Industry Applicationshyperscalersnetworking hardwaremarket sentiment
Celestica Sees Hyperscalers Adopt Next-Gen 800G/1.6T Switches
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5.6
In a Q1 reaction, the author notes Celestica's hyperscaler clients are accelerating adoption of next-gen `800G/1.6T` and CPO switches. The author says they remain bullish on CLS stock.
Scoring Rationale
Notable to networking and hardware observers because hyperscaler adoption implies higher demand; relevant at the sector level rather than industry-changing.
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