Quantum Computing Enablers to Win in 2026: AMD, ORCL & More [Yahoo! Finance]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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Source: Yahoo! Finance
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. 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
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