TSX:4151 1 February 2026

March 15, 2026, 8:26 PM EDT. Bell Canada and Coveo announced a sovereign AI partnership to modernize digital services for Canadian governments, keeping AI operations within Canada under local law. This deal integrates Coveo's AI-Relevance Platform with Bell AI Fabric, aiming to build a domestic AI ecosystem through Bell's Ateko division. For BCE (TSX:BCE), this complements its strategic shift toward higher-margin digital and AI services while managing regulatory and capital expenditure challenges. BCE projects CA$26 billion revenue and CA$2.8 billion earnings by 2028, reflecting steady growth amid ongoing dividends. Analysts remain divided between cautious forecasts and bullish outlooks spurred by AI integration. Investors should weigh rising leverage and CapEx against potential gains in AI-driven public sector contracts to assess BCE's evolving narrative.