There’s a number of traction surrounding something and every part 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 fair proportion of AI shares which can be gaining traction.
In case you are bullish on the AI-led revolution in tech shares and markets worldwide, it could be an excellent time to hop aboard the bandwagon. To keep away from lacking out on market-beating returns, take a more in-depth take a look at potential investments so as to add to your self-directed portfolio.
Immediately, I’ll focus on two Canadian AI shares that you could contemplate investing in for this goal.
Pc Modelling Group
Pc Modelling Group (TSX:CMG) shouldn’t be a really well-known title within the Canadian tech area, however it’s a important firm. The $407.03 million market cap firm is a software program supplier for the oil and fuel trade, specializing in reservoir simulations. The corporate primarily develops instruments for modelling oil restoration processes, compositional evaluation, unconventional reservoirs, and thermal restoration. It additionally affords supporting companies to shoppers worldwide.
The corporate has been increasing by way of acquisitions, which led to a 17% year-over-year decline in its September-ending second quarter for fiscal 2026. Nonetheless, the corporate reported a 13% uptick in its annual recurring income in the identical interval. The multi-year licensing settlement with Shellintroduced in November 2025, will present an extra 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 that may not be as large because the likes of Nvidia, however it is a vital participant within the Canadian tech area. The $49.28 billion market-cap firm additionally offers software program, however focuses extra on servicing the worldwide logistics sector. It offers cloud-based and AI-powered software program options for provide chain administration. Its enterprise-facing provide chain options have demand throughout varied sectors of the financial system.
The corporate’s Connectivity and Cloud Options section 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 achieve 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 could be value including to your portfolio at these ranges.
Silly takeaway
AI shares will not be essentially these with underlying companies with a pure-play method to AI know-how. Firms 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 wonderful examples of such shares.
In case you are on the lookout for additions to your holdings, I’d advise contemplating allocating some area to those two TSX tech shares.