Celestica Clears a High Bar with More Upside to Come: What It Means for CLS

Posted on by Eben@CANSLIM Research

In a report examining Celestica’s Q3 26 results and investor day and why the bar was cleared with more gains to come, the analysis argues that management is continuing to embed significant conservatism into its 2027 figures. The central claim is that Celestica appears to be haircutting Broadcom’s plan for a 1.3 GW deployment of the OpenAI Jalapeno programme, even though the supply chain is planning for the full amount. The report calculates that 1.3 GW multiplied by 4.3k Jalapeno racks per GW and 128 ASICs per rack implies roughly 720k ASIC units, consistent with supply-chain commentary of about 700k units.

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