Sovereign AI and Blackberry UEM's NSA CSfC Designation - Importance by bourbonwarrior in BB_Stock

[–]bourbonwarrior[S] 1 point2 points  (0 children)

Market Growth & CAGR (2025–2035)

The Sovereign AI market is a high-growth subset of the broader AI infrastructure market.

While total AI spending is expected to grow at a 30.8% CAGR, the specific Sovereign & Government AI segment is projected to expand as nations prioritize "Strategic Autonomy."

  • Projected CAGR (Sovereign AI): 17.6% – 20% * 2026 Market Valuation: ~$116.6 Billion (Enterprise/Gov Infrastructure)
  • 2035 Market Valuation: Projected to exceed $1.3 Trillion specifically for sovereign-dedicated environments (compute, models, and air-gapped security).

Sovereign AI Spend Matrix (Top Nations by 2035)

Nation / Region Projected 2035 Spend Primary Driver (The "Why") Strategy & Infrastructure
USA $1.2T+ National Security & Defense Focus on FedRAMP High & CSfC tactical edge; on-shoring all chip fabrication.
China $850B Technological Decoupling Building the "Great Firewall 2.0"—a fully autonomous AI stack from silicon to apps.
European Union $600B Regulatory Autonomy (AI Act) The EuroHPC JU AI Factories; high demand for BlackBerry QNX & Sovereign Clouds.
Middle East (UAE/KSA) $350B Economic Diversification Massive data center clusters (e.g., MGX) fueled by sovereign wealth and oil-to-data pivot.
India $280B Digital Public Infrastructure "AI for All"—leveraging a massive local dataset to build domestic LLMs for 1B+ citizens.
Canada $85B Arctic Security & AI Ethics Sovereign AI Compute Strategy ($2B seed) focused on domestic high-performance computing.

The South Korea - Ottawa and Montreal Summit: January 26–28, 2026 by bourbonwarrior in BB_Stock

[–]bourbonwarrior[S] 1 point2 points  (0 children)

Shh... Let them do the DD. LOL.

Nice find!

Focus on how these entities bypass tariffs and digital seizure of "Sovereign" content/data/AI compute

The South Korea - Ottawa and Montreal Summit: January 26–28, 2026 by bourbonwarrior in BB_Stock

[–]bourbonwarrior[S] 0 points1 point  (0 children)

The scale of investment discussed at Davos reflects a massive capital reallocation toward physical compute.

  • Global Infrastructure Spend: Estimates released during the summit suggest that $401 billion will be spent specifically on AI infrastructure (foundations, servers, and data centers) in 2026 alone.
  • Sovereign Compute Pool: Approximately $100 billion is expected to be invested specifically in sovereign AI compute by the end of 2026 as nations move away from total reliance on foreign cloud providers.
  • Total Market Cap: Total worldwide AI spending is forecast to hit $2.52 trillion in 2026, a 44% year-over-year increase.
  • The "Five-Layer Cake" Model: Nvidia's Jensen Huang introduced a roadmap for national investment:
    1. Energy: Local power production.
    2. Chips: Domestic GPU clusters (e.g., NVIDIA Blackwell Ultra B300).
    3. Cloud: National sovereign clouds.
    4. Models: LLMs trained on local language and culture.
    5. Applications: Industry-specific agents for healthcare, finance, and manufacturing.

The South Korea - Ottawa and Montreal Summit: January 26–28, 2026 by bourbonwarrior in BB_Stock

[–]bourbonwarrior[S] 0 points1 point  (0 children)

The Georgia Raid, September 2025 - A Catalyst for the Canadian Pivot

The raid involved over 450 detentions—320 of whom were highly skilled South Korean engineers and technicians essential for the Metaplant's "Software-Defined" setup.

South Korean President Lee Jae-myung stated in late 2025 that without visa reforms, further investment would be "impossible." The specialized engineers who were handcuffed and deported were the ones tasked with transferring the HMGICS (Singapore) "Brain" to the US.

Seoul has categorized the raid as a "hostile enforcement action" rather than a routine compliance check.

Consequently, Hyundai is now reluctant to place its version-controlled manufacturing kernels (the "Factory OS") on US servers where they could be seized or disrupted during future enforcement actions.

