Midjourney wants to know how Hollywood uses AI

AI is no longer just a software story. Samsung is expected to post a huge profit jump as memory demand surges, while SK Hynix is using the same boom to launch a massive U.S. listing. At the same time, Midjourney is pushing Hollywood to reveal how much it uses AI internally. Together, these stories show the same shift from different angles. AI is creating new winners, new money flows, and new legal fights.

In today’s post:

• Hollywood’s AI fight just got awkward

• Samsung’s AI memory boom is getting bigger

• SK Hynix wants Wall Street’s AI money

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GROWTH

Midjourney wants studios to reveal their own AI playbook

Midjourney is turning the lawsuit back on Hollywood. The company is being sued by major studios. Now it wants those same studios to disclose their AI use. That includes datasets, business plans, and internal presentations. The fight is no longer just about copying.

Here’s everything you need to know:

• Disney, Universal, and Warner Bros. are suing Midjourney over AI-generated content.

• Midjourney argues the studios may be using similar AI methods themselves.

• The company says that evidence could support its fair use defense.

• The studios say the issue is unauthorized use of their characters and work.

• Disney has already shown interest in AI partnerships and new tools.

• This case could expose how Hollywood really uses generative AI.

• