The AI Boom Powering Celestica

Celestica secured hyperscaler agreements extending into 2028, improving demand visibility and reducing cancellation risk across major AI infrastructure programs. Communications and Cloud Solutions now represent 80% of revenue, driven by accelerating 800G and emerging 1.6T deployments. Management forecasts FY27 revenue above $25.5 billion as liquid cooling, rack-scale AI, and co-packaged optics demand accelerates.