Disney's $1 Billion OpenAI Investment Makes 2025's Top AI Deals (Full List, Ranked)
DisneyDisney(US:DIS) Forbes·2025-12-11 15:25

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]