BCE's AI Demand Should Help Secure Remaining Power Contracts -- Market Talk

Dow Jones05-26

0824 ET - BCE's should easily be able to contract its remaining 427 megawatts of available power earmarked for AI, says Desjardins analyst Jerome Dubreuil. He notes that management told investors the current customer pipeline "significantly exceeds 800 MW" including multiple opportunities above 100 MW, which gives the firm strong visibility on demand. The analyst says that BCE views the remaining capacity as effectively "put in the bank," reflecting its own confidence in securing long-term agreements. Fully contracting the remaining 427 MW of power could generate more than C$500 million in additional annual adjusted Ebitda, Dubreuil adds, noting that the data center opportunities should increasingly be reflected in BCE's share price in the coming quarters. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

May 26, 2026 08:24 ET (12:24 GMT)

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