Celestica expects 2027 revenue growth to accelerate beyond the 65% projected for 2026. Management attributes this outlook to multi-billion-dollar AI infrastructure programs. Customer capacity commitments now extend into 2028 and 2029.
The company is currently involved in ten 1.6T programs. Its 800G networking business continues to see sustained growth.
Celestica will begin high-volume production of custom racks for OpenAI in 2027. It will also commence manufacturing for AMD’s Helios AI platform that same year.