Did you know that Canadian companies are among the world\u2019s biggest players in AI infrastructure?<\/p>\n
Not many people know it, but it\u2019s true.<\/p>\n
Canadian companies are among the biggest suppliers of energy to U.S. AI companies, as well as some of the biggest operators of AI data centres. In this article, I explore just a few of the many Canadian companies building AI infrastructure, starting with one that may surprise you.<\/p>\n
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Source: Getty Images<\/p>\n
BCE Inc <\/p>\n
BCE (TSX:BCE<\/a>) is a Canadian telecommunications company that is best known for running media outlets and providing cellular\/internet service to Canadians. Few ever saw this company branching out into AI, but now that\u2019s what\u2019s happening.<\/p>\n BCE made statements to the effect that it was working on AI long ago; more recently, it made its plans clear. Last week, the company announced its plan to build an AI data centre in Regina, Saskatchewan. The plan will see Bell construct a 160-acre giant of a facility, with an aim to create a national AI computing network.<\/p>\n What will BCE\u2019s AI data centre be used for? <\/p>\n For now, the program\u2019s goals are vague, but BCE is known to be partnering with universities to fund research projects, and selling computing to other companies. So, this project could be a massive revenue driver for BCE.<\/p>\n Brookfield <\/p>\n Several of Brookfield Corporation\u2019s (TSX:BN<\/a>) subsidiaries are involved in building out Canadian and global AI infrastructure<\/a>.<\/p>\n Most obviously, Brookfield Infrastructure Partners (TSX:BIP.UN<\/a>) is building out a network of AI data centres across Canada and the United States. The company signs long-term \u201ctake or pay\u201d deals with \u201chyperscalers,\u201d where the big companies pay for the real estate, power grids and cooling systems, while bringing in their own servers. This is a clever business model because it leaves BIP.UN without the responsibility of paying for pricey NVIDIA GPUs whose ROI is questionable at the moment. Instead, BIP.UN simply collects rent from the companies doing the big spending.<\/p>\n Less obviously, Brookfield Renewable Partners (TSX:BEP.UN<\/a>) is supplying clean energy<\/a> to the big American AI giants. The company signed an agreement to supply Microsoft with 10 gigawatts of clean power in 2024; it followed that up by signing a similar deal with Alphabet in 2025. These deals are projected to generate billions in revenue. They\u2019ll also likely raise Brookfield\u2019s profile.<\/p>\n So, Brookfield Corp is one company that, through its partially-owned subsidiaries, is powering the AI revolution. <\/p>\n Granite <\/p>\n