TSX:CLSElectronic
Celestica (TSX:CLS) Is Up 6.3% After Deepening Its Role In AMD’s Helios AI Platform - Has The Bull Case Changed?
In March 2026, AMD and Celestica announced a collaboration to bring the Helios rack-scale AI platform to market, with Celestica leading R&D, design, and manufacturing of scale-up networking switches based on the Open Compute Project’s Open-Rack-Wide form factor.
An interesting angle is that Celestica’s role in supplying the advanced networking switches for AMD’s next-generation Instinct MI450 GPUs could deepen its involvement in large-scale AI infrastructure across cloud, enterprise, and...