The Index
Every company in our coverage — the builders, studios and houses we write about. Each one gathers its articles, jobs and listings in a single place.
10 companies · Robotics
Robotics
Not a robotics name — the purest large-cap pick-and-shovel on AI back-end networking (800G→1.6T switches + custom hyperscaler racks), compounding adjusted EPS ~45%/yr; but ~65% of revenue sits in three hyperscalers and the stock already prices ~37x forward, so the bet is "does hyperscaler capex and Celestica's share survive a single-customer wobble" rather than "is there demand.