Core Viewpoint - The Walt Disney Co. has issued a cease-and-desist letter to Google, alleging massive copyright infringement related to its AI training models and services [1] Group 1: Allegations Against Google - Disney claims that Google's infringement is willful and alarming, leveraging its dominance in generative AI to make infringing services widely available [2] - The letter states that Google has refused to implement technological measures to prevent copyright infringement, despite such measures being available and used by competitors [4] - Disney alleges that Google has copied a large corpus of its copyrighted works for training models, including characters from Star Wars, Marvel, Pixar, and The Simpsons [5] Group 2: Legal Actions and Context - Disney has previously sent cease-and-desist letters to other companies, including Meta and Character.AI, and is involved in litigation against Midjourney and Minimax [3] - The letter describes Google as operating like a "virtual vending machine," reproducing and distributing Disney's copyrighted works on a mass scale [6] - Disney's letter highlights that many infringing images generated by Google's AI services are branded with Google's Gemini logo, misleading consumers into thinking the use of Disney's IP is authorized [6]

迪士尼同意向OpenAI投资10亿美元，并将米老鼠和灰姑娘等标志性角色授权给OpenAI的短视频人工智 能平台Sora。 12月11日，据彭博社报道，根据协议条款，Sora将能够生成由用户发起的短视频，供粉丝观看和分享。 这些视频将使用来自迪士尼、漫威、皮克斯和星球大战的200多个动画角色，该协议不涉及任何人物肖 像或配音的使用。 与此同时，迪士尼将成为OpenAI的主要客户，利用其工具构建新产品和体验，并为员工部署 ChatGPT。 迪士尼首席执行官Bob Iger在声明中表示： "人工智能的快速发展标志着我们行业的一个重要时刻，通过与OpenAI的合作，我们将深思 熟虑、负责任地利用生成式人工智能扩展我们故事讲述的影响范围，同时尊重和保护创作者 及其作品。" 好莱坞制片厂此前对与人工智能公司合作持谨慎态度，一方面忧虑其数据使用方式，另一方面也担心会 引起日常合作的工会组织的不满，遭到创作端人员的抵制。 然而，据彭博社早前报道，OpenAI已积极与包括迪士尼、康卡斯特旗下环球影业及华纳兄弟探索公司 在内的行业头部制片厂展开接洽，共同探索其视频生成模型Sora在创意与商业层面的应用潜力。 今年9月，OpenA ...

Core Insights - Disney announced a $1 billion investment in OpenAI, enabling users to create videos with Disney characters on the Sora platform, marking one of the largest AI-related deals this year [1][13] - Global annual spending on AI is projected to reach $375 billion by the end of this year and exceed $3 trillion annually by 2030, according to UBS [1] Investment Landscape - Over a dozen billion-dollar deals in AI have been reported this year, indicating a significant increase in funding and interest in the sector [1] - A Bank of America survey revealed that 53% of investors believe AI stocks may be in a bubble, reflecting concerns about potential overvaluation in the tech sector [2] Major AI Deals - The largest AI infrastructure project announced involves a $500 billion investment by OpenAI, SoftBank, and Oracle, aimed at developing AI infrastructure in the U.S. and creating 100,000 jobs [3] - OpenAI has signed a contract with Oracle for $300 billion in computing power over the next five years, with Oracle providing approximately 4.5 gigawatts of power capacity [4] - Nvidia is investing $100 billion in OpenAI, which will utilize at least 10 gigawatts of Nvidia's systems for AI model training [4] - Amazon plans to invest up to $50 billion to enhance AI infrastructure for U.S. government customers, adding nearly 1.3 gigawatts of capacity through new data centers [5] - Anthropic is also investing $50 billion in AI infrastructure, with projects expected to create 800 permanent jobs and over 2,000 construction roles [6] - Oracle's deal to purchase $40 billion worth of Nvidia's AI chips is part of the initial project for the Stargate initiative [6] - OpenAI and Amazon's partnership is valued at $38 billion, involving the use of Amazon's cloud services and Nvidia processors [7] - Google plans to invest $25 billion in data centers and AI infrastructure over the next two years [9]

周四，迪士尼(DIS.US)股价逆市上涨超1.4%，报110.38美元。该公司宣布，将向ChatGPT母公司OpenAI 投资10亿美元股权，并签署一项重量级授权协议，允许OpenAI旗下生成式视频模型Sora使用迪士尼丰 富的知识产权创作AI视频内容。 迪士尼表示，在此次合作下，公司将成为OpenAI的重要企业客户，使用其API开发全新产品、工具与用 户体验，包括面向Disney+的功能，并将在内部部署ChatGPT协助员工工作。双方预计，Sora及ChatGPT Images将在2026年初开始推出消费者创作的粉丝向视频内容，使用迪士尼的多品牌授权角色。 OpenAI首席执行官奧特曼在声明中表示："迪士尼是全球叙事领域的黄金标准，我们非常高兴能合作， 让Sora与ChatGPT Images能够扩展大众创作与体验内容的方式。" 迪士尼CEO艾格也指出："人工智能的快速发展对我们的行业意义重大。通过与OpenAI的合作，我们将 在尊重与保护创作者的前提下，以审慎且负责任的方式拓展迪士尼故事的影响力。" 根据这项为期三年的合作，OpenAI将可使用超过200个来自迪士尼、漫威、皮克斯与《星球大战》宇宙 的角色 ...

