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Celestica makes DS6000-series 1.6TbE switches available for order, positioning its networking hardware for large-scale AI infrastructure.

Celestica makes DS6000-series 1.6TbE switches available for order, positioning its networking hardware for large-scale AI infrastructure.

3 Key Points

  1. Celestica Inc. recently made its DS6000-series 1.6TbE switches available for order, featuring high-bandwidth, air- and hybrid-cooled platforms powered by Broadcom Tomahawk 6 silicon to support AI and machine learning data center back-end networks.

  2. The switches align with open standards such as UEC and OCP ESUN, positioning Celestica's networking hardware as a foundational building block for large-scale 'AI factory' infrastructure. The company's revolving credit facility was expanded to US$1,750.0 million and debt maturities extended to 2031.

  3. The DS6000 1.6TbE launch directly supports Celestica's near-term catalyst of AI data center buildouts, though the company remains exposed to customer concentration risk, with revenue heavily concentrated among a few hyperscaler customers.

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