Canada's software market was $73B in 2024.

https://www.grandviewresearch.com/horizon/outlook/software-m...

Am I missing something when I go to the companies here all of them except SAP are USA companies? So this research is just pointing out that Canada spends all it's software money in the USA?

I'm in public sector IT and yes, Microsoft Canada is considered a Canadian company. And yes, it's dumb as hell.

As a response to the tariffs we were told to use Canadian companies, and lo and behold, all of our big name software companies were magically Canadian.

Mostly because it's easier to get a Canadian visa and pay less. I can't tell you how many times I've seen this in hiring panels.

Canada just announced a huge deal with China last week. You're wrong on all counts.

No. You're wrong on all counts. That was not a "huge deal". Canada reduced tariffs on EVs to get reduced tariffs on some agriculture items. This put things back to where they were a few years ago. Canada doesn't have a free trade deal with China like it does with the US and Mexico.

Canada has been extremely closely aligned with US vehicle manufacturing for over a century. I'm not sure if Canada has a bigger lever to shoot american auto manufacturing in the leg. Opening the door to Chinese electric vehicles rattles the very foundations of American manufacturing. If anything, "huge deal" was an understatement.

No, the "huge deal" was when the US crippled the entire North American vehicle manufacturing industry.

The EU doesn't make any software? Really now..

It feels like France is actually leading on the infrastructure side of things right now. With Mistral and Hugging Face both in Paris, the open source AI ecosystem is pretty heavily concentrated there.

And OVH and Scaleway. Also Gandi.

And Murena, one of the best shots at an alternative mobile OS ecosystem in Europe (preferably on Fairphone, which is Dutch).

Though Germany has a lot of light and heavyweights as well, SAP, SUSE, NextCloud, Hetzner, etc.

Lol Gandi is a joke now that they have entered the desperately milking any remaining customers that haven't moved off yet phase.

Having worked extensively with OVH and Scaleway, I find it to be a far cry from what American hyperscalers offers. The cloud offering is just too thin and brittle as of now, though I think they will eventually get there because of the CLOUD Act which in the long term might prove to be a gigantic own-goal on the part of the US.

Europe makes lots of quality software, it just doesn't scale economically. And that's an issue with access to capital and to a lesser extent legal fragmentation, not talent or willingness. That's why there's a constant push for markets reforms in the EU, on top of unified corporate structures (one might even call them "federal") being in the pipeline.