Celestica: Contract Manufacturer Could Benefit from OpenAI Plans for AI Data Centers – Goldman Sachs Upgrades to $340 (Buy)!
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Celestica (CLS) is considered a leading provider of electronic manufacturing services, currently benefiting greatly from the AI infrastructure expansion of hyperscalers. The Connectivity & Cloud Solutions (CCS) segment, which accounts for 72% of all revenues, delivers enclosures, power supplies, cabling, and switches. On October 10, a new family of 1.6-terabit Ethernet data center switches, DS6000 and DS6001, was introduced, designed with comprehensive AI routing features and connectivity options specifically for AI/ML cluster applications....
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