AI Infrastructure
No Chips in the Game: Why Canada’s AI Future Depends on Foreign Silicon
For years, the AI industry ran on a simple dependency: if you needed to train or run a serious model, you bought Nvidia GPUs....
AI Infrastructure
OpenAI’s Custom Chip Is a Warning Signal for Canada’s Sovereign AI Ambitions
OpenAI has entered the custom silicon race. The company's first proprietary AI chip — internally named Jalapeño — has been developed in partnership with...
AI Infrastructure
OpenAI’s Jalapeño Chip Should Alarm Canada’s Sovereign AI Planners
OpenAI has unveiled Jalapeño, its first custom AI chip developed in partnership with Broadcom. The move marks a significant inflection point: the world's most...
AI Infrastructure
Qualcomm’s Nvidia Challenge Opens a Strategic Window for Canadian AI Procurement
For the past three years, procuring AI infrastructure has meant, almost inevitably, procuring Nvidia. Its H100 and A100 GPUs became the de facto standard...
AI Infrastructure
Canada Is Building Data Centers for a Centralized AI World. What If That World Is Already Ending?
For the past two years, Canada's AI policy apparatus has operated on a relatively clear premise: that winning at artificial intelligence means controlling compute....
AI Governance & Regulation
On-Device AI Is Outpacing Canadian Privacy Law
Qualcomm is making a deliberate push to move AI inference — the computationally intensive process of running trained models and generating outputs — directly...
AI Governance & Regulation
Canada’s Compute Sovereignty Blind Spot: Why Nvidia’s CUDA Moat Is a National AI Strategy Problem
When a competitor releases a GPU that outperforms Nvidia on raw throughput, the AI industry pays attention — briefly. Then it goes back to...
AI Infrastructure
Canada’s Custom Silicon Gap: What OpenAI’s Jalapeño Chip Means for Canadian AI Sovereignty
OpenAI is building its own chip. Codenamed Jalapeño and developed in partnership with TSMC, the custom silicon is designed to handle inference workloads —...