News: AI spending by major tech companies is expected to reach $700 billion by 2026. Keel Infrastructure (TSX:KEEL) is shifting from Bitcoin mining to focus on high-performance computing for AI, with revenue increasing 72% YoY to US$229 million in 2025. Shopify (TSX:SHOP) is integrating AI tools into its commerce platform to improve merchant efficiency. Keel's stock has risen 237% in the last year, while Shopify's has increased by 59%.
AI Analysis: The increasing investment in AI infrastructure and applications presents a significant opportunity for companies positioned to provide the necessary computing power and platforms. Keel and Shopify represent exposure to both the infrastructure and application sides of the AI boom, offering potential for long-term growth.
