How Google’s TPU Assembly Shift Could Reshape Celestica’s Hyperscaler Exposure (TSX:CLS) Investors
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How Google’s TPU Assembly Shift Could Reshape Celestica’s Hyperscaler Exposure (TSX:CLS) Investors
In recent days, reports that Google is shifting some tensor processing unit (TPU) server assembly work from Celestica to additional suppliers have raised questions about the company’s role in future AI infrastructure programs. Amid this customer-sourcing uncertainty, Celestica’s strong positioning in AI data center hardware and networking ...
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