Canada's Compute Crossroads: NVIDIA's Rubin Chip, Sovereign AI Investments, and the X/Grok Controversy

NVIDIA's Jensen Huang announces the Rubin platform at CES 2026, promising a tenfold reduction in AI token costs — just as Canada rolls out its $2.4 billion sovereign compute strategy. We break down the federal government's $42.5 million investment in the University of Toronto's SciNet supercomputer, Minister Evan Solomon's response to the global X and Grok deepfake controversy, and why private players like IREN are racing to build GPU capacity in British Columbia. Plus, what Satya Nadella and Sam Altman are saying about the compute arms race — and what it means for Canada's AI ambitions.