Why Disney Is Investing $1 Billion in OpenAI

为何迪士尼投入10亿美元投资OpenAI

WSJ What’s News

2025-12-12

13 分钟
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P.M. Edition for Dec. 11. Disney announces a $1 billion investment and licensing deal with OpenAI that lets users put their characters in AI-generated videos. WSJ entertainment reporter Ben Fritz discusses why Disney came to terms with OpenAI and what risks it faces. Plus, Oracle shares fall nearly 11% as investors worry the company is overspending on AI, dragging the Nasdaq down with it. And in an effort to break its dependence on China, the U.S. is developing its own critical minerals industry—and, as Journal reporter Heather Somerville explains, Silicon Valley is giving it a boost. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • What Disney gets out of letting open AI users drop Mickey Mouse and Buzz Lightyear into AI videos.

  • This gives Disney a financial stake in the hottest AI company in the world.

  • Plus, after two Senate votes fail,

  • hope is fading for a deal to extend healthcare subsidies for millions of Americans before the end of the year.

  • And how Silicon Valley is giving a boost to a U.S.

  • push into critical minerals against China.

  • It's Thursday, December 11th.

  • I'm Alex Ocilla for The Wall Street Journal.

  • This is the PM edition of What's News,

  • the top headlines and business stories that move the world today.

  • Disney has licensed its characters to open AI for three years as part of a deal the two companies announced today.

  • Disney is investing $1 billion in open AI with the possibility of buying more stock.

  • On Open AI's Sora video platform, users will be able to generate videos of more than 200 Disney,

  • Marvel, Star Wars, and Pixar characters, including Darth Vader, Homer Simpson, and Spider-Man.