There’s quite a lot of traction surrounding something and every thing associated to synthetic intelligence (AI) know-how. The narrative has dominated conversations for a number of years, particularly south of the border with mega market cap names like Nvidia and Microsoft. Whereas they may not be as huge as these, the TSX additionally boasts its justifiable share of AI shares which can be gaining traction.
If you’re bullish on the AI-led revolution in tech shares and markets worldwide, it is perhaps a very good time to hop aboard the bandwagon. To keep away from lacking out on market-beating returns, take a better have a look at potential investments so as to add to your self-directed portfolio.
At this time, I’ll talk about two Canadian AI shares you could take into account investing in for this goal.
Pc Modelling Group
Pc Modelling Group (TSX:CMG) isn’t a really well-known title within the Canadian tech house, however it’s a very important firm. The $407.03 million market cap firm is a software program supplier for the oil and gasoline trade, specializing in reservoir simulations. The corporate basically develops instruments for modelling oil restoration processes, compositional evaluation, unconventional reservoirs, and thermal restoration. It additionally presents supporting providers to purchasers worldwide.
The corporate has been increasing by acquisitions, which led to a 17% year-over-year decline in its September-ending second quarter for fiscal 2026. Nevertheless, the corporate reported a 13% uptick in its annual recurring income in the identical interval. The multi-year licensing settlement with Shell, introduced in November 2025, will present an additional increase to its income within the coming weeks and months.
As of this writing, the inventory trades for $4.92 per share and appears too attractively priced to disregard.
Celestica
Celestica (TSX:CLS) is one other title which may not be as huge because the likes of Nvidia, but it surely is a vital participant within the Canadian tech house. The $49.28 billion market-cap firm additionally supplies software program, however focuses extra on servicing the worldwide logistics sector. It supplies cloud-based and AI-powered software program options for provide chain administration. Its enterprise-facing provide chain options have demand throughout numerous sectors of the financial system.
The corporate’s Connectivity and Cloud Options phase grew 43% yr over yr in its final quarter. It additionally reported a 28% uptick in its reported income, and its adjusted earnings per share elevated by 52% in the identical interval. The corporate’s administration expects its income to succeed in US$16 billion and working margins to go as excessive as 7.8%.
As of this writing, it trades for $428.35 per share, and it is perhaps value including to your portfolio at these ranges.
Silly takeaway
AI shares are usually not essentially these with underlying companies with a pure-play method to AI know-how. Corporations that use AI, repurposing the know-how for their very own functions, are additionally set to profit from rising AI adoption. Pc Modelling Group and Celestica are two glorious examples of such shares.
If you’re in search of additions to your holdings, I’d advise contemplating allocating some house to those two TSX tech shares.
