VIAVI

VIAVI makes test and measurement equipment and software used to build, check and secure communication networks and data centers, plus positioning and timing products and specialized optical coatings such as anti-counterfeiting pigments.

Chipmakers and network-equipment vendors use its high-speed Ethernet and optical test gear when developing data-center and AI networking hardware, and it counts AMD, Cisco, Ciena and Nokia among its customers. AI is one demand driver among several; much of its business still serves telecom operators, defense and security printing.

Network equipment makers, chip companies, telecom operators, and defense and security-printing customers pay it for test instruments, software, services and optical products.

United States (Chandler, Arizona)

AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.