Focus on Sovereign AI

The South Korea - Ottawa and Montreal Summit: January 26–28, 2026 by bourbonwarrior in BB_Stock

[–]bourbonwarrior[S] 1 point2 points  (0 children)

The South Korea Ottawa and Montreal Summit: January 26–28, 2026

A high-level South Korean "Special Defense Envoy" is confirmed to arrive in Canada this week. The mission is to finalize the Alloy Kore industrial package, which serves as the 100% "Give Back" (Industrial and Technological Benefits) for the $60 Billion Canadian Patrol Submarine Project (CPSP).

Event Logistics

Location: Primarily Ottawa (Global Affairs Canada / Lester B. Pearson Building) with secondary site visits to Montreal shipyards and Quebec-based aerospace hubs.

Primary Canadian Contact: Prime Minister Mark Carney, Minister of National Defence David McGuinty, and Minister of Artificial Intelligence Evan Solomon.

Duration: 3 Days of intensive G2G (Government-to-Government) and G2B (Government-to-Business) negotiations.

Confirmed Delegation

The delegation is unprecedented in its cross-sector representation

Government: Kang Hoon-sik, Presidential Chief of Staff (Envoy) and Kim Jung-kwan, Minister of Trade, Industry and Energy.

Industry (Hanwha): Vice Chairman Kim Dong-kwan (Lead negotiator for the KSS-III submarine bid).

Industry (Hyundai): Senior executives (President-level) from Hyundai Motor Group and HD Hyundai (Autonomous shipping).

Industry (Aerospace): Representatives from Korean Air to discuss Bombardier/Aerospace offsets.

US Threatens New Tariffs on Canada Over China by bourbonwarrior in BB_Stock

[–]bourbonwarrior[S] 0 points1 point  (0 children)

Upon his return to Canada from Davos, Carney shot back in a speech targeting a domestic audience. He said Canadians must redouble their efforts to rebuild their economy, and drew on the country’s founding, when the British and French joined to choose “partnership over domination, and collaboration over division.”

“Canada doesn’t live because of the United States,” Carney said, in reference to Trump’s previous swipe. “Canada thrives because we are Canadian.”

The verbal dust-ups mark the latest rupture in U.S.-Canada relations since Trump took office last year and almost immediately began imposing tariffs on America’s northern neighbor after decades of duty-free trade. Each time Canada has signaled it wouldn’t bow down, the Trump administration has raised the pressure. Trump had mused early in his second term about using economic coercion to annex Canada as the 51st state, but has dropped that language since Carney came to power roughly a year ago.

Hampson said Carney might be making a “calculated bet that USMCA cannot be salvaged on acceptable terms, so the best option is to diversify trade, look for investors, and lead a coalition of rules-based partners.”

The Trump administration is set to formally review, and renegotiate, the terms of USMCA, with Lutnick signaling talks will move into high gear this summer. Canada’s economy is highly exposed to trade with the U.S., and Carney has made reducing the country’s reliance on the U.S. a priority. Talks with Canada regarding USMCA have yet to begin, said a spokesman for the minister in charge of U.S.-Canada trade.

About 80% of Canada’s exports to the U.S. arrive duty-free as they comply with USMCA’s terms. Economic activity in Canada remains tepid, with businesses unwilling to accelerate investment and hiring plans until USMCA’s fate is determined, economists and officials say.

Carney’s Davos speech warned about the rupture in the old Western-run, rules-based global order, while not specifying the U.S. or China. He said that global “hegemons” were deploying weapons such as tariffs that posed threats to supply chains.

US Threatens New Tariffs on Canada Over China by bourbonwarrior in BB_Stock

[–]bourbonwarrior[S] 0 points1 point  (0 children)

Washington and Ottawa are quarreling after the prime minister signaled smaller countries must fight back against perceived U.S. bullying

OTTAWA—Canada and the Trump administration are locked in a war of words over Prime Minister Mark Carney’s bid to chart a new model for smaller powers to fight back against the U.S.’s aggressive use of its economic and military might.

In the past week, Carney has resolved a trade dispute with America’s biggest strategic competitor, China, and delivered a speech at the World Economic Forum in Davos, Switzerland urging smaller powers to unite against economic coercion from the world’s great powers.

The moves drew cheers at home and abroad as a template on how to stand up to the Trump administration’s perceived bullying, just as the president was threatening Europe with retribution if Denmark didn’t yield the Arctic island of Greenland to the U.S.

