TSX:CLSElectronic
How Google’s TPU Assembly Shift At Celestica (TSX:CLS) Has Changed Its Investment Story
Recently, reports indicated that Google is shifting some tensor processing unit server assembly away from Celestica to additional suppliers, raising questions about the company’s role in this high-profile hardware program.
At the same time, Celestica remains positioned within broader AI data center infrastructure spending, where analysts highlight its exposure to complex, higher-value hardware programs.
We’ll now examine how the potential reshaping of Celestica’s Google TPU exposure...