Celestica: AI Bottleneck Shifts from GPUs to Other Components
ByAinvest
Tuesday, Mar 24, 2026 1:53 pm ET1min read
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Celestica's AI infrastructure opportunity has shifted from GPU bottlenecks to other supply constraints. Despite this, the market has not caught up with the changing landscape. The company's expertise in AI and its experience with supply chain challenges position it well to capitalize on emerging opportunities.
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