entityCLSstock-market
Celestica (CLS)
Notes
Celestica (CLS)
Electronics manufacturing / rack-systems partner named by SemiAnalysis as the system-level designer on OpenAI's Jalapeño inference-ASIC rack (host trays "Katsu" + ASIC trays "Vindaloo"). Tracked here as a second-order rack OEM, not as a new causal chain.
Role in thesis
Named beneficiary of the existing custom-inference / CUDA-erosion and HBM/CoWoS spines — OpenAI's first-gen ASIC still needs a rack, a host CPU, and a scale-up fabric. Does not mint a net-new AI-infrastructure mechanism (cluster already ⚠ overweight). From 2026-08-25-feed-semianalysis-openai-jalapeno-better-than-nvidia.
Key facts
- Jalapeño rack: 16 host CPU trays (two Turin-class AMD EPYC + 1.5 TB DRAM each) paired with 16 ASIC trays (8 Jalapeño ASICs each = 128 XPUs/rack) plus 8 "Chana" scale-up switch trays. "The system level design is done in partnership with Celestica." ~160 kW for the two-rack system. From 2026-08-25-feed-semianalysis-openai-jalapeno-better-than-nvidia.
- Production tokens "coming soon"; volume ramp 2027. Hardware (how much they can produce and dock-to-rack) is the stated hurdle, not software.
- 2026-08-25 close $306.86 (+4.17%, −35.3% off 52w high).
twelvedata. Cheap relative to its high; not ranked — cluster overweight, single-source, 2027 ramp.
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