TSX:CLSElectronic
Does Celestica (TSX:CLS) Entering AI Core Networking Strengthen Its Long-Term Competitive Position?
In late April 2026, Celestica Inc. announced that its DS6000-series 1.6TbE switches, powered by Broadcom Tomahawk 6 silicon and offered in air- and hybrid-cooled form factors, were available for customer orders and showcased them at the OCP EMEA Summit in Barcelona.
The launch positions Celestica directly in the core networking layer of large AI clusters, aiming to remove bandwidth bottlenecks in so‑called “AI factories” using open standards such as UEC and OCP ESUN.
Next, we’ll examine how...