The A.I. Daily
Celestica posts strong Q3 as AI data center build-out accelerates
SemiAnalysis expects global data center capacity additions to reach 51.2 GW in 2027, more than double this year's 25 GW. Celestica reported strong third-quarter results on Oct. 26 and its shares rose 12%, with the article arguing it could grow faster than Nvidia on AI infrastructure spending.