IonQ Inc (IONQ)

[doc2016]

so i ask when is the transition to photonics? gemini ai says,"The Future: Co-Packaged Optics (CPO) in Rubin
While Blackwell uses an external photonic solution (fiber cables plugging into ports), the future evolution will move the optics closer to the silicon.

NVLink Limits: The next generation of NVLink will push past the limits of even the shortest copper traces.

Future Plan: NVIDIA has indicated that its Rubin architecture (the successor to Blackwell) will integrate Co-Packaged Optics (CPO)—embedding the optical engines directly into the chip packaging itself—to drastically reduce power consumption and increase speed for future NVLink generations."

now i am guessing, while blackwell is going to have an immediate need and yield, vera rubin is going to be a longer longevity architecture.

so future spending will be substantial , but likely will pale when compared to the vera rubin?