Skip to research
stock3dby Fynca
Explore in 3D

COMPANY RESEARCH / CLS

Celestica

Hyperscale 800G switches, AI racks and Helios switch trays

Published by FyncaResearch checked How we research

Where it fits in an AI server rack

Builds 400G/800G Ethernet switches for hyperscalers and was awarded its first 1.6T switching program (mass production from late 2026) and its first rack-scale AI/ML compute program, with a digital-native customer, ramping in early 2027 (Oct 28, 2025). With AMD it will do the R&D, design and manufacturing of the scale-up networking switches in the ‘Helios’ rack (Mar 16, 2026; availability late 2026).

What the evidence establishes

AI-rack evidence

Disclosed: Celestica’s Q3 2025 results exhibit and the Celestica–AMD release describe its switch programs, the rack-scale AI award and the Helios scale-up switches.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Listed as a rack builder for its own AI servers and racks, not as a supplier of the parts inside.

Component roleHyperscale 800G switches, AI racks and Helios switch trays
EvidenceDisclosed: Celestica’s Q3 2025 results exhibit and the Celestica–AMD release describe its switch programs, the rack-scale AI award and the Helios scale-up switches.
How we knowDisclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so.
Primary sourceCelestica — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Customers are unnamed: three CCS customers were 32%, 17% and 14% of Q2 2026 revenue. Celestica builds switch systems on other companies’ silicon, not switch chips, and its rack-scale compute program ramps only in 2027.

Specialist business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Top-of-rack switch

The rack’s own switch boxes. In the reference design they carry the management network for every tray, while scale-out traffic leaves through each tray’s network cards; other designs also aggregate data traffic here.

Scope of the company links: The rack’s own switches. In NVIDIA’s reference rack the in-rack switches carry the management network, and scale-out traffic leaves through each tray’s SuperNICs to leaf switches. NVIDIA’s Spectrum-X Ethernet switches (SN5000/SN6000) are its reference fabric, and Meta and Oracle said they would adopt them (Oct 13, 2025). Arista (7060 AI leaf, 7800R AI spine), Cisco (Nexus N9000/N9100 and G300 systems), Celestica (hyperscale 800G white-box switches) and Accton’s Edgecore (51.2 Tb/s AIS800-64D) sell Ethernet switches for AI clusters, and Foxconn Industrial Internet reports that its 800G-and-above switch shipments rose more than 13-fold in 2025. The operator decides which switch serves a rack.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

Suggest a correction · Research and market-data disclosures