{"city":"Santa Rosa","name":"Keysight Technologies","slug":"keysight-technologies","facts":[{"date":"2026-08-20","type":"revenue","value":"Commercial Communications first USD 1 billion quarter","source":"finance.biggo.com and rcrwireless.com"},{"date":"2026-08-20","type":"revenue_band","value":"USD 1.93 billion to USD 1.95 billion","source":"convergedigest.com and finance.biggo.com"},{"date":"2026-08-20","type":"revenue","value":"CSG revenue","source":"convergedigest.com and finance.biggo.com"},{"date":"2026-08-20","type":"revenue","value":"USD 1846000000","source":"convergedigest.com and finance.biggo.com"},{"date":"2026-06-30","type":"product_launch","value":"WIN Semiconductors integrated its NP 120P GaN process design kit with Keysight design and simulation tools","source":"semiconductor-today.com"},{"date":"2026-03-11","type":"product_launch","value":"Functional Interconnect Test Solutions portfolio and FITS-8CH for digital-layer BER and FEC validation of PAM4 electrical lanes","source":"businesswire.com via stocktitan.net"}],"peers":[{"name":"Advantest","rank":26,"slug":"advantest","score":"94"}],"stage":null,"state":"California","aliases":["Keysight Technologies, Inc.","AresONE","KAI"],"country":"United States","domains":[{"why":"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.","list":"AI Infra 100","rank":24,"tier":"member","layer":"Networking & interconnect","total":96,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":8,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":8,"technology":10},"edition":"November 2026","segment":"Test, measurement & validation"}],"founded":null,"signals":[{"date":"2026-10-19","header":"Keysight, the University of Glasgow, NPL and MPI developed broadband characterization for sub-THz semiconductor devices.","outlet":"semiconductor-today.com"},{"date":"2026-10-12","header":"Keysight Technologies, the University of Glasgow, NPL, and MPI Corporation developed a broadband characterization approach for sub-THz ICs.","outlet":"Electronics Weekly"},{"date":"2026-09-22","header":"Funzin joined a KAI-led K-on-device AI semiconductor project for military vertical AI.","outlet":"Robot News"},{"date":"2026-09-21","header":"KAI and Supergate collaborate on AI drone platform development with national budget project","outlet":"Robot News"},{"date":"2026-08-17","header":"Stripe’s internal Kai AI tool reached 83% weekly and 60% daily active usage.","outlet":"a16z"},{"date":"2026-07-08","header":"Transporter-17 carried Earth-observation payloads from ICEYE, Planet Labs, and KAI.","outlet":"sorae"}],"website":"keysight.com","category":"AI Infra · Semiconductor equipment, materials & critical inputs","categories":[{"name":"Test, measurement & validation","domain":"AI Core","parent":"AI Infra · Networking & interconnect"}],"last_round":null,"updated_at":"2026-10-20T10:00:55.936+00:00","facts_total":28,"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.","sub_category":"EDA & design tools","signals_total":40,"url":"https://www.frontiertechintelligence.com/companies/keysight-technologies","title":"Keysight Technologies · ai core, Santa Rosa, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"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. AI Infra 100 rank 24 (score 96) 40 signals and 28 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}