For government and business leaders, AI isn't the future. It's the force reshaping today.

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now at guidehouse.com. Here's your morning T&B Tech Minute for Thursday, December 11th. I'm Julie Chang for the Wall Street Journal.

Disney is making a $1 billion investment in OpenAI and will allow the AI platform to use its characters and properties to generate short, user-prompted social videos.

The three-year licensing deal will let users generate videos using SORA, OpenAI's

short-form AI video platform, of more than 200 Disney, Marvel, Star Wars, and Pixar characters.

A selection of these short videos will be available to stream on Disney Plus. Oracle stock is on

pace for its worst day since January. Investors are fretting over how much the

company is spending to build out AI data centers for OpenAI and others. Shares are down

roughly 14%. The stock hasn't fallen more than 10% since late January. When concerns about the

success of DeepSeek, a Chinese AI startup knocked U.S. tech stocks.

Oracle's results yesterday showed its quarterly capital spending hit $12 billion, overshooting consensus

estimates by 44 percent. That's according to facts that. Overall revenue and operating income

fell slightly short of expectations, as did AI-related cloud infrastructure revenue.

And smartphone and laptop makers will face a squeeze from the renewed rise in memory prices

that's according to research firm Trendforce. It expects a sharp jump and dynamic RAM costs in early

26 to pressure margins, forcing brands to rethink pricing

and product specs. Trendforth warns that even Apple won't be spared. Higher memory costs will

likely drive up production costs for upcoming iPhones, potentially limiting the price cuts Apple

usually makes for older models. Plus, budget and mid-range Android brands may have to raise

prices and adjust product life cycles to avoid deeper losses. The firm says laptop makers could hold

on in the short term, but will need to eventually shift to lower specs or higher price tags.

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