[HOLD] The View from Davos with IonQ’s CEO Niccolo de Masi

Quantum computing isn’t sci-fi. It is a present-day security, infrastructure, and competitiveness issue.

From Davos, Patrick Moorhead sits down with Niccolo de Masi, CEO of IonQ, to break down how quantum computing is moving out of academic labs and into the center of geopolitical and enterprise strategy. As fault-tolerant systems advance, timelines are compressing, pushing quantum security from an abstract risk into an immediate priority for governments, financial institutions, and global enterprises. Niccolo walks through how IonQ is building beyond compute into networking, sensing, and security, framing quantum as a platform rather than a feature. As nations and enterprises push toward sovereign systems, decisions around infrastructure control, power efficiency, and ecosystem openness are now shaping how, and how fast, quantum scales.

‍Key Takeaways Include:

🔷 Quantum security urgency is rising fast: As fault-tolerant quantum approaches reality, existing cryptographic infrastructure faces real exposure, pushing security upgrades higher on enterprise and government agendas.

🔷 Quantum is evolving into a platform: Computing alone is not enough. Networking, sensing, and security must operate together to deliver meaningful quantum advantage.

🔷 Sovereign systems are gaining momentum: Governments and large enterprises increasingly want control over where quantum systems run, how data is handled, and who owns the stack.

🔷 Energy efficiency changes the equation: Quantum systems offer meaningful advantages in power consumption compared to classical AI compute, showing promise for long-term infrastructure goals and reshaping planning.

🔷 Quantum value is already emerging: Optimization, materials science, drug discovery, and logistics are seeing early, practical benefits as quantum integrates with classical systems.

Listen to the audio here:

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