Quantum Enablers Positioned for 2026 Breakout: AMD, Broadcom and Teradyne in Focus

Quantum computing is transitioning from pure research into early commercial deployment, and this shift is creating exceptional opportunities for investors focused on the enabling ecosystem rather than pure-play quantum hardware makers. While fully fault-tolerant quantum systems remain years away, enterprise capital spending is accelerating across semiconductors, cybersecurity, software tools and infrastructure layers that power today’s quantum development environment. This dynamic creates a favorable asymmetry for investors: enablers are generating measurable revenues and earnings growth today while retaining meaningful upside as quantum adoption scales. As 2026 unfolds and markets increasingly focus on scalable quantum applications, technology stocks tied to this supporting infrastructure—including Advanced Micro Devices (AMD), Broadcom (AVGO) and Teradyne (TER)—appear positioned for valuation expansion and institutional capital inflows. Let’s examine why these quantum enablers merit closer evaluation.

The Inflection Point: Why Enablers Capture Value Before Pure Quantum Hardware

The quantum computing market is following a familiar pattern: enabling technologies drive near-term commercial success while the core technology matures. In 2026, quantum enablers benefit from demonstrable growth across adjacent revenue-generating markets that are scaling faster than quantum hardware sales alone.

A prime example is post-quantum cryptography adoption. Market research indicates the segment expanded from approximately $810 million in 2025 to over $1.1 billion in 2026, reflecting accelerating adoption by governments, financial institutions and critical infrastructure operators preparing for quantum-era security threats. This market is projected to grow at a high-30% compound annual growth rate over the next decade, making it one of the earliest commercial beneficiaries of quantum awareness.

At the broader ecosystem level, industry analysis estimates that total revenues across quantum computing, communication and sensing reached roughly $650–750 million in 2024 and exceeded $1 billion by 2025. Critically, a significant share of this revenue flows to enabling layers—semiconductors, cybersecurity software, systems integration and hybrid classical-quantum infrastructure—rather than to pure-play quantum vendors. This revenue distribution reinforces the investment thesis: quantum enablers offer stronger earnings visibility and lower execution risk in 2026, while maintaining substantial long-term appreciation potential as quantum technologies mature.

Advanced Micro Devices: Strategic Quantum Architecture Leadership

AMD continues to establish itself as a quantum ecosystem player through targeted partnerships and proven compute technologies. During 2025, AMD and IBM announced a collaboration to develop quantum-centric supercomputing architectures, combining AMD’s high-performance CPUs, GPUs and adaptive SoCs with IBM’s quantum systems. This partnership enables hybrid classical-quantum workflows—a critical requirement for practical applications before fault-tolerant systems arrive.

AMD’s deepening involvement in quantum-adjacent high-performance computing creates measurable near-term revenue streams while simultaneously expanding its addressable market as enterprises accelerate quantum readiness investments. The company is expected to report 60.4% earnings growth on 27.9% revenue growth in 2026, driven partly by these emerging quantum-enabled computing solutions.

Broadcom’s Quantum-Safe Security Infrastructure

Broadcom introduced its Brocade Gen 8 Fibre Channel portfolio in 2025, featuring the X8 Directors and G820 switches. These represent the industry’s first 128G Fibre Channel platforms with integrated quantum-safe cryptography, designed to protect mission-critical storage area networks from future quantum decryption threats.

Complementing this hardware initiative, Broadcom launched Emulex Secure Fibre Channel Host Bus Adapters, which implement hardware-based post-quantum cryptography and zero-trust encryption to secure data in transit without sacrificing performance. Both product families align with emerging security frameworks including CNSA 2.0, NIS 2 and DORA, enabling enterprises and government customers to modernize infrastructure in anticipation of quantum risks.

This positioning captures a specific segment of quantum enablement: the security modernization wave. Broadcom is expected to report 41.5% earnings growth on 42.1% revenue growth in 2026, benefiting from accelerated enterprise adoption of quantum-resistant infrastructure.

Teradyne: Precision Test Infrastructure and Quantum Hardware Scaling

Teradyne serves as a quantum enabler through precision test and measurement solutions for semiconductors, photonics and quantum hardware. The company’s 2025 acquisition of Quantifi Photonics enhanced its photonic integrated circuit testing portfolio, supporting optical interconnects used in hybrid computing and emerging quantum systems.

Teradyne’s wafer probe systems and high-volume test infrastructure—including advanced probe card testing methodologies—deliver the foundation for scaling next-generation quantum and AI/HPC devices, generating current revenue while enabling enterprise adoption of quantum technologies. The mackintosh probe test and similar precision testing solutions position Teradyne to benefit from growing demand for high-precision measurement capabilities in 2026, offering investors exposure to quantum ecosystem growth without relying on speculative quantum hardware sales.

The company anticipates 43.9% earnings growth on 22.2% revenue growth in 2026, supported by infrastructure buildout for quantum and AI systems.

The 2026 Window: Lower Risk, Higher Clarity

What distinguishes 2026 as a meaningful inflection for quantum enablers is the convergence of immediate revenue recognition and long-term structural growth. Unlike pure quantum hardware vendors—where profitability remains speculative—enablers across semiconductors, security and test infrastructure are generating concrete financial results today while positioned to capture disproportionate value as quantum adoption accelerates.

All three companies carry Zacks Rank #3 (Hold) assessments and are expected to deliver double-digit to substantial earnings and revenue growth in 2026. For investors seeking exposure to quantum computing’s commercial transition without taking on pure-play quantum hardware risk, the enabling infrastructure ecosystem offers a more prudent entry point with clearer near-term catalysts and proven business models.