As artificial intelligence moves from concept to global infrastructure, Canadian companies are emerging as key players in the hardware and energy systems that make AI possible. Firms such as Celestica (TSX: CLS) are benefiting from rising demand for data centre components, including servers, storage systems, and high-speed networking hardware. The company has reported strong revenue growth driven by hyperscalers and cloud providers expanding AI capacity, with increasing focus on next-generation technologies like co-packaged optics for ultra-fast AI networks. At the same time, Keel Infrastructure (TSX: KEEL) is positioning itself around the energy backbone required for large-scale AI workloads, including power and data infrastructure for high-performance computing environments. Together, these companies reflect Canada’s growing role in the global AI supply chain, where not only software but also hardware manufacturing and energy capacity are becoming critical drivers of the AI revolution.
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https://ca.finance.yahoo.com/news/canadian-companies-heart-ai-infrastructure-003000542.html
