RBCx Investor Breakfast: Sovereign AI Edition

Three U.S. firms run 85% of Canada’s cloud spend, three more own 88% of enterprise foundation model usage, and NVIDIA owns the chips. With CUSMA’s digital trade chapter in play through the 2026 joint review, Canadian leaders are making infrastructure and vendor commitments now that will outlast the negotiation. This session brings together the people actually building the alternative: a VC funding the companies making the bet, a founder building the optical hardware AI infrastructure runs on, and the exec standing up Canada’s first sovereign AI compute factory — separating the sovereign capacity that’s actually real from the stuff that’s just a Canadian flag on a rented server. Hear what it’ll take to make sure Canada actually has digital sovereignty a decade from now, not just today.