Teradyne now generates approximately 70% of its revenue from AI-related demand, up from 40-50% just two quarters ago. Q1 2026 results hit a record of $1.28 billion in revenue, representing 87% year-over-year growth. This semiconductor testing equipment company has no direct involvement in crypto, but the GPUs it tests flow into both AI data centers and, indirectly, crypto mining operations. Q2 2026 earnings, expected on July 28-29, will serve as a leading indicator for broader AI infrastructure momentum and could impact the GPU supply chain feeding into crypto mining.
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