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  5. CLS: Please recommend some Canadian companies whose stock prices will appreciate due to their activities in AI and data centres. [Celestica Inc.]
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Q: Please recommend some Canadian companies whose stock prices will appreciate due to their activities in AI and data centres. Tx Ron L
Asked by Ron on May 16, 2024
5i Research Answer:

The Canadian company set is fairly limited, and often a 'derivative' play. For example DIR.UN may see more interest with the growth of data centres. CLS may see more interest as a manufacturer of AI products. DSG/KXS may use AI in their business with customers. GIB.A and OTEX have some involvement in the area. DCBO uses AI in its training programs.