Infrastructure and data centers · Starter · Independent

Celestica

Builds the white-box Ethernet switches many hyperscalers buy.

78OVRRotationDraft · rated on 3 of 6

Ratings

Celestica led Ethernet AI back-end switch sales in 2Q26 (Dell'Oro) by building to the specification of the largest cloud buyers, who could move design in-house.

Dominance87draft
Led Ethernet AI back-end switch sales in 2Q26, and with Nvidia held a combined 50% share in 2025 (Dell'Oro).
sourced delloro.com
Momentumunrated
The Atlas gives no growth figure and no stated direction for this company.
Leverage64draft
Builds the switches to the specification of the largest cloud buyers.
sourced delloro.com
Network base 50, judgment +14.
Durability74draft
Its named risk is buyers moving design in-house or to branded vendors, a meaningful concentration on large cloud buyers.
sourced delloro.com
Firepowerunrated
The Atlas states no cash, raise, profit, debt or spending commitment for this company.
Deal Heatunrated
The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

TickerNYSE: CLS

ListedPublic

HQToronto, Ontario, Canada

Founded1996

CEORobert A. Mionis

Profile

Builds the white-box Ethernet switches many hyperscalers buy.

Infrastructure and data centers · Networking · Starter

Key figure Led Ethernet AI back-end switch sales in 2Q26 (Dell'Oro).

Why it leads Builds switches to the specification of the largest cloud buyers.

What could change it Buyers moving design in-house or to branded vendors.

sourced delloro.com

Connections

The Atlas draws no relationships for this company yet.

See Celestica and its connections on the map →

Sector standing

No. 5 of 32 rated in Infrastructure and data centers

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric.