ABCD Roundup: Amazon's $100B AI Gambit and BlackRock’s Bitcoin Power Play

In this episode, we dive into the latest high-stakes moves in AI and blockchain. France and the UAE have announced plans for a €30-50 billion AI campus, aiming to position Europe at the forefront of the AI revolution—just as DeepSeek shakes up the landscape with new breakthroughs in cost efficiency and performance. Meanwhile, Amazon is poised to outspend its rivals with a massive $100 billion of projected investments in AI infrastructure, setting the stage for intensified competition among tech giants. On the blockchain front, BlackRock has strengthened its Bitcoin position, increasing its stake in Strategy (formerly MicroStrategy) to 5%, a move that could further solidify institutional confidence in BTC. Join us as we break down these major developments and their potential impact on AI, digital assets, and the future of global finance.

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This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.