Overview
- Celestica said its DS6000 switches are now available to order for use as the high‑speed backbone of generative AI and machine‑learning clusters.
- The systems use Broadcom’s Tomahawk 6 chip, deliver up to 102.4 Tbps of non‑blocking capacity, and expose 64 ports of 1.6‑terabit Ethernet.
- Customers can pick a 3RU air‑cooled model for 19‑inch racks or a 2OU hybrid‑cooled version for 21‑inch Open Compute racks, both designed to run SONiC and align with Ultra Ethernet and OCP specs.
- The company is shifting deeper into AI infrastructure, with its Connectivity and Cloud Solutions unit at about 80% of revenue and new hyperscaler agreements extending into 2028.
- Rothschild & Co Redburn initiated coverage with a Buy and a $460 target, while CIBC raised its target to $480 with Outperform, even as notes flag risks from chip supply, heavy capital spending, and customer concentration.