Will Canada finally get its ass out of the US pan and choose Linux?
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It's going to take years (and truckloads of money) to build domestic capacity to rival what the US companies currently have. And then you will have to pay that money back with a much smaller total potential customer base, while competing against established international competitors with deeper pockets.
It's not impossible, and some players will absolutely be able to chip away at it, but it's not going to be as easy or fast as people what it to be.
We don't have to sell EXCLUSIVELY to a Canadian market. We can sell to other countries.
Parts of the EU are doing it.
Canada's small population to serve inference to is an advantage to some extent in such a capex heavy space, but the money being committed federally is pretty tiny. I look at $3.3 billion committed for AI over 5 years when compared with $60B for new subs, $3B for Arctic patrol ships, and up to $27B on F-35s if we go through with that order and don't think we're being serious about sovereign AI at all. We don't have to be an OpenAI spending half a trillion on data centers for training and inference to reach a market of a billion+ people, but $3.3B over 5 years is not being serious about carving out our own independence from hyperscalers.
I do my best to avoid the big tech oligopoly, I did not really realize how much of my time and money was going to it until 2025 when I started getting off of it and deeper into the home labing stuff.
I'm waiting to see what comes as a final version of the national AI strategy, but what my feeling for a while is that what we're seeing with AI in Canada is very reminiscent of what we've seen in O&G, but even more lopsided. Lots of US ownership, raw material (both mineral and data) coming from Canada but with value-added processes owned by US companies, revenue that will flow south, and lock-in to their systems.
Hopefully that will not happen this time around, oh who am I kidding it is going to happen.
Burn it down and rebuild it.