8d ā¢ Long term investing ideas
A useful way to think about šCanadaš in the AI energy race:
šCanada is not the U.S. Canada is not China. And that differentiation may actually be the point.
The U.S. is the main AI demand engine. China is the industrial-scale electricity and manufacturing engine. Canada is the clean-power optionality story.
Canada does not have the same AI investment scale, data centre footprint, or hyperscaler concentration as the U.S.
It also does not have Chinaās industrial buildout speed or massive electricity system.
But Canada does have some strategic advantages:
ā¢ Clean electricity
ā¢ Hydro and nuclear
ā¢ Cold climate
ā¢ Land availability
ā¢ Energy security
ā¢ Data sovereignty
ā¢ Political stability
ā¢ Growing sovereign AI compute policy
So from an investing lens, Canada may not be the centre of the AI trade.
But it may become a strategic location for the next layer of the AI infrastructure trade:
power, grid, clean compute, transmission, utilities, data centres, and sovereign digital infrastructure.
The key distinction:
The U.S. is where the AI demand is concentrated.
China is where the industrial scale is concentrated.
Canada is where clean-power optionality may matter.
That makes Canada less of a headline AI story and more of a long-term infrastructure story.
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3 comments
A useful way to think about šCanadaš in the AI energy race:
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