Why Celestica is a Massive Winner from Google's CapEx Bonanza

Core Viewpoint - Alphabet announced a capital expenditure guidance of $175-$185 billion for 2026, indicating a significant increase of 97% year-over-year in spending [1] Summary by Relevant Categories Capital Expenditure - The projected capital expenditure for 2026 is set between $175 billion and $185 billion [1] - This represents a substantial increase of 97% compared to the previous year [1]