OpenAI‑Disney Deal, GPT‑5.2 Model Launch, and AI‑Driven Market Shifts…

The three‑year partnership gives OpenAI’s Sora video generator and ChatGPT image tools access to over 200 Disney, Pixar, Marvel and Star Wars characters, while Disney invests $1 billion for equity and future AI services. The deal aims to pre‑empt copyright disputes and opens a new revenue stream for both firms. The Guardian notes the move could reshape the AI‑generated content landscape, whereas Wired warns it may set a “blueprint for the AI‑Hollywood war.” The Verge adds that Disney will showcase user‑generated clips on Disney+ to attract younger audiences. The Information Wired The Verge

After months of “code red” concerns, OpenAI announced GPT‑5.2, rolling out on ChatGPT and its API with improved reasoning and multimodal capabilities. CNBC reports the release is expected to stabilize the company’s valuation, while The Verge reveals plans for an “adult mode” slated for Q1 2026, featuring advanced age‑prediction safeguards. Analysts view the upgrade as a strategic pivot to recapture market confidence. CNBC The Verge

El Salvador’s government, led by President Nayib Bukele, will roll out xAI’s Grok chatbot to over 5,000 public schools, creating a national AI‑powered education platform for more than a million students. CoinDesk highlights the initiative’s focus on localized datasets and safety, while The Guardian stresses the controversy surrounding Grok’s past extremist content, raising questions about oversight. The project could become a template for AI‑enhanced curricula worldwide. CoinDesk The Guardian

Amazon’s AI‑generated recaps for Prime Video misidentified the era of Fallout flashbacks as the 1950s and mis‑summarized the season finale, exposing flaws in the model’s contextual understanding. Engadget points out that the errors undermine user trust, and Tech Radar notes that Prime Video has paused the feature while re‑training the system. The incident underscores the challenges of deploying generative AI at scale in entertainment. CNBC Tech Radar

New York became the first state to mandate disclosure of synthetic performers in advertisements, a law championed by Governor Kathy Hochul to protect consumers. Simultaneously, the Trump administration issued an executive order to supersede disparate state AI regulations, arguing for a unified national framework to preserve U.S. competitiveness. Deadline and TechSpot both stress the tension between consumer safeguards and industry flexibility. Deadline TechSpot

Valuations for the two largest model developers, OpenAI and Anthropic, fell to 36 × annualized revenue, down from 51 × in February, reflecting a market correction despite rising revenues. The Information links the decline to broader investor caution, while noting that AI‑app multiples also slipped. The trend suggests a shift from hype‑driven pricing to fundamentals‑based assessments. The Information

Despite a recent setback, Iliad remains committed to acquiring SFR assets, a move that could reshape France’s telecom landscape by creating a larger, more competitive player. Wall Street Journal (Markets) reports that the bid retains strategic value amid ongoing market fragmentation. Industry observers see the deal as a test of consolidation strategies in a post‑5G era. Wall Street Journal (Markets)

Broadcom’s fourth‑quarter earnings revealed a 74 % jump in AI‑chip revenue, lifting total sales to $18 billion and underscoring the firm’s role in powering AI workloads for cloud giants. MarketWatch highlights that the revenue boost helped the company exceed earnings expectations, while The Information emphasizes the broader AI‑chip boom driving semiconductor growth. The Information Market Watch

Google’s Gemini AI features are now embedded in the iOS version of Chrome, offering on‑page queries and summarization via a new notebook‑icon in the address bar. The Verge and 9to5Google detail the rollout, noting it follows a desktop debut and expands AI assistance to mobile users. Early feedback suggests increased productivity for on‑the‑go browsing. The Verge

A spike in DRAM costs, driven by soaring demand from AI data centers, has pushed Nintendo’s Switch 2 component expenses up 41 % in three months, threatening higher retail prices. TechSpot attributes the shortage to AI‑fuelled memory demand, warning that other consumer electronics may face similar pressures. The situation illustrates how AI workloads ripple through the broader hardware supply chain. TechSpot

AI tools such as Suno are increasingly used to produce country‑music tracks, with songs like “I Run” gaining viral traction on TikTok. The Verge reports that AI‑assisted songwriting is reshaping Nashville’s creative process, enabling rapid prototyping and new stylistic experiments. The trend signals a broader integration of generative AI into mainstream music production. The Verge