OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble

In this episode of Big Technology Podcast, Alex Kantrowitz and Ranjan Roy discuss key AI news, starting with OpenAI's strategic shift towards enterprise AI in 2026, as revealed during a meeting between Sam Altman and media executives. They explore the implications of this move, contrasting it with OpenAI's consumer focus and debating whether it signals a change in the AI landscape where applications are becoming more critical than model development. The conversation then shifts to Disney's partnership with OpenAI, allowing users to create AI-generated videos with Disney characters, and the potential risks and benefits for both companies. They also analyze the recent struggles in the AI infrastructure trade, with Oracle and Broadcom facing market corrections, and discuss whether this indicates a broader unraveling of the AI investment boom. Finally, they touch on the New York Times report about tensions within Meta's superintelligence team, questioning the team's focus and integration with Meta's core business objectives.