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. (0:00) Amazon's $100 billion AI investment and competitor analysis (1:27) Amazon's AI infrastructure and market reactions (3:17) OpenAI's Stargate venture and Trump's announcement (4:22) Potential locations for U.S. AI data centers and DeepSeek's emergence (5:30) Impact of DeepSeek on AI industry and Sberbank's collaboration (6:58) Global implications of Chinese AI advancements (8:11) UAE's AI data center investment in France and sustainability focus (9:52) Consortium and AI Action Summit in Paris (10:38) Closing remarks and subscription reminder