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Delayed market data for orientation only — verify before relying on it.
Apollo & Blackstone Close $35B Private Credit Deal for Anthropic Compute
“Celestica builds AI server and networking hardware for hyperscalers, flying under the radar.”
Nvidia Invests $2B in Marvell, Expands AI Datacenter & Optical Interconnect Partnership
“Celestica assembles AI datacenter hardware — Marvell-powered custom rack designs increase Celestica build volume.”
AMD & Meta Deploy 6 Gigawatts of AMD GPUs in Expanded Partnership
“Celestica is a top EMS provider building hyperscaler AI compute and networking hardware.”
Amazon's $17.5B AI Debt Raise Signals $200B Capex Supercycle
“Contract manufacturer for hyperscaler AI server hardware — Amazon's capex flows through Celestica's rack-scale assembly.”
AMD AI CPU Super Cycle: Server TAM $120B by 2030, Q2 Server Rev +70% YoY
“Celestica is AMD's quiet ODM partner for hyperscaler custom server designs — CPU super cycle is direct revenue.”
IREN Signs $1.6B Dell Blackwell AI Systems Deal to Power $3.4B Cloud Contract
“Contract manufacturer building AI server components and subsystems in Dell's Blackwell supply chain.”
Apple ships Gemini-powered Siri and opens iPhone to third-party AI
“Key assembler of Google's AI server racks as TPU capacity scales.”
Educational analysis only — not financial advice.