Core Insights - Keysight Technologies, Inc. (KEYS) has partnered with Point2 Technology to address connectivity challenges in hyperscale AI data centers by testing next-generation, multi-terabit interconnects [1] Group 1: Partnership and Technology Development - Keysight will utilize its high-speed digital test solutions, including the M8050A High-Performance Bit Error Ratio Tester (BERT) and DCA-X Sampling Oscilloscopes, to evaluate Point2's e-Tube technology [2] - The collaboration enables Keysight to generate and analyze complex 120 GBaud PAM4 signals necessary for achieving ultra-fast 1.6-terabit data speeds, thereby enhancing advanced testing and interconnect technologies [3] - Keysight is also engaged in early research on 3.2T interfaces using its 448 Gbps signal generation and advanced testing tools [2][3] Group 2: Strategic Collaborations - Keysight is collaborating with NVIDIA Corporation (NVDA) to advance hybrid quantum and AI computing by integrating high-performance control systems with AI-driven infrastructure [4] Group 3: Competitive Landscape - Keysight faces competition from Viavi Solutions Inc. (VIAV) and Teradyne, Inc. (TER), with Viavi working on a test system for Open RAN products and Teradyne partnering with MultiLane for advanced test solutions [5][6] Group 4: Financial Performance and Valuation - Keysight's shares have increased by 29.7% over the past year, compared to the industry's growth of 35.1% [7] - The company's shares are currently trading at a forward 12-month earnings multiple of 26.53, which is lower than the industry average of 30.93 [10] - Earnings estimates for Keysight for 2026 have risen by 1.1% to $8.03, while estimates for 2027 have increased by 2.1% to $9.25 over the past 60 days [11]