Tech

summary.Disney is taking a $1 billion equity stake in OpenAI and licensing over 200 of its iconic characters to the AI video platform Sora. The three‑year deal lets users generate AI‑crafted videos featuring Disney IP, creating new revenue streams, personalized content and brand protection. It also gives Disney influence over future AI roadmaps. Risks include creative dilution, regulatory scrutiny and financial exposure as AI‑generated media markets grow.

words.Google DeepMind will open its first automated research lab in the UK next year, integrating advanced AI models with robotics for high‑throughput experiments aimed at next‑generation superconductors and semiconductor materials. British scientists will get priority access to DeepMind’s AI tools, accelerating the nation’s scientific output and bolstering its AI hub status. The partnership may expand to nuclear‑fusion research and public‑sector AI applications, while attracting venture capital and talent, potentially delivering breakthroughs like room‑temperature superconductors and extending Moore’s Law.

.Oracle’s shares fell over 12% after the company posted Q4 revenue of $16.06 billion, missing forecasts despite strong AI‑infrastructure demand. The miss dragged down other AI‑related stocks such as Nvidia and Microsoft. Oracle recently raised $18 billion in bonds and secured a $300‑billion partnership with OpenAI, but faces investor concerns over a heavy debt load and aggressive capex, now projected at $50 billion for the year. Analysts warn the firm must monetize AI services profitably to justify the borrowing and sustain shareholder value.

.Nvidia has introduced an optional software suite that lets owners of its AI GPUs verify the physical location of their hardware via a lightweight client agent sending read‑only telemetry. The tool provides a global dashboard showing GPU health, IP addresses and inferred locations, but contains no “kill switch” or remote‑control capability. Developed amid U.S. pressure to embed tracking for export‑control compliance—particularly toward China—the service aims to help customers demonstrate jurisdictional compliance, though it raises privacy and security concerns among enterprise users.

The UK and Germany are emerging as the core of Europe’s AI‑driven defence‑tech boom. Private capital has jumped to $4.3 bn since 2022, backed by NATO’s 5 % GDP defence‑spending pledge and national policies such as the UK’s £5 bn tech‑investment package and Germany’s €100 bn budget from 2026. Start‑ups like Helsing, Quantum Systems, PhysicsX, Cambridge Aerospace, Tekever and Stark have secured multi‑hundred‑million‑euro rounds and major contracts with the RAF, German army and NATO allies. Strong talent pools, manufacturing bases and AUKUS links aid scaling, but slow procurement, export‑control hurdles and a shortage of security‑cleared engineers remain key obstacles.

The Federal Reserve cut rates by 0.25 percentage points in December, pairing a modest “hawkish” trim with a new $40 billion‑monthly Treasury bill purchase program that quietly eases liquidity. Officials forecast stronger 2026 growth and signal only two more cuts before 2027, prompting a market rally and expectations of a “Santa Claus” surge. Meanwhile, NATO’s 5 %‑GDP defense‑spending target is driving a $4.3 billion influx into European AI‑defense startups, creating investment opportunities as legacy contractors partner with agile AI firms.

South Korea’s SK Hynix is evaluating a U.S. stock‑market listing, potentially using about 2.4 % of its treasury shares as American Depositary Receipts. The move follows a 230 % surge in its Seoul share price driven by booming AI hardware demand. A U.S. listing would give American investors direct access, improve liquidity, and narrow the valuation gap with peers like Micron and Samsung. SK Hynix is also expanding capacity, investing ~$4 billion in an Indiana advanced‑packaging fab and supporting a new domestic foundry project to secure its role in the AI‑driven memory market.

Big‑tech firms are pouring over $50 billion into India’s cloud and AI infrastructure, with Microsoft committing $17.5 billion and Amazon more than $35 billion, while Intel plans local chip production. Leveraging abundant land, low power costs, a skilled talent pool and a massive digital user base, India is becoming a hub for AI‑driven applications rather than core model development. Analysts see the country’s data‑center market as a “sweet spot” for global providers, offering growth opportunities amid rising domestic demand and regulatory pressures for local data storage.

The Federal Reserve lowered its benchmark rate by 25 bps, paired with a new $40 billion Treasury‑bill purchase program and an upgraded 2026 GDP growth forecast to 2.3 %. Chair Powell dismissed further hikes, prompting equity markets to rally and expectations of a year‑end “Santa Claus” surge. Meanwhile, President Trump’s criticism of Europe’s response to the Ukraine war heightened geopolitical tension, raising risk for tech and defense sectors that rely on transatlantic coordination and joint R&D. Investors are cautioned that policy uncertainty could increase volatility.

Cisco’s share price topped its dot‑com peak, reaching $80.25 and making it the world’s most valuable public company. After surviving the 2000 bust, Cisco broadened its offerings through acquisitions such as Scientific‑Atlanta, Webex, Duo, AppDynamics and Splunk, shifting toward software‑heavy, AI‑ready solutions. In the current AI boom, Cisco reports $1.3 billion in quarterly AI‑infrastructure orders and a 7.5% revenue rise to $15 billion, while facing competition from cloud‑native silicon and margin pressure. Yet its stock is up about 36% in 2025, outpacing the Nasdaq, as investors back its diversified, high‑margin growth strategy.