Sovereign AI built for regulated Canadian environments.
This deck describes the target operating model we are building toward.
Oction Labs has not entered into any service or revenue contracts to date. Phase 0 infrastructure is live and buyer conversations are underway.
Sovereign AI built for regulated Canadian environments.
Regulated industries cannot legally use general-purpose AI.
Three models. One vertically integrated stack.
Three converging forces create a 24-36 month window.
We are positioned at the intersection of four revenue segments.
| Segment | TAM | SAM (5-year) | Notes |
|---|---|---|---|
| Canadian municipal AI services | $2.1B | $340M | Predictable procurement, defined compliance |
| Regulated enterprise AI | $8.4B | $1.2B | Health, finance, legal – high contract value |
| Sovereign data licensing | – | $180M (Year 3) | Proprietary asset layer from deployments |
| Net Zero compute + grants | $450M | $60M (Year 3) | Government-funded infrastructure arbitrage |
| Total addressable in 5 years | $1.78B | ||
What we have built without outside capital.
Every Model 1 deployment makes Model 2 more valuable.
Competitor weakness versus our advantage.
This round turns Oction from a services-led systems company into a sovereign AI infrastructure platform.
We are building the sovereign AI layer for regulated Canadian infrastructure. If you are constructing the same future, let us talk.