This $200 Billion Streaming Giant Is Partnering With a Top AI Company (Hint: It’s Not Nvidia) | The Motley Fool

This 0 Billion Streaming Giant Is Partnering With a Top AI Company (Hint: It’s Not Nvidia) | The Motley Fool

By Neil Patel
Publication Date: 2025-12-17 14:15:00

Businesses in different industries are starting to leverage the power of artificial intelligence.

Despite fears of a possible bubble bursting, artificial intelligence (AI) is a technology that increasingly looks like it’s not going away. There are already businesses winning the AI race, whether they make hardware, operate cloud platforms, or run the large language models that have become so popular among consumers.

But other industries are starting to embrace AI instead of fighting it, showcasing how seriously executive teams are taking this new technology to bolster their competitive positions.

In fact, a prominent streaming giant just decided to partner with a top AI company in a move that could impact the media and entertainment sector. Investors should take notice.

Image source: Walt Disney.

The House of Mouse is leaning into AI

It was announced on Dec. 11 that Walt Disney (DIS +0.30%) entered a three-year partnership with OpenAI, licensing more than 200 characters (including Mickey Mouse, characters from Inside Out and Frozen, and Marvel superheroes) for photo generation on ChatGPT and video generation on Sora by those apps’ user bases. Disney can show these user-generated videos on Disney+, its streaming platform.

What’s more, Disney will invest $1 billion in OpenAI. And it will become a customer, integrating OpenAI’s technology across its organization in various ways for its employees and to help create new products for customers.

This is clear evidence that…