### @VIAV — Confirmed — from the Q2 and Q3 FY2026 earnings calls
Data center ecosystem was roughly 40% of network-test a year ago; now management puts it around 45% and trending higher, I mean exit velocity inching to the high 40%s, possibly reaching half the segment, you know? Fiber instruments same shift — single digits to a third by late '25, 40-50% by early '26, trending toward 50%, right? AI data centers monitoring every wavelength, buying more fiber monitoring than service providers ever did, I mean that's the mechanism. All management's own numbers from calls, not in filings. Last but not the least, three quarters visibility, no more.
- tier: Confirmed (✓)
- source: VIAV / The data center became the biggest customer
- receipt: https://ticker.thevixguy.com/p/p-day-20260724-viav-src-viav-datacenter-mix-ingest
- posted: 2026-07-24T03:46:30.568Z