Rumfart Nyheder: 3 september 2025

December 12, 2025, 1:24 AM EST. Disney's $1 billion licensing deal with OpenAI and its Sora model marks a shift to AI-assisted storytelling, turning beloved IP into raw material for crowd-sourced creation. Ark Invest's Nicholas Grous frames this as a coming pre-AI vs post-AI era, predicting a flood of AI-generated clips that challenges traditional studios. Analysts note that as low-cost synthetic video proliferates, audiences may value work created largely by humans more highly, and that Disney's strength lies in its deep pre-AI catalog (Star Wars, classic princess films) which could become fuel for future shows. The loop could see AI-generated concepts tested online and selectively scaled into professional projects for Disney+ or theatrical releases, reshaping IP strategy and content pipelines.

December 12, 2025, 1:22 AM EST. Taiwan's tech-heavy equities are defying AI-bubble anxieties as investors bet on the island's pivotal role in the AI supply chain. Analysts say the benchmark index could breach a record 30,000 in 2026, supported by demand for chips powering AI and by domestic confidence even as foreign funds worry about lofty valuations. Taiwanese buyers see Taiwan as a linchpin in the AI ecosystem, with companies like TSMC standing to benefit from both GPU and TPU demand, while Nvidia and Google's TPUs are spotlighted as potential, cost-efficient challengers to GPUs. Despite macro tensions, local investors point to a healthy earnings backdrop and a price-to-earnings ratio around 21, lower than the Nasdaq or Nikkei. Goldman Sachs also says the current setup isn't a bubble, adding to cautious optimism.

December 12, 2025, 12:34 AM EST. Updated today: The Game Awards 2025 delivered a flood of announcements alongside the ceremony. Clair Obscur: Expedition 33 leads nominations with 12, including all craft categories, cementing its GOTY frontrunner status. On the announcements side, Crystal Dynamics and Amazon Games teased two Tomb Raider titles launching in 2026 and 2027. Keighley teased big reveals for Resident Evil: Requiem, though early leaks spoiled some art. New indie studio formed from former Respawn developers unveiled Highguard, a free-to-play shooter for Xbox, PS5, and PC launching January 26. Other highlights included Mega Man: Dual Override (2027), a brief Super Mario movie clip, Ace Combat 8: Wing of Theve (2025), and Star Wars: Galactic Racer (2026). The event also featured the return of Flute Guy and a signature The Game Awards medley.