WSJ Tech News Briefing TNB Tech Minute: Disney Will Invest $1 Billion in OpenAI And License Characters
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Dec 11, 2025 Disney is set to invest $1 billion in OpenAI, licensing over 200 characters for exciting short AI-generated videos. Meanwhile, Oracle faces a significant drop in stock prices due to concerns about spiraling costs in AI data-center spending. Additionally, a research firm warns that rising memory prices could squeeze profit margins for smartphone and laptop makers, setting the stage for a shake-up in the tech industry.
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Disney Backs OpenAI And Licenses Characters
- Disney will invest $1 billion in OpenAI and license characters for short AI-generated social videos.
- Users can generate clips featuring over 200 Disney, Marvel, Star Wars, and Pixar characters via Sora, some streaming on Disney+.
Oracle Spending Spurs Investor Worry
- Oracle shares plunged as investors worry about heavy spending on AI data centers tied to OpenAI.
- Quarterly capital spending hit $12 billion, overshooting estimates and pressuring investor sentiment.
Disney+ To Host AI-Generated Shorts
- A selection of user-generated short videos from the deal will be available on Disney+.
- The licensing expands Disney IP into AI-driven short-form content distribution.