Thank you for the great question.
I concur with my colleague over here on the two parts to the answer.
Part one is this: Especially on the hardware side, I think it's operational control that, in the near term, is the important strategic asset, especially if you think of all the elements that go into building these large-scale facilities. There are many components that are, by definition, Canadian. It's not just the chips. Think of the networking, the fibre that runs in and how the whole set-up happens. Beyond that, go into the racks, the storage, the memory and the various components. Owning all of that—I'll use the term “operational kill switch”—is what gives us control. That's a really critical, important factor as we think through this.
I'll come to the other part of the question, which is, how do we continue to develop this with a buy Canadian aspect? I think that's a really important aspect beyond the GPUs, the CPUs and the TPUs, where there is an arms race going on. Nvidia, one of our preferred partners and suppliers, is big over there, but companies like Broadcom are developing these at scale.
Beyond that, I would say that there's truly an opportunity for us, as Canadians, to look at that whole supply chain ecosystem. In fact, I'm on an AI sovereignty board that has published and sent off a letter that identifies 75 different Canadian companies playing across that ecosystem in the “start-up to scale-up” stage. We think they should be part of the sovereign AI supply chain ecosystem.