Quantum Computing Enablers to Win in 2026: AMD, ORCL & More - Yahoo Finance

Quantum Computing Enablers to Win in 2026: AMD, ORCL & More Urmimala Biswas December 15, 2025 5 min read AMD +1.65% ORCL +0.55% AVGO +0.86% TER +4.14% AMAT +1.36% Headlines these days highlight pure-play quantum computing startups racing to build fault-tolerant machines. But history suggests that the earliest and most durable value creation in emerging compute paradigms rarely accrues to the system builders alone. In the near-to-medium term, quantum workloads will be highly dependent on classical infrastructure, advanced semiconductor manufacturing, precision test and packaging and secure enterprise-grade IT environments. For investors, this makes 2026 less about picking a single quantum winner and more about identifying the enablers positioned to capture real revenues as quantum transitions from laboratory experiments to early commercial deployment. Names to watch include Advanced Micro Devices AMD, Teradyne TER, Broadcom AVGO, Applied Materials AMAT and Oracle ORCL. Quantum in Broader Tech In 2026, investors should also watch companies whose core businesses are not quantum computers per se, but provide the technologies that make quantum progress possible. These include essential enablers like Graphics Processing Units (GPUs) and High-Performance Computing (HPC) engines, semiconductor test and packaging equipment, materials and fabrication specialists and vendors of quantum-safe security. At the same time, progress in qubit fidelity and scaling is driving demand for sophisticated test, measurement and automation systems as well as advanced materials, deposition and etching technologies that can deliver repeatable, low-defect fabrication at scale. One Grand View Research analysis projects the quantum computing market to grow from about $1.4 billion in 2024 to over $4.2 billion by 2030, representing a CAGR of 20.5% through the end of the decade. While the overall industry prospect is extremely upbeat, a separate report specifically on post-quantum cryptography (PQC) forecasts that the global PQC market will expand from $0.42 billion in 2025 to $2.84 billion by 2030, at a CAGR of 46%. The broader quantum high-performance computing (HPC) market — essential for hybrid classical–quantum workloads — is also expected to scale significantly. 5 Stocks to Watch Advanced Micro Devices: It has announced a strategic partnership with IBM to develop quantum-centric supercomputing architectures that integrate quantum computers with classical high-performance computing (HPC) technologies such as CPUs, GPUs and Field-Programmable Gate Arrays (FPGAs). AMD and IBM are co-designing proof-of-concept systems that link IBM’s quantum systems with AMD’s HPC and AI accelerators to explore hybrid workflows where classical and quantum components work together. Story Continues View Comments Terms and Privacy Policy Privacy Dashboard