Leaderboards / L5 Training & Inference / #4

Celestica

EMS / ODM whitebox networking supplier. Hyperscaler 400G / 800G switch builds — direct sole-source disclosed in earnings. AI-driven networking revenue the named growth segment 2024-2026.

Rank in layer

Confirmed customers

–

Recent engine activity · 90 day window

Customer wins

Partnerships

Capital events

Hiring (60d)

Customer wins

1 signal in window

Customer
2026-06-01
Celestica was awarded a hyperscaler program to design and manufacture a 1.6 Terabit CPO Ethernet switch (HPS Program) for AI scale-out networks, with production ramp expected in 2027.
↗ barchart.com

Product launches

7 launches in window

Celestica announced a $1 billion capital expenditure plan for 2026 to fund new capacity for AI infrastructure, financed entirely through operating cash flow.
2026-06-01
funding-research
↗ barchart.com
Celestica provided an update on new operational facilities in Fort Worth, Texas to support capacity expansion.
2026-05-13
funding-research
↗ barchart.com
Celestica made its DS6000-Series 1.6TbE Ethernet Switches available to order.
2026-04-29
funding-research
↗ finance.yahoo.com
Celestica's DS6000-Series 1.6TbE Switches became available to order, accelerating AI-scale networking.
2026-04-29
funding-research
↗ barchart.com
On April 29, 2026, Celestica announced that its DS6000-Series 1.6TbE Switches are now available to order, targeting AI-scale networking.
2026-04-29
funding-research
↗ finance.yahoo.com
Celestica announced its DS6000-Series 1.6TbE switches are available to order, supporting AI-scale networking with co-packaged optics.
2026-04-29
funding-research
↗ barchart.com
Celestica announced availability of DS6000-Series 1.6TbE Switches for order to accelerate AI-scale networking.
2026-04-29
funding-research
↗ barchart.com

Hiring focus

26 roles posted in last 60 days

other

26 active postings

Active in

Products this company is committing to per engine analysis

Celestica AMD Helios Rack-Scale AI Platform/ai-server-rack-systems
1.6 Terabit CPO Ethernet Switch (HPS Program)/ai-server-rack-systems
1.6T Co-Packaged Optics (CPO) Ethernet Switch/ai-networking
Merchant AI Networking Switch ASIC (Tomahawk 6 / Silicon One)/ai-networking
Rack-Scale AI Compute Platform (Helios)/ai-networking
NVIDIA GB200 NVL72 rack platform/ai-server-rack-systems
1.6 Terabit CPO Ethernet switch (Celestica DS6000-Series / HPS Program)/ai-server-rack-systems
AMD Helios Rack-Scale AI Platform/ai-server-rack-systems
AI rack-level integration (contract manufacturing service)/ai-server-rack-systems

Leaderboard updated 2026-06-12 · Methodology