Celestica jumps as 1.6TbE AI data-center switches open for orders
CLS•Celestica shares are higher as investors react to fresh AI-networking momentum, after the company said its DS6000-series 1.6TbE data-center switches are now available to order for initial customers. The move follows Celestica’s late-April Q1 2026 beat and raised 2026 outlook, keeping attention on accelerating hyperscaler-driven demand.
1. What’s driving the stock today
Celestica (CLS) is moving higher as the market focuses on an incremental catalyst in its AI infrastructure exposure: the company announced that its DS6000-series 1.6TbE switches are now available to order for initial customers, positioning it for the next wave of high-speed data-center switching demand tied to generative AI workloads. (corporate.celestica.com)
2. Why it matters now
The product availability update lands shortly after Celestica reported first-quarter 2026 results and reiterated a stronger outlook narrative in data-center infrastructure and advanced technology solutions. In late April, Celestica reported Q1 2026 results and discussed its updated 2026 outlook and Q2 guidance, which helped frame the stock as a beneficiary of accelerating AI and hyperscale build-outs. (fool.com)
3. Recent backdrop: AI networking and platform wins
Beyond merchant switching, Celestica has been expanding its role in AI-scale networking platforms. In March 2026, Celestica and AMD announced a collaboration tied to AMD’s “Helios” rack-scale AI architecture, with Celestica taking on R&D, design and manufacturing for scale-up networking switches—another data point reinforcing that the company is moving up the value chain in AI infrastructure. (corporate.celestica.com)
