$Celestica(CLS)$ The AI sector is entering a new phase of growth, with increasing demand in networking and connectivity, especially as the focus shifts toward AI inference and network expansion. Celestica stands to benefit from this trend, as its business continues to thrive. Hyperscale customers are showing clear signs of redirecting more capital expenditure toward the company's cloud communication products.

Additionally, the company’s profit margins have reached their highest levels in a decade, demonstrating strong profitability and market competitiveness. With the ongoing upgrades in AI infrastructure, Celestica has significant growth potential and could see even greater opportunities ahead.