Celestica Is Now A De-Risked AI Infrastructure Compounder

2026-01-29 14:35:17 ET

Celestica Inc. ( CLS ) has delivered a strong Q4 beat and raise , underscoring continued durability to its competitive advantage in serving surging AI infrastructure demand. The latest results also directly address recent concerns about key partner Google’s ( GOOG / GOOGL ) potential diversification of its TPU supply chain to rivals. Specifically, management reaffirmed Celestica’s role as Google’s “preferred manufacturing partner” for its data center hardware, including the TPU systems, and disclosed the company’s long-term growth investment plans to support the ongoing partnership....

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