Global AI competition in 2026 has exposed two mirrored bottlenecks: the United States faces its most severe structural power shortage and computing constraint since World War II, while Canada — a traditional energy power — remains locked into a narrow range of discounted energy exports. The Canadian Computing Power Matrix (CCPM) proposes six standardized nuclear-computing-thermal supply hubs along the Canada-U.S. border, converting Canada's domestic thorium resources into high-value green power, AI computing capacity, and cross-border industrial and residential heat.
Each hub pairs a thorium molten salt reactor (TMSR) with a 100-Petaflop-class AI computing centre, at six named brownfield sites stretching from Creston, British Columbia to Edmundston, New Brunswick — each matched to a defined U.S. regional market. Upon completion, the matrix is projected to generate over CAD 10 billion in direct annual revenue and support an average annual GDP growth rate above 3% over the next 10–20 years — positioning Canada at the forefront of G7 economic growth through an asymmetric strategic interdependence with the United States.
Fourth-generation nuclear technology with inherent safety: atmospheric-pressure operation, no meltdown risk, and low freshwater consumption. Saskatchewan — home to the world's second-largest uranium reserves — provides abundant thorium from uranium-mine tailings, securing a fully domestic fuel supply chain. Total installed capacity of 12 MW, scalable with market demand.
Six co-located 100-Petaflop-class computing centres adopt an integrated power-computing layout — short-distance distribution minimizes transmission loss, and Canada's cold climate cuts cooling energy consumption. The matrix positions Canadian computing services as a long-term critical supply for the U.S. market, reshaping the North American AI supply-demand landscape.
High-temperature waste heat from the reactors supplies winter heating and industrial process heat to surrounding communities and U.S. border towns, with surplus energy supporting lumber, pulp and paper industries. More than half the sites sit on Indigenous lands, where residents receive free heat supply.
CCPM-BC (Creston), CCPM-SK (Estevan), CCPM-MB (Vita), CCPM-ON1 (Sault Ste. Marie), CCPM-ON2 (Kingston) and CCPM-NB (Edmundston) — each a derelict quarry, retired thermal plant or old mine, matched to a defined U.S. regional market, with geological, ecological and transmission risks candidly documented for every site.
Core assets — six reactors and six computing centres — require an estimated USD 150–270 million, dynamically expandable with demand. Projected direct annual revenue exceeds CAD 10 billion across computing services, green power exports and cross-border heating, complemented by site-level models such as a solar-nuclear virtual power plant at Kingston and a nuclear-heat forestry complex at Edmundston.
2026年，全球人工智能竞争暴露出两大互为镜像的瓶颈：美国正面临二战以来最严重的结构性电力短缺与算力供给约束，而传统能源大国加拿大则长期受困于能源出口品类单一与原油价格折让。加拿大南方算力矩阵（CCPM）计划沿加美边境布局六座标准化"核电-算力-热能"综合供给枢纽，将加拿大本土钍资源转化为高附加值绿电、AI算力与跨境工业及民用热能。
每座枢纽将钍基熔盐堆（TMSR）与100P级AI算力中心一体化配置，六处实名棕地选址自不列颠哥伦比亚省克雷斯顿延伸至新不伦瑞克省埃德门兹顿——逐一对接明确的美国区域市场。项目建成后预计每年为加拿大创造逾100亿加元直接收入，支撑未来10至20年年均3%以上的GDP增速——通过与美国形成非对称战略相互依存，助力加拿大领跑G7经济增长。
第四代先进核电技术，具备固有安全性：常压运行、无堆芯熔毁风险、淡水消耗低。萨斯喀彻温省铀矿储量位居全球第二，铀矿尾矿中伴生丰富钍资源，保障完全本土化的燃料供应链。总装机容量12兆瓦，可随市场需求动态扩容。
六座100P级算力中心与核电站同址共建，采用电算一体布局——短距离配电降低输电损耗，加拿大低温气候优化冷却系统、进一步压缩能耗。矩阵将使加拿大算力服务成为美国市场的长期关键供给，重塑北美AI产业供需格局。
回收熔盐堆高温余热，向周边社区及美国边境城镇供应冬季采暖与工业用热，富余能源支持木材加工、制浆造纸等本地产业。半数以上选址位于原住民土地，向当地居民免费供热，夯实民生基础。
CCPM-BC（克雷斯顿）、CCPM-SK（埃斯特万）、CCPM-MB（韦塔）、CCPM-ON1（苏圣玛丽）、CCPM-ON2（金斯顿）与CCPM-NB（埃德门兹顿）——均利用废弃采石场、退役火电厂或旧矿场，逐一对接明确的美国区域市场，并如实披露各站点的地质、生态与输电风险。
核心资产——六座反应堆与六座算力中心——估算投资1.5亿至2.7亿美元，并可随市场需求动态扩容。算力服务、绿电出口与跨境供热的直接年收入预计逾100亿加元；站点级模式还包括金斯顿光伏-核电虚拟电厂与埃德门兹顿核能余热林业综合体。