The Frontier Leaders · AI Infra 100 · Keysight Technologies

Keysight Technologies

Santa Rosa, California, United States · AI Core · Networking & interconnect / Test, measurement & validation · keysight.com

Keysight sells electronic design automation and semiconductor modeling software, including PathWave ADS, RFPro Circuit and IC-CAP, for RF, mmWave, GaN and power-amplifier design.

Positioning

Keysight is the measurement layer under the AI interconnect build-out, and fiscal Q3 2026 is where that became the dominant story: revenue of USD 1.846 billion up 36 percent, orders of USD 2.091 billion up 56 percent, non-GAAP EPS of USD 3.07 up 79 percent, all records, with non-GAAP operating margin up 820 basis points to 33.2 percent. The Communications Solutions Group generated USD 1.345 billion, 73 percent of company revenue, and Commercial Communications passed USD 1 billion in a quarter for the first time, with wireline exceeding wireless for the first time and wireline orders more than doubling. The mechanism is test intensity: as data rates rise and latency falls, design margins shrink to where customers must test in production, moving the mix toward two-thirds R&D and one-third manufacturing. The portfolio spans 224G electrical lanes, 1.6T Ethernet, optical interconnects, UALink, PCIe, CXL, Ultra Ethernet, silicon photonics and workload-level AI fabric emulation, with AresONE 1600GE emulating large AI clusters and the KAI architecture extending validation to full data-center behaviour. 800G remains the base while 1.6T scales and customers are engaging on 3.2T.

Latest signals

  • Keysight, the University of Glasgow, NPL and MPI developed broadband characterization for sub-THz semiconductor devices.semiconductor-today.com
  • Keysight Technologies, the University of Glasgow, NPL, and MPI Corporation developed a broadband characterization approach for sub-THz ICs.Electronics Weekly
  • Funzin joined a KAI-led K-on-device AI semiconductor project for military vertical AI.Robot News
  • KAI and Supergate collaborate on AI drone platform development with national budget projectRobot News
  • Stripe’s internal Kai AI tool reached 83% weekly and 60% daily active usage.a16z

40 signals name Keysight Technologies. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • Commercial Communications first USD 1 billion quarterRevenue · finance.biggo.com and rcrwireless.com
  • USD 1.93 billion to USD 1.95 billionRevenue band · convergedigest.com and finance.biggo.com
  • CSG revenueRevenue · convergedigest.com and finance.biggo.com
  • USD 1846000000Revenue · convergedigest.com and finance.biggo.com

28 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress10
Technology10
Positioning10
Firepower10
Leverage8

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Test, measurement & validation

26Advantest · 94

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does Keysight Technologies do?

Keysight sells electronic design automation and semiconductor modeling software, including PathWave ADS, RFPro Circuit and IC-CAP, for RF, mmWave, GaN and power-amplifier design. Keysight is the measurement layer under the AI interconnect build-out, and fiscal Q3 2026 is where that became the dominant story: revenue of USD 1.846 billion up 36 percent, orders of USD 2.091 billion up 56 percent, non-GAAP EPS of USD 3.07 up 79 percent, all records, with non-GAAP operating margin up 820 basis points to 33.2 percent. The Communications Solutions Group generated USD 1.345 billio

Where does Keysight Technologies rank in ai core?

Keysight Technologies ranks 24 of 100 on the AI Infra 100 (November 2026 edition) with a score of 96 out of 100, in Test, measurement & validation (Networking & interconnect). Assessment by Frontier Tech Intelligence.

Who are Keysight Technologies's peers in Test, measurement & validation?

Advantest (rank 26).

Where is Keysight Technologies based and when was it founded?

Keysight Technologies is based in Santa Rosa, California, United States.

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