迪士尼表示，在此次合作下，公司将成为OpenAI的重要企业客户，使用其API开发全新产品、工具与用 户体验，包括面向Disney+的功能，并将在内部部署ChatGPT协助员工工作。双方预计，Sora及ChatGPT Images将在2026年初开始推出消费者创作的粉丝向视频内容，使用迪士尼的多品牌授权角色。 OpenAI首席执行官奧特曼在声明中表示："迪士尼是全球叙事领域的黄金标准，我们非常高兴能合作， 让Sora与ChatGPT Images能够扩展大众创作与体验内容的方式。" 智通财经APP获悉，周四，迪士尼(DIS.US)股价逆市上涨超1.4%，报110.38美元。该公司宣布，将向 ChatGPT母公司OpenAI投资10亿美元股权，并签署一项重量级授权协议，允许OpenAI旗下生成式视频 模型Sora使用迪士尼丰富的知识产权创作AI视频内容。 根据这项为期三年的合作，OpenAI将可使用超过200个来自迪士尼、漫威、皮克斯与《星球大战》宇宙 的角色生成AI视频内容。用户也将能够在Disney+平台上观看精选的Sora生成视频。协议不包含任何真 实演员的肖像权或声音授权。 迪士尼CEO艾格也指出："人工 ...

Core Insights - The Walt Disney Company has entered a three-year partnership with OpenAI, which includes a $1 billion equity investment in OpenAI [1][5] Group 1: Partnership Details - The partnership will integrate Disney's iconic characters into OpenAI's Sora AI video generator, allowing users to create videos using over 200 characters from Disney, Marvel, Pixar, and Star Wars [1][2] - Disney will also become a major customer of OpenAI, utilizing its APIs to develop new products and experiences, including for Disney+ [6] Group 2: Character Availability - Users will have access to a wide range of characters, including Mickey Mouse, Ariel, and characters from popular franchises like Encanto, Frozen, and Toy Story [3][4] - The agreement allows for the use of these characters in ChatGPT Images, but does not include any talent likenesses or voices [4] Group 3: Industry Context - Disney's CEO Bob Iger emphasized the importance of responsibly extending storytelling through generative AI while protecting creators' rights [5] - OpenAI's CEO Sam Altman highlighted the collaboration as a model for how AI companies and creative leaders can work together to promote innovation [8] - Despite this partnership, Disney has previously taken legal action against other AI platforms for intellectual property violations, indicating a cautious approach to AI integration [8][9]

分组1 - Oracle shares are declining due to disappointing cloud sales and increased data center spending, with the company expecting to spend $50 billion for the fiscal year, a $15 billion increase from previous forecasts [1][2] - The Federal Reserve has issued its third consecutive rate cut this year, with discussions indicating a pause in further cuts, highlighting divisions among Fed officials regarding future policy [1][2] - Investors are balancing concerns over the AI sector, particularly following Oracle's results, which have reignited fears of an AI bubble, impacting market sentiment [1][2] 分组2 - Disney is making a $1 billion equity investment in OpenAI as part of a licensing deal for content on OpenAI's Sora video generation app, marking a significant partnership in the AI space [2][3] - Eli Lilly's next-generation obesity drug has shown promising results, with patients losing an average of nearly 24% of their body weight in a late-stage trial, indicating potential market entry soon [3] - Coca-Cola has appointed Henrique Braun as its new CEO, who has extensive experience within the company, signaling a leadership transition [3] 分组3 - Gemini Space Station's affiliate, Gemini Titan, has received approval from the CFTC to operate as a designated contract market, allowing it to offer regulated prediction markets to U.S. customers [3] - Nextdoor is focusing on improving user engagement by reducing spam notifications by 80% without affecting active user numbers, aiming to enhance its net promoter score [3][4] - The company is exploring AI-driven services to better connect users with local services, potentially increasing engagement and revenue opportunities [3][4]

Core Insights - Disney is integrating its iconic character catalog, including Marvel, Star Wars, and Pixar, into OpenAI's Sora AI social media app, allowing users to create AI-generated videos without copyright concerns [1] - Disney is making a significant $1 billion equity investment in OpenAI, which will enable Disney employees to access ChatGPT and utilize APIs for developing new products and experiences [2] - The partnership will enhance Disney Plus, as subscribers will have the opportunity to view select Sora AI videos directly on the Disney Plus app [2]

Group 1 - The core point of the article is that Disney (DIS.N) has seen a 2% increase in stock price following the announcement of a $1 billion investment in OpenAI and the introduction of its cartoon characters into SORA [1] Group 2 - Disney's investment in OpenAI amounts to $1 billion, indicating a significant commitment to artificial intelligence and technology [1] - The integration of Disney's cartoon characters into SORA suggests a strategic move to enhance brand presence in digital platforms [1]

RT Watcher.Guru (@WatcherGuru)JUST IN: Disney $DIS to invest $1 billion into OpenAI. https://t.co/iWqeXMcxjb ...