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As countries scramble to build AI infrastructure, Canada can go beyond sovereignty, leveraging strengths in energy, capital, and stability to build a compute export industry.
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The next phase of Canada’s export growth opportunity is global. Doubling non-US exports by 2035 is possible by scaling ~50 priority goods and services, if key barriers are removed.
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Canadian investment is stagnant, undermining economic growth - our report offers an aspirational roadmap to re-invigorate investment and Canadian prosperity.
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