UBS sees sizable upside in five former Bitcoin miners repurposing their power assets for AI data centers, arguing that scarce grid access and contracted capacity position them to benefit as computing demand surges, though execution and tenant risks remain. Other market coverage points to potential beneficiaries across the broader buildout—including Quanta Services, Keysight, Amphenol, Tutor Perini and Viavi—while noting that higher rates and inflation may complicate the investment outlook.

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About VIAVI Solutions

Viavi Solutions (stylized VIAVI Solutions), formerly part of JDS Uniphase Corporation (JDSU), is an American network test, measurement and assurance technology company based in Chandler, Arizona. The company manufactures testing and monitoring equipment for networks. It also develops optical technology used for a range of applications including material quality control, currency anti-counterfeiting and 3D motion sensing, including Microsoft's Kinect video game controller.

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