Amazon's AI Investment, OpenAI Stargate, and Paris AI Action Summit

In this episode, Michelle explores Amazon's $100 billion AI investment, providing a competitor analysis and market reactions. She discusses OpenAI's Stargate venture, Trump's announcement on U.S. AI data centers, and the rise of DeepSeek, including its partnership with Sberbank. The episode also covers Chinese AI advancements and the UAE's investment in a sustainable French AI data center. Michelle concludes with insights from the Consortium and AI Action Summit in Paris, followed by closing remarks and a reminder to subscribe.