Supermicro stock rises on Nvidia Vera Rubin rack shipments

IonQ (IONQ) shares rose 5% after announcing a quantum computing breakthrough and a collaboration with Nvidia (NVDA) to install its Superion 256 quantum computer at Nvidia's research center. The partnership will focus on financial modeling, portfolio optimization, and drug discovery. IonQ also reported a single CPU error detection and correction breakthrough, removing a bottleneck in fault-tolerant quantum computing.

Nscale, a UK-based neocloud company, secured a $24M deal with ByteDance subsidiary Spring for access to 2,304 Nvidia B200 chips in Norway. The deal, revealed in Nscale's IPO filing, accounted for 73% of its 2025 revenue. Nscale also secured investments from Nvidia and Microsoft, with Nvidia committing over $2B in AI chip purchases. The deal raises regulatory and reputational risks due to U.S. export controls on China.

IonQ stock rose 13% after announcing a quantum error-correction breakthrough and a deal with Nvidia. Peers like Infleqtion and D-Wave also gained 7%. IonQ is down 4% year-to-date, excluding Wednesday's gain. The company's progress could advance large-scale quantum computing, according to researchers.

IonQ Inc (IONQ) stock rose 5.2% to $42.69 after announcing a quantum error decoder and a partnership with Nvidia (NVDA). The stock is up from its 52-week low of $25.89 but remains below its record high of $84.64. Short interest is 10.4% of the float, and call options are heavily traded.

Super Micro Computer (SMCI) began shipping Nvidia's (NVDA) Vera Rubin NVL72 racks, integrating them with its data center solutions. Each rack includes 72 Rubin GPUs and 36 Vera CPUs, with 20.7 TB of HBM4 memory. SMCI's fiscal 2026 sales hit $39.1B, up from $22.0B, with $60B in new orders in Q4. The company expects fiscal 2027 revenue of $65B-$72B. SMCI stock is up 37% YTD, while the AI & Tech ETF (ARTY) holding it rose 59%.

IonQ (NYSE:IONQ) announced a real-time quantum error-correction decoder, causing its stock to rise 11.93% premarket. The company claims its technology handles up to 408 logical qubits with minimal delay. Other quantum stocks, including D-Wave (NYSE:QBTS) and Rigetti (NASDAQ:RGTI), also gained. IonQ's stock is still 46% below its 52-week high of $84.64.