Viavi Solutions Inc. executives highlighted accelerating demand from data centers and defense sectors as primary growth engines during the Rosenblatt AI Investment Summit on Tuesday.
The optical test and measurement equipment provider noted that artificial intelligence infrastructure deployments, including high-speed interconnects and advanced packaging, are driving orders for its high-performance testing solutions. Defense applications, particularly in radar and electronic warfare systems, also contributed to sustained demand, the company said.
Viavi, which supplies critical components for semiconductor manufacturing and network infrastructure, reported that both segments have shown resilience despite broader macroeconomic headwinds. The company’s focus on AI-related and defense markets aligns with industry trends favoring secure, high-bandwidth technologies.
Analysts at the summit emphasized that Viavi’s positioning in these sectors could provide a buffer against cyclical downturns in consumer electronics and telecom equipment. The company’s latest product lines cater to 400G and 800G optical interconnects, which are increasingly deployed in AI data centers.
Viavi did not provide specific revenue guidance but reiterated confidence in its growth trajectory, citing backlog visibility and strong order momentum in both data center and defense verticals.