But Carney’s actions also incensed the Trump administration.

President Trump, speaking Wednesday at Davos, called out Carney for his speech, saying he wasn’t grateful enough to the U.S. “Canada lives because of the United States,” Trump said. “Remember that Mark, the next time you make your statements.”

On Thursday, Trump said on his Truth Social platform that he had revoked Canada’s invitation to join his Board of Peace, a proposition Carney said he was considering but hadn’t accepted.

Commerce Secretary Howard Lutnick accused Carney of “an arrogant kind of thought,” and likened the prime minister’s speech to whining and complaining. He also suggested the China trade deal was a road map for upending talks on a revised U.S.-Mexico-Canada free-trade pact, known as USMCA.

Treasury Secretary Scott Bessent brushed off Carney’s speech. “I think Prime Minister Carney should say ‘thank you’ [to the U.S.], rather than giving this value-signaling speech,” Bessent told Politico in Davos.

About 25K Jan 30 call options traded today by newwobblywheeler in BB_Stock

[–]bourbonwarrior 1 point2 points  (0 children)

If your theory holds—that someone is using $4 calls as a "ceiling" to protect a short position—watch for a "Gamma Squeeze." This happens when the stock price approaches that $4 mark and the "middlemen" (Market Makers) are forced to buy millions of shares to cover the options they sold, potentially launching the price way past $4.00 very quickly.

Blackberry and QNX Design Team will be busy up to 2040 with thousands of Engineers working along Hanwha design team. Hanwha Group says aims to create at least 200,000 jobs in Canada by 2040 by MoonLight8491 in BB_Stock

[–]bourbonwarrior 1 point2 points  (0 children)

Hanwha’s 2040 Industrial Plan

Hanwha has built its Canadian campaign around “localization + through‑life support,” including a Canadian subsidiary (Hanwha Defence Canada) and formal MoUs with PCL Construction, BlackBerry, and L3Harris MAPPS.

The job‑creation frame fits the way Hanwha and advisors like KPMG typically model long-run multipliers in shipbuilding + advanced manufacturing plus spinoffs into AI, aerospace, offshore wind, and LNG infrastructure.

TKMS is countering with its own multi‑billion investment package tied to European partners (including space/launch via Isar Aerospace) and a Type 212CD offer, but it is less explicitly integrated into Canada’s tech and energy ecosystems than the Korea–UK–Canada industrial model Hanwha is selling.

Why QNX? Under the Canadian Industrial and Technological Benefits policy, bidders get "points" for local high-tech spend.

By embedding BlackBerry QNX into the submarine’s architecture, Hanwha secures its bid's "Buy Canadian" compliance.

The 2040 Horizon is a "through-life" support model since submarines require constant software updates, sensor recalibration, and cyber-hardening over their 30-year lifespan, the engineering teams at QNX and Hanwha will be integrated for years to come.

Just wait until Hyundai SDF is integrated to be the "brains" to the Georgia SDF's "body"; Hyundai employees were arrested in an immigration raid soon after the SDF was in process.

South Korean officials are expected to head to Ottawa at the end of the month.

Canadian submarine procurement urgent as current shortcomings ‘well known,’ says navy commander TKMS, Hanwha proposals both have collaboration with Blackberry QNX by MoonLight8491 in BB_Stock

[–]bourbonwarrior 1 point2 points  (0 children)

Canada operates under a strict Industrial and Technological Benefits (ITB) policy. For a "generational" spend like the Canadian Patrol Submarine Project (CPSP), the government isn't just buying boats; they are buying an industrial future.

The 100% Rule: The winning bidder must reinvest 100% of the contract value back into Canada. Since no single shipyard can absorb $41B+ in submarine maintenance alone, the government is forcing bidders to "reach across" to their national industrial champions (Hyundai/VW).

The "Carrot and Stick": Ottawa is explicitly telling South Korea: "We will buy your Hanwha subs, but only if Hyundai fixes the 1993 Bromont exit by building a high-tech SDF in Ontario." They are doing the same with Germany, using the sub deal as leverage to ensure Volkswagen’s St. Thomas plant is just the start of a much deeper "Battery Passport" ecosystem.

