Will Celestica's Latest Portfolio Expansion Buoy CLS Stock?
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Celestica Inc. CLS recently launched DS4100 – a 1U 800G per port top-of-rack, leaf/spine switch – to cater to the high-bandwidth demands of data center networking across the enterprise, service provider and cloud provider domains. The latest addition to the Hardware Platform Solutions portfolio will help Celestica offer a comprehensive 800G data center switch lineup for demanding applications like artificial intelligence/machine learning (AI/ML) with the redundancy and flexibility required of modern data centers.
Designed with Broadcom Inc. AVGO TH4-12.8T switch chipset, the DS4100 features 16x 800G OSFP ports, delivering 12.8Tbps non-blocking switching capacity in a compact 1U form factor with field-replaceable fans and redundant hot-swappable power supplies. In addition, it is powered by an x86-based CPU, delivering high performance to address a variety of critical data center applications.
With more than 25 years of experience in manufacturing backed by a simplified and optimized global network, Celestica is committed to delivering next-generation, cloud-optimized data storage and industry-leading networking solutions to help customers balance performance, power efficiency and space as technologies evolve. The newly launched product reinforces these commitments being optimized for key use cases in AI/ML and Big Data Analytics, hyperscale data centers and cloud computing, high-performance computing and network backbone.
Portfolio Strength: CLS’ Key Growth Driver
Celestia had benefited from the ongoing generative AI boom, thanks to the solid demand trends for AI/ML compute and networking products from hyperscale customers. In addition to the high-performance 800G family of network switches (which are vital for data centers that power AI applications) and storage solutions like the SC6100 controller and SD6200 platform (which provide efficient and scalable data storage for AI), Celestia offers Photonic Fabric – an optical compute and memory fabric solution capable of supercharging AI infrastructure. This solution provides a foundational technology to advance AI while maintaining scalable, sustainable and profitable business models.
By integrating next-generation networking products with silicon photonics packaging solutions, Celestica aims to optimize supply chain solutions to reduce time to market. The data center switches combined with optical transceivers have the potential to handle and sustain high volumes of both inbound and outbound network traffic and cater to the demand for data center bandwidth for supporting AI/ML and data analytics applications. These state-of-the-art products have translated into solid top-line growth in recent years.
