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  5. CLS: Celestica is down significantly in the last few days since the Digitimes report regarding the fact that Google's tensor processing unit servers may be assembled by another supplier. [Celestica Inc.]

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Q: Celestica is down significantly in the last few days since the Digitimes report regarding the fact that Google's tensor processing unit servers may be assembled by another supplier. Please comment. Is this an opportunity to pick up additional shares?
Thanks..Glenn
Asked by Glenn on January 23, 2026
5i Research Answer:
The reports so far are unsubstantiated, but we are of the view that if there is a rival to CLS's...
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