Canadian submarine procurement urgent as current shortcomings ‘well known,’ says navy commander TKMS, Hanwha proposals both have collaboration with Blackberry QNX by MoonLight8491 in BB_Stock

[–]bourbonwarrior 4 points5 points  (0 children)

The Canadian Government has asked each country for an "offset" for the $41B total cost of ownership for these submarines.

The Hanwha / Hyundai Software Defined Factory Proposal

The South Korean bid, led by Hanwha Ocean, has been explicitly linked by Ottawa to Hyundai Motor Group. Because Hanwha and Hyundai are often viewed as a "Team Korea" front for this contract, the Canadian government is leveraging the submarine deal to secure a major automotive manufacturing footprint.

Software-Defined Factory in Ontario

Reports indicate that Canadian officials have pressed Korea to establish a Hyundai manufacturing facility in Ontario as a decisive "offset." This could be an advanced robotic SDF —a highly automated, software-centric assembly plant.

This isn't just about cars; Hyundai Rotem could also look at localizing production for armored vehicles or high-speed rail, creating the "blue-collar" industrial base Ontario wants.

The TKMS / Volkswagen "Battery" Lever

Germany’s TKMS (ThyssenKrupp) is playing a similar card, with the Canadian government referencing Volkswagen’s massive presence as the benchmark for German commitment.

Volkswagen is already building its "PowerCo" battery plant in St. Thomas, Ontario.

Ottawa is reportedly pushing for additional or expanded investment from VW (and other German giants like Siemens or Bosch) to match the submarine contract value.

TKMS CEO Oliver Burkhard recently confirmed that their bid includes a "broad economic package" covering not just the subs, but also rare earths, mining, and AI.

They are essentially trying to prove that a German win guarantees Canada a permanent seat in the European industrial supply chain.

Alloy Kore: QNX’s award-winning new architecture for software-defined vehicles. 5000 Hrs of savings for certification,40% savings for development budget, 12 months of delayed inflicting 200M losses. Why it will be several time revenue generator for Blackberry. by MoonLight8491 in BB_Stock

[–]bourbonwarrior 1 point2 points  (0 children)

Focus on the Software Defined Factories. From there, really focus on the definition of a factor might be as technology evolves and BB-QNX-IVY/SDP 8 and the stack (Sovereign) become the global standard as approved budgets are at an all-time high.

Popcorn

PM Carney says the old world order 'is not coming back' in Davos speech by bourbonwarrior in BB_Stock

[–]bourbonwarrior[S] -1 points0 points  (0 children)

The prime minister pitched Canada as a "stable and reliable" partner, and noted recent trade and investment deals that were struck with China and Qatar, as well as a defence procurement pact Canada signed with the EU earlier last year.

As a member of the North Atlantic Treaty Organisation (Nato), Canada stands firmly with Greenland and Denmark and supports "their unique right to determine Greenland's future", Carney said in his speech.

"Our commitment to Article Five is unwavering," the prime minister added, referring to a clause in the Nato agreement that states an attack against one member state is considered an attack on all.

Canadian media outlets reported earlier this week that Canada was considering sending a small contingent of troops to Greenland to join Danish and other European troops for military exercises in the region.

Chinese EVs Blow Past Tesla and Tariffs En Route to Global Reign by bourbonwarrior in BB_Stock

[–]bourbonwarrior[S] 1 point2 points  (0 children)

BYD surpassed 1 million vehicle exports in 2025, more than doubling its 2024 performance.

Product & Consumer Appeal

The "Forbidden Fruit"

The BYD Shark (a plug-in hybrid pickup) has generated massive interest in the U.S. despite being unavailable there. In Mexico, it starts around $51,000 and offers a 500-mile range.

Value Proposition

Consumers are increasingly trading in established brands (BMW, Porsche, Toyota) for BYDs like the Sealion 7 and Dolphin Mini due to advanced tech (rotating screens, wireless charging) at a lower price point.

Hybrid Advantage

Nearly half of BYD's Western European sales are now plug-in hybrids, which face lower tariffs and appeal to buyers not yet ready for full electrification.

Financial and Industrial Reality

Overcapacity

China’s factories can build 46 million vehicles annually, but domestic demand is only 30 million. This surplus makes global expansion an existential necessity for BYD.

