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Celestica Boosts Portfolio: Should You Take the Bait?

Celestica Inc. (NYSE: CLS) recently announced the commercial availability of SC6100 – a next-generation, 2U rackmount all-flash storage controller designed to deliver superior performance for the most demanding enterprise application workloads. Powered by two EPYC Embedded 9004 series processors from Advanced Micro Devices, Inc. (NASDAQ: AMD), it offers improved energy efficiency for next-generation networking, security and storage applications. Harnessing the performance and efficiency benefits of the new "Zen 4" core architecture, the SC6100 supports up to 24 dual-port U.2 PCIe Gen 5 solid-state drives with flexible input/output options and hot-swappable components for maximum uptime and reliability. This, in turn, provides a secure, cost-effective and versatile storage solution for enterprises that generate, store and analyze increasing amounts of data and rely on real-time analytics to make strategic decisions. Key Growth Drivers Celestia had primarily been a beneficiary of the ongoing generative AI boom, thanks to the solid demand trends for AI/ML compute and networking products from hyperscale customers. In addition to the high-performance 800G family of network switches (which are vital for data centers that power AI applications) and storage solutions like the SC6100 controller and SD6200 platform (which provide efficient and scalable data storage for AI), Celestia offers Photonic Fabric – an optical compute and memory fabric solution capable of supercharging AI infrastructure. This transformational solution provides a foundational ...