![\"data](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/04\/ebbfe35db508fd581606b290091bb209.jpeg\")
Source: Getty Images <\/p>\n Source: Getty Images <\/p>\n
Written by Andrew Button<\/a> at The Motley Fool Canada<\/p>\n AI data centres: They are the future, or so the tech sector thinks.<\/p>\n This year, the largest tech companies are expected to spend $700 billion on property plant and equipment (PPE). Much of that is going to AI data centres.<\/p>\n Why data centres?<\/p>\n Because they are where AI \u201clives.\u201d When you ask ChatGPT or any other AI app to answer a question for you, the answer isn\u2019t given by \u201cthe internet,\u201d but by an AI running on NVIDIA (NVDA) hardware, located in a data centre somewhere. Hundreds of billions of dollars are being spent on such data centres, without which the miracle of modern AI wouldn\u2019t have been possible.<\/p>\n As it turns out, Canada is one of the best places to build data centres. The country\u2019s relatively cool climate lessens the cost of cooling data centres there, while its proximity to the U.S. provides advantages in catering to U.S. tech companies. In this article, I will explore the opportunity in AI data centres and why Canada could be among the companies best positioned to profit from it.<\/p>\n AI data centres are among the biggest opportunities for profitable capital deployment today. $600 to $700 billion is expected to be spent on AI data centres this year, based on big tech companies\u2019 2026 guidance. The market size is expected to grow from $21.27 billion to $133.5 billion by 2034, a compound annual growth rate of 25.8% (the apparent discrepancy between $700 billion now and $133.5 billion in 2034 comes down to capital expenditures vs revenue). So, this is an enormous growth opportunity. The question is, who is best positioned to profit from it?<\/p>\n Canada is positioned to profit from the AI data centre revolution in several ways:<\/p>\n Canada has a cool climate. This is an advantage in operating AI data centres, as it naturally reduces cooling costs.<\/p>\n Ample energy sources. Canada has ample traditional<\/a> and renewable energy sources<\/a>, both of which are key to powering AI data centres. In less resource-rich regions, the powering of AI data centres is becoming an issue. Canada\u2019s Brookfield Renewable Partners is already supplying renewable power to U.S. tech companies; bringing data centres to Canada seems like only a natural extension of that.<\/p>\n Proximity to the United States. Canadian data centres can serve clients in the U.S., a country with some of the world\u2019s biggest tech companies (hyper-scalers) as well as regular companies looking to utilize AI.<\/p>\n For these three key reasons, Canada is perfectly positioned to profit off the AI data centre boom.<\/p>\n Story Continues <\/p>\n One Canadian company already making moves in the AI data centre space is Brookfield Infrastructure Partners (TSX:BIPC<\/a>)(TSX:BIP.UN<\/a>). The company is making big data centre investments, in Canada, the U.S. and abroad.<\/p>\n Brookfield Infrastructure Partners invests in all kinds of infrastructure: telco towers, pipelines, toll roads, and more. This year, the company is especially focusing on AI data centres. Some recent AI infrastructure projects have included:<\/p>\n A $100 billion data centre project with Kuwait.<\/p>\n The Radiant data centre project, which will see Brookfield Infrastructure build \u201cAI factories\u201d based on NVIDIA designs.<\/p>\n A wholly owned portfolio of 150 data centres across Canada and the United States.<\/p>\n Brookfield Infrastructure is already a big player in AI data centres. With the capital it has at its disposal, and maybe with some incentives from the Federal Government, it can ensure that Canada gets a reasonable piece of the physical pie.<\/p>\n The post Why AI Data Centres Could Be Canada\u2019s Next Big Investment Opportunity<\/a> appeared first on The Motley Fool Canada<\/a>.<\/p>\n Before you buy stock in Brookfield Infrastructure Partners L.P., consider this:<\/p>\n The Motley Fool Canada team has identified what they believe are the top 10 TSX stocks for 2026\u2026 and Brookfield Infrastructure Partners L.P. wasn\u2019t one of them. The 10 stocks that made the cut could potentially produce monster returns in the coming years.<\/p>\n Consider MercadoLibre, which we first recommended on January 8, 2014 \u2026 if you invested $1,000 in the \u201ceBay of Latin America\u201d at the time of our recommendation, you\u2019d have over $16,000!*<\/p>\n Now, it\u2019s worth noting Stock Advisor Canada\u2019s total average return is 87%* \u2013 a market-crushing outperformance compared to 76%* for the S&P\/TSX Composite Index. Don\u2019t miss out on our top 10 stocks, available when you join our mailing list!<\/p>\n Get the 10 stocks instantly<\/a><\/p>\n * Returns as of March 24th, 2026<\/p>\n More reading<\/p>\n Fool contributor Andrew Button has no positions in the stocks mentioned. The Motley Fool recommends Brookfield Infrastructure Partners, Brookfield Renewable, Brookfield Renewable Partners, and Nvidia. The Motley Fool has a disclosure policy<\/a>.<\/p>\n 2026<\/p>\n","protected":false},"excerpt":{"rendered":"Source: Getty Images Written by Andrew Button at The Motley Fool Canada AI data centres: They are the…\n","protected":false},"author":2,"featured_media":7740,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,6824,25,6825,6823,1261,6821,6822,3972],"class_list":{"0":"post-7739","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ai","8":"tag-ai","9":"tag-ai-data-centre","10":"tag-artificial-intelligence","11":"tag-brookfield-infrastructure","12":"tag-brookfield-infrastructure-partners","13":"tag-canada","14":"tag-data-centres","15":"tag-fool-canada","16":"tag-tech-sector"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/7739","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=7739"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/7739\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/7740"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=7739"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=7739"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=7739"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}