By Simply Wall St
Publication Date: 2026-01-29 02:16:00
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Reports indicate Google is reconsidering how it allocates AI server assembly work across suppliers, including Celestica (TSX:CLS).
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Celestica is reported to have played a role in assembling Google AI servers, with some work potentially shifting to other manufacturers.
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The timing and scale of any changes to this customer relationship have not been clearly defined, which is drawing investor attention.
Celestica, listed as TSX:CLS, focuses on electronics manufacturing services and hardware platforms, including data center and cloud infrastructure. As AI infrastructure spending gains attention, being part of the supply chain for hyperscale customers such as Google can influence how investors think about the company’s positioning. Any adjustment in that business, even without precise figures, can shape how concentrated or diversified its revenue base…
