Oracle's Earnings Signal About AI Demand

Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinking about OpenAI’s prospects. More on the whole Data Centers In Space phenomenon. And let me introduce you to the Model Context Protocol to make the web safe for AI agents.

• Disney Inks Blockbuster OpenAI Deal to Bring More Than 200 Characters to Sora Video Platform, Will Invest $1 Billion in AI Company (Variety)
• Disney to Invest $1 Billion in OpenAI, License Suite of Characters for Sora in Landmark Deal (The Wrap)
• Oracle Can’t Escape OpenAI’s Shadow (WSJ)
• Spotify tests more personalized, AI-powered ‘Prompted Playlists’ (TechCrunch)
• Bezos and Musk Race to Bring Data Centers to Space (WSJ)
• MCP has already taken the industry by storm, and now Anthropic is giving it away. (The Verge)

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