# Celestica shifts toward AI infrastructure co-design, posts strong 2026 outlook > Source: > Published: 2026-05-28 14:35:48.014527+00:00 # Celestica shifts toward AI infrastructure co-design, posts strong 2026 outlook Per Seeking Alpha, **Celestica** is reframing its business from pure contract manufacturer toward co-design and supply for AI infrastructure, capturing demand tied to **800G** and **1.6T** Ethernet and cluster switches. Seeking Alpha reports **Q1 2026** revenue growth of **53%** and guidance implying **68%** adjusted EPS growth for 2026. The article assigns a Buy rating while flagging high customer concentration, scaling and execution risks, and a valuation that depends on sustained multi-year AI infrastructure growth (Seeking Alpha). Editorial analysis: industry observers should view this as a company-level example of traditional electronics manufacturers moving up the stack to serve hyperscalers and networking OEMs, which often requires deeper engineering partnerships and longer sales cycles. ### What happened Per Seeking Alpha, **Celestica** is described as evolving from a contract manufacturer into an AI infrastructure co-designer and supplier, with the article assigning a Buy rating. Seeking Alpha reports **Q1 2026** results showing **53%** revenue growth and guidance implying **68%** adjusted EPS growth for 2026. The piece highlights Celestica's market share exposure to high-bandwidth Ethernet, specifically **800G** and **1.6T**, and demand for AI cluster switches among hyperscalers. ### Editorial analysis - technical context Companies that move from box-build manufacturing into co-design roles typically take on deeper systems engineering responsibilities, broader firmware and PCB design integration, and closer performance validation with customers. Industry-pattern observations: this often lengthens lead times and increases program-management complexity compared with pure contract manufacturing. ### Context and significance Editorial analysis: for practitioners, the story illustrates a wider sourcing trend where hyperscalers and networking OEMs push for partners that can co-engineer at the board and system level to meet high-throughput, low-latency AI networking requirements. This increases the importance of supply-chain resilience, test infrastructure, and thermal/mechanical validation capabilities across vendors. ### What to watch Indicators include customer concentration metrics reported in future filings, margin expansion or contraction as Celestica takes on design risk, and adoption pace of **800G**/1.6T deployments by hyperscalers as documented by industry reports. Reporting by Seeking Alpha does not include direct quotes from Celestica on strategic rationale, and the company has not been quoted in the article on these points. ## Scoring Rationale This is a notable company-level development for AI infrastructure supply chains: it matters to practitioners tracking vendor capabilities and procurement, but it is not a frontier-model or market-changing release. The article mixes strong financial growth with execution and concentration risks. Practice interview problems based on real data 1,500+ SQL & Python problems across 15 industry datasets — the exact type of data you work with. [Try 250 free problems](/problems)