# Caseway Shifts Toward Canadian Defense

Ottawa-based AI company Caseway says it is declining U.S. government-related opportunities and refocusing on Canadian defense, while also pursuing markets in Europe and Taiwan, amid Canada-U.S. trade tensions. The shift points to potential demand for Canadian defense AI capabilities, but no specific solicitation, award, funding amount, or procurement timeline is identified. Expanding domestic capacity may be constrained by access to growth capital and the time and investment needed for compute, data-centre, and energy infrastructure.

- Canadian procurement teams can assess Caseway and other domestic AI firms as potential sources of defense capabilities; the signal does not identify an open competition or established contract opportunity.
- Companies pursuing Canadian defense work should account for the capacity constraints cited, particularly access to capital and the infrastructure needed to support AI workloads.
- Caseway’s decision indicates that trade tensions may influence where AI suppliers pursue government business, while its Europe and Taiwan interests point to competing international markets.

**Jurisdictions:** international
**Industries:** Defense & Military, Information Technology
**Topics:** Artificial Intelligence
**Published:** October 12, 2026

### Government Entities
- Government of Canada
- U.S. government

### Vendors
- Caseway ()

### Key Quotes
> The Canadian government, for the first time, is really focusing on defense. They’re putting large amounts of money behind it.
> — Al Vigier, CEO of Caseway

### Sources
- [Canadian AI company turns away from U.S. government work amid trade tensions - National | Globalnews.ca](https://globalnews.ca/news/12098107/canadian-ai-company-caseway-turns-away-u-s) - Global News