems and plans to launch its next-generation system, Helios, later this year while expanding partnerships globally in regions like New Mexico and Qatar.
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