Quantum enablers are poised for growth in 2026 as quantum computing shifts towards commercial use. Companies like AMD, AVGO, and TER are likely to see increased valuation and capital inflows. Revenue growth in adjacent markets, like post-quantum cryptography, is expected to accelerate, with Global Growth Insights estimating the segment to grow from $810 million in 2025 to over $1.1 billion in 2026.

Advanced Micro Devices (AMD) is collaborating with IBM on quantum-centric supercomputing architectures to enable hybrid classical-quantum workflows. Broadcom introduced quantum-safe cryptography solutions to protect data from future quantum decryption threats. Teradyne’s acquisition of Quantifi Photonics strengthens its position in providing test solutions for quantum hardware. These companies are expected to see significant earnings growth in 2026.

The demand for data is fueling a digital gold rush, with under-the-radar chipmakers positioned to benefit. One such chipmaker specializes in products not built by major players like NVIDIA. Investors can explore opportunities in semiconductor stocks that cater to the growing demand for data centers and infrastructure hardware. For more insights and stock analysis, investors can access reports from Zacks Investment Research.

Read more at Nasdaq: Quantum Enablers Set for 2026 Breakout: AMD, AVGO, TER in Focus