Nvidia announced on December 15, 2025, the acquisition of AI software company SchedMD, underscoring its accelerated push into open-source technologies and deeper investment in the AI ecosystem amid intensifying competition. SchedMD is the primary developer of Slurm, a widely used open-source workload management system.

Walt Disney and OpenAI have reached a cooperation agreement under which Disney licenses its classic characters for use on Sora, OpenAI’s video generation platform. Bloomberg reports that OpenAI did not pay a traditional cash licensing fee to obtain Disney’s IP this time, but instead provided stock purchase warrants, allowing Disney to buy OpenAI shares at an agreed price in the future, on top of its existing US$1 billion equity stake.

As generative artificial intelligence (GenAI) and large model training rapidly increase computing power density, artificial intelligence (AI) data centers are entering a new phase where energy efficiency and thermal management have become decisive factors.

Baidu confirmed on December 7, 2025, that it is evaluating the spin-off and listing of its AI chip unit, Kunlunxin. This announcement came just one day before the US permitted H200 chip exports to China. Baidu cautioned that the plan is subject to regulatory approval and not guaranteed, tempering initial market enthusiasm.