Google’s renewed momentum in the AI race has drawn global attention, but much of the conversation still centers on software and algorithms. The real story, however, may be unfolding deep inside Google’s data centers—where a little-known North American manufacturer has quietly become indispensable.
Celestica, long overshadowed by Taiwan’s dominant server and networking suppliers, has emerged as a surprising powerhouse in Google’s AI infrastructure buildout. Over the past two years, its stock price has surged more than tenfold as the company evolved from a traditional EMS vendor into Google’s primary builder of liquid-cooled racks, high-voltage power architectures, and next-generation switching systems.
As hyperscalers face unprecedented demand for AI capacity, Celestica has taken the lead in technologies previously thought to be the exclusive domain of Taiwan’s supply chain. Its rapid ascent challenges long-held assumptions about where the world’s most advanced data-center hardware must be built.
This article explores how Celestica became Google’s secret weapon beyond Taiwan’s supply chain—and what its rise means for Nvidia, cloud giants, and the shifting geography of AI manufacturing. For anyone following the future of hyperscale infrastructure, this is a story worth watching closely.
cwnewsroom.substack.com
Celestica, long overshadowed by Taiwan’s dominant server and networking suppliers, has emerged as a surprising powerhouse in Google’s AI infrastructure buildout. Over the past two years, its stock price has surged more than tenfold as the company evolved from a traditional EMS vendor into Google’s primary builder of liquid-cooled racks, high-voltage power architectures, and next-generation switching systems.
As hyperscalers face unprecedented demand for AI capacity, Celestica has taken the lead in technologies previously thought to be the exclusive domain of Taiwan’s supply chain. Its rapid ascent challenges long-held assumptions about where the world’s most advanced data-center hardware must be built.
This article explores how Celestica became Google’s secret weapon beyond Taiwan’s supply chain—and what its rise means for Nvidia, cloud giants, and the shifting geography of AI manufacturing. For anyone following the future of hyperscale infrastructure, this is a story worth watching closely.
How Celestica Became Google’s Secret Weapon Beyond Taiwan’s Supply Chain
Liang-rong Chen
cwnewsroom.substack.com