Core Insights - Celestica Inc. has launched two new data center switches, the DS6000 and DS6001, which double the capacity of its existing 800G solutions to meet the demands of AI networking [1][7] - The new switches are based on Broadcom's Tomahawk 6 Ethernet switch chip and are designed for high bandwidth and low latency, catering to modern AI and machine learning workloads [1][2] Product Launch and Features - The DS6000 is a 64-port switch for traditional air-cooled data centers, while the DS6001 is designed for hybrid cooling environments, utilizing both air and liquid cooling [2] - Both switches support an open-source Network Operating System, enabling versatile deployment across various use cases from data centers to edge computing [2] Market Position and Growth Drivers - Celestica is benefiting from the generative AI boom, with strong demand for AI/ML and networking products from hyperscale customers [3][4] - The company has a diverse product portfolio essential for AI applications, which has contributed to healthy revenue growth [3][4] Strategic Focus and Innovation - The increasing demand for AI-based applications is driving the need for Celestica's enterprise-level data communications and infrastructure products [4][6] - The company is focusing on product diversification and expanding its presence in high-value markets to capitalize on the growing AI workload demands [6][8] Financial Performance - Celestica's stock has increased by 285.9% over the past year, significantly outperforming the industry average of 30.7% and competitors like Flex Ltd. and Jabil Inc. [9] - Earnings estimates for 2025 and 2026 have risen by 25.3% to $5.55 and 17.1% to $6.78, respectively, indicating optimism about the company's growth potential [11] Research and Development - The company has strong research and development capabilities, allowing it to produce complex technology infrastructure products for various industries, enhancing business resilience [8][12] - As production volumes scale up and costs decrease, the new data center switches are expected to see increased adoption, further fueling growth [12]

Core Insights - Celestica Inc. has launched two new 1.6TbE data center switches, the DS6000 and DS6001, aimed at high-bandwidth AI/ML applications, contributing to the OCP Community and listing them on the OCP Marketplace with OCP Inspired™ recognition [1][2][3] Product Specifications - The DS6000 is a 3RU, 64-port switch designed for traditional air-cooled data centers, while the DS6001 is a 2U, 64-port hybrid-cooled switch optimized for the 21-inch OCP ORv3 rack [2][4] - Both switches utilize the Broadcom Tomahawk 6 chipset, providing a total switching capacity of up to 102.4Tbps, effectively doubling the capacity compared to Celestica's existing 800G solutions [2][8] - The DS6000 and DS6001 include advanced AI routing features and interconnect options tailored for AI clusters [2][3] Market Position and Recognition - Celestica has been recognized as a leader in high-speed and AI networking, having received the 2024 Dell'Oro Market Share Leader Awards for both Ethernet Switch – AI Networks and High-Speed Networks (> 800 G) [8][9] - The introduction of the DS6000 and DS6001 switches reinforces Celestica's commitment to addressing the future needs of AI networking and its understanding of enterprise customer requirements for reliability and performance [9][10] Industry Collaboration - The new switches will be showcased at the OCP Global Summit 2025, highlighting Celestica's role in the open networking ecosystem [6][7] - The collaboration with Broadcom on the Tomahawk 6 chipset emphasizes the innovation in delivering solutions optimized for modern AI workloads [7][8] Customer Benefits - The DS6000 and DS6001 switches offer significant advantages, including high performance, energy efficiency, and flexibility in port speeds ranging from 50GbE to 800GbE [8][9] - Both switches support an open-source Network Operating System (NOS) approach, enhancing deployment versatility across various use cases [5][6]