Keysight Technologies Sees AI Data-Center Boom, Targets 6G and Defense Growth

Keysight Technologies is capitalizing on the growing demand for AI data-center infrastructure, particularly in the wireline business, with a focus on 1.6T and emerging 3.2T networking technologies. The company is also expanding its manufacturing capacity, supplier agreements, and component sourcing to meet the current demand that is outpacing supply.

Additionally, Keysight is targeting growth in 6G, aerospace and defense, semiconductors, and software-defined vehicles. The company anticipates that 6G acceleration will begin in the first half of 2028, and they plan to maintain investment in the sector while aiming for incremental margins of at least 40% when growth surpasses 5%.

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