Celestica provided boards, racks and systems for Broadcom and OpenAI’s new Jalapeno AI chip, supporting infrastructure for gigawatt-scale data centers starting 2026. Shares of Celestica surged more than 5% following the announcement, highlighting market confidence in its role within the AI compute supply chain.
Celestica engineered and delivered the critical boards, racks and systems integrating Broadcom’s silicon and networking technologies with OpenAI’s Jalapeno processor. This hardware underpins the high-density configuration required for large-scale AI inference workloads and positions Celestica at the core of the new compute ecosystem.
On the day of the announcement, Celestica shares climbed more than 5%, reflecting investor optimism over its strategic partnership with Broadcom and OpenAI. The surge underscores growing confidence in Celestica’s ability to capitalize on demand for specialized AI infrastructure.
Broadcom will begin deploying the Jalapeno platform in gigawatt-scale data centers with Microsoft and other partners starting in 2026. As part of a multi-generation compute roadmap, Celestica is set to support successive chip iterations and large-scale integration services.
Marketwatch
