AI News Roundup — March 25, 2026 (Enterprise + Product)

Published March 25, 2026

OpenAI killed Sora and blew up its $1B Disney deal in a single day, signaling a sharp pivot away from video generation toward infrastructure and capital. Meanwhile, Claude got full computer-use capabilities and Arm shipped its first-ever silicon — the AI stack is consolidating fast.

Top Stories

Shipping & Platform

Policy & Governance

One Take

Today's news is really one story told three ways: the AI stack is collapsing vertically. OpenAI exits video to double down on foundation model infrastructure. Arm stops licensing and starts shipping silicon. Anthropic turns Claude into an OS-level agent. The mid-layer commoditizes fast — companies that bet on point solutions (Sora, standalone video apps) are getting squeezed between foundation models eating up and purpose-built hardware eating down.

Action item: If you're evaluating AI vendors right now, weight durability of moat over feature surface — the companies that own a layer (compute, model, distribution) will survive; single-feature wrappers won't.