Keysight Technologies vs Monolithic Power Systems
Side-by-side comparison of AI visibility scores, market position, and capabilities
Santa Rosa electronic test and measurement (NYSE: KEYS) at ~$5B revenue; record Q4 with 14% order growth driven by AI datacenter testing and 6G research, Spirent $1.5B acquisition (2024) competing with Rohde & Schwarz.
About
Keysight Technologies, Inc. is a Santa Rosa, California-based electronic design, test, and measurement solutions company — publicly traded on the New York Stock Exchange (NYSE: KEYS) as an S&P 500 Information Technology component — providing hardware instruments, software platforms, and services for designing, testing, and validating electronic systems across 5G/6G wireless, AI data center infrastructure, aerospace and defense, automotive, and quantum computing through approximately 15,500 employees with approximately $5 billion in annual revenue. Keysight's heritage traces to Hewlett-Packard's test and measurement division (founded 1939), which became Agilent Technologies in 1999 and spun off Keysight as an independent company in 2014. In its most recent fiscal quarter, Keysight reported 14% order growth, 10% revenue growth to $1.42 billion, and 16% higher adjusted EPS — its best quarterly performance in two years — driven by demand for AI data center testing, early 6G wireless infrastructure research, and defense electronics modernization, alongside contributions from three major acquisitions completed in October 2024. The company's key acquisitions include Spirent Communications ($1.5 billion, 2024, network test and cybersecurity validation), ESI Group ($1 billion, 2023, electromagnetic simulation), and Ixia ($1.6 billion, 2017, network testing). Keysight's PathWave software platform integrates design simulation, test automation, and analytics workflows into a unified environment that semiconductor and wireless chipset teams use to accelerate development cycles from simulation to hardware validation.
San Jose power management semiconductors (NASDAQ: MPWR) Q3 2025 revenue $737.2M (+18.9% YoY); Enterprise Data $191.5M (+33% QoQ) powering NVIDIA/Google/AMD AI GPU clusters, competing with Texas Instruments and Analog Devices.
About
Monolithic Power Systems, Inc. (MPS) is a San Jose, California-based analog and mixed-signal semiconductor company — publicly traded on NASDAQ (NASDAQ: MPWR) as an S&P 500 Information Technology component — designing high-performance power management integrated circuits for computing, cloud infrastructure, storage, automotive, industrial, and consumer applications through approximately 3,800 employees worldwide. In Q3 2025, Monolithic Power Systems reported revenue of $737.2 million (+10.9% sequentially, +18.9% year-over-year), with the Enterprise Data segment (AI server power management) reaching $191.5 million (+33% from Q2 2025) driven by strong demand for power management solutions in next-generation AI platforms from NVIDIA, Google, and AMD. CEO Michael Hsing founded MPS in 1997 and has led the company's growth from a consumer LED driver manufacturer to an AI infrastructure power management leader — with MPS power ICs now embedded in NVIDIA H100, H200, and GB200 GPU clusters as the voltage regulators that convert rack power supply voltage to the precise low-voltage, high-current supply that GPU cores require during AI training inference. MPS's proprietary Intelli-Phase multiphase power architecture delivers 99%+ efficiency for high-density AI compute power delivery — a competitive differentiation that directly affects data center PUE (power usage effectiveness) at scale.
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