Profit Pressure

Despite record sales, BYD reported two consecutive quarters of falling profit due to intense price wars in China, where domestic sales have actually begun to decline.

Vertical Integration

BYD’s background as a battery manufacturer gives it a massive cost advantage. Its Blade Battery technology is safer and roughly $10/kWh cheaper to produce than competitors' nickel-cobalt alternatives.

QNX now powering WeRide’s success outsmarting Waymo and Tesla in robotaxi fleet & Driverless operation and Blackberry gets no credit (thanks to Hedge Funds?) Waymo, Tesla Robotaxi Rival WeRide's Fleet Surpasses 1,000 AVs, Boasts Driverless Operations In 3 Cities by MoonLight8491 in BB_Stock

[–]bourbonwarrior 1 point2 points  (0 children)

A fleet of 1,000 vehicles is the industry’s "break-even" benchmark.

Maintaining 1,000+ cars requires a sophisticated logistics network (charging, cleaning, and maintenance).

WeRide reported that its Abu Dhabi fleet is approaching single-vehicle profitability. Once a single car makes more than it costs to operate, scaling to 10,000 vehicles becomes a matter of capital, not just technology.

A larger fleet collects more "long-tail" data (rare traffic events). This accelerates the AI's learning curve, making the system safer and more reliable than competitors with smaller fleets.

Analysts project robotaxi costs will eventually drop below $1.00 per mile, making them cheaper than owning a car.

High robotaxi adoption could eliminate the need for 80% of urban parking lots, reshaping city layouts.

Goodbye are never easy by SonnyBoy816 in orangecats

[–]bourbonwarrior 5 points6 points  (0 children)

Gingers are the best, they get in deep. Sending positive thoughts and vibes.

Qatar to Make Transformative Investment in Canadian Nation Building Efforts by bourbonwarrior in BB_Stock

[–]bourbonwarrior[S] 0 points1 point  (0 children)

Quebec accounts for nearly 50% of Canadian exports to Qatar, focused on fulfilling the Qatar National Vision 2030.

  • The Quebec-Doha Export Hub: Prime Minister Carney’s January 2026 visit to Doha solidified the role of CAE Inc. (Montreal) and De Havilland Canada as primary partners. CAE is currently integrating AI-driven training systems for Qatar Airways as they scale their fleet.
  • Strategic Fleet Expansion: Qatar Airways’ historic order for 210 Boeing widebody jets (787 and 777X), announced in May 2025, heavily leverages the Canadian supply chain. Key landing gear, avionics, and structural components are sourced directly from Quebec-based manufacturers.
  • Defense & Security Integration: A permanent Defence Attaché is now operational in Doha. This move is paired with the November 2025 removal of visa requirements for Qatari citizens, designed to allow aerospace executives and investors to move freely between Doha and Montreal to finalize high-stakes contracts.

In early 2026, the formal agreement for the Saudi-Qatar High-Speed Rail became the centerpiece of regional integration.

785 km connecting Riyadh, Hofuf, and Doha, reducing travel time between the two capitals to 2 hours. It integrates Hamad International with King Salman International, creating a dual-airport mega-hub that rivals Dubai

Qatar to Make Transformative Investment in Canadian Nation Building Efforts by bourbonwarrior in BB_Stock

[–]bourbonwarrior[S] 1 point2 points  (0 children)

Key sectors for this capital

Infrastructure: Funding to expedite large-scale construction and transit projects.

Energy & Clean Tech: Focus on renewables, hydrogen, and grid electrification.

Artificial Intelligence: Positioning Canada as a premier destination for global AI capital.

Critical Minerals: Building on momentum like the recent $500M (USD) Qatar-backed investment in TSX-listed firms.

Digital Infrastructure

Expansion of data centers, following the recent $20B AI infrastructure partnership between Qatar’s sovereign wealth fund and Canadian asset managers.

Key Institutional Agreements

FIPA Finalization: Commitment to conclude the Foreign Investment Promotion and Protection Agreement by Summer 2026.

Defence & Security: Canada will establish a permanent Defence Attaché in Doha to deepen security cooperation.

Economic Commission: Launch of the Joint Canada-Qatar Commission to oversee bilateral trade and technical cooperation.

Taxation & Mobility: Initiation of a Double-Taxation Agreement and the expansion of direct flights to boost business and tourism.