Celestica's earnings could be a solid bullish signal for Intel.
Celestica ($Celestica(CLS)$ ) just reported strong Q3 results: revenue up 83%, EPS up 109%, and a 2027 revenue outlook of $40 billion.
Those numbers point to a real acceleration in AI infrastructure spending.
Why could this matter for Intel? AI data centers don't just run on Nvidia GPUs. They also need powerful server CPUs for workloads, networking, storage, and increasingly complex AI agents.
Server CPU supply constraints are already being discussed, so stronger infrastructure demand could translate into better demand and pricing power for Intel's Xeon processors.
Celestica's results don't guarantee an Intel earnings beat on Thursday, but the bigger picture looks encouraging: AI infrastructure spending is picking up, and Intel could be one of the beneficiaries.
$Intel(INTC)$ $Celestica(CLS)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$
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