COMPANIES · SERVERS & AI FACTORIES

Celestica

Celestica is a Toronto-based contract designer and manufacturer of electronics, best known today for building networking switches, servers and storage hardware for data-center operators, alongside products for aerospace, defense, industrial and healthcare customers.

EnablerServers & AI factories
What it does

Celestica is a Toronto-based contract designer and manufacturer of electronics, best known today for building networking switches, servers and storage hardware for data-center operators, alongside products for aerospace, defense, industrial and healthcare customers.

Why it matters

It designs and builds data-center switches and compute hardware for hyperscalers, and names Google, Meta and Amazon among its customers. Its Connectivity & Cloud Solutions segment has grown sharply with AI data-center spending, and in 2026 it agreed to design and manufacture scale-up networking switches for AMD's Helios AI rack.

How it makes money

Hyperscalers, networking and IT companies, and aerospace, industrial and healthcare firms pay it to design, engineer, manufacture and supply hardware and hardware platforms.

Geography

Canada (Toronto, Ontario)

AI stack position

Servers and AI factories. The companies that assemble chips, memory and networking into complete servers and racks, turning individual components into the working computers that actually train and run AI models.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (4)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (3)

Celestica manufactures data-center hardware for Google (Alphabet subsidiary)
Manufactures forCurrent
Celestica's FY2025 annual report lists Google among the customers of its Connectivity & Cloud Solutions segment.

Source: 2026-02-27 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating (FY2025)

Limits: A customer-list mention only; does not say which products Celestica builds for Google, revenue attributable to Google, contract length, or exclusivity. The filing names 10%-plus customers only by percentage, not by name.

Celestica Inc. Form 10-K for fiscal year 2025 ↗
Celestica manufactures data-center hardware for Meta Platforms
Manufactures forCurrent
Celestica's FY2025 annual report lists Meta Platforms among the customers of its Connectivity & Cloud Solutions segment.

Source: 2026-02-27 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating (FY2025)

Limits: A customer-list mention only; does not say which products Celestica builds for Meta Platforms, revenue attributable to Meta Platforms, contract length, or exclusivity. The filing names 10%-plus customers only by percentage, not by name.

Celestica Inc. Form 10-K for fiscal year 2025 ↗
Celestica manufactures data-center hardware for Ciena
Manufactures forCurrent
Celestica's FY2025 annual report lists Ciena among the customers of its Connectivity & Cloud Solutions segment.

Source: 2026-02-27 · reviewed 2026-09-26

Evidence: Primary-source statement · Reported operating (FY2025)

Limits: A customer-list mention only; does not say which products Celestica builds for Ciena, revenue attributable to Ciena, contract length, or exclusivity. The filing names 10%-plus customers only by percentage, not by name.

Celestica Inc. Form 10-K for fiscal year 2025 ↗

Dated or announced (1)

Celestica announced switch design and manufacturing collaboration with AMD
Co-develops withDated / announced
Celestica and AMD announced that Celestica will undertake R&D, design and manufacturing of scale-up networking switches for AMD's Helios rack-scale AI architecture.

Source: 2026-03-16 · reviewed 2026-09-26

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Announcement only; does not establish shipment volumes, timing of deployments, pricing, or exclusivity, or which end customers will buy the racks.

Celestica and AMD Announce Collaboration to Advance the Next Era of AI with Helios Rack-Scale AI Platform ↗
Evidence for this profile

Celestica Announces Second Quarter 2026 Financial Results ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .