AI Data Center DeploymentsCelestica is viewed as a winner amongst growing AI data center build deployments due to their competitive advantage in engineering and the ability to quickly and reliably scale production.
Market Position And ValuationThe stock merits a premium multiple based on CLS's customer exposure and market position, with potential for further upside.
Revenue GrowthSignificant revenue opportunities are expected for CLS from its role as a key supplier for OpenAI's AVGO-based racks, with a potential $100-150B revenue opportunity.