In a landmark deal, Disney is investing $1 billion in OpenAI and licensing its vast character library for use in AI tools. The three-year agreement will let Sora create videos and ChatGPT generate images featuring iconic Disney, Marvel, Pixar, and Star Wars IP.
Steve Eisman, famous for predicting the 2008 financial crisis, is raising a red flag on the AI investment frenzy. He’s worried the foundational belief that ever-larger language models will keep improving is starting to crack, which could ripple through chip demand and company spending.
A new report highlights how cyberattacks are causing real-world factory shutdowns. With over half of manufacturers experiencing operational outages, the line between digital and physical security has vanished.
Oracle just told investors its AI buildout is getting even more expensive, raising its 2026 capital expenditure forecast by a whopping $15 billion. The news sent shares tumbling over 11%, even as the company reported strong cloud growth and a backlog swollen by commitments from Meta and Nvidia.
Power Mining is deploying portable data centers that mine Bitcoin and use the waste heat to warm homes. The first two units are headed to a Scandinavian town to provide 1.52MW of thermal power.
Inito, known for its fertility hormone monitor, just raised a $29 million Series B. The company plans to use AI to design synthetic antibodies, aiming to create a new generation of at-home tests for pregnancy, menopause, and more.
vivo has launched a new marketing campaign with National Geographic Creative Works called “Go Into the Wild.” The project will use the new X300 and X300 Pro smartphones to film a documentary across India’s diverse ecosystems.
AMD is targeting the power-constrained embedded server market with its new EPYC 2005 series processors. Built on the Zen 5 architecture, these chips promise higher performance density and efficiency in a tiny package compared to Intel’s offerings.
Virtual power plants are hitting an inflection point. A decade of battery tech gains and smarter software is making them viable, just as soaring electricity demand and grid bottlenecks create a desperate need. The big question now is whether markets and utilities will get out of the way.
Microsoft is making its largest Asian investment ever, pledging $17.5 billion for India’s AI and cloud infrastructure. The move heats up the battle with Google and Amazon in a critical growth market. But significant infrastructure challenges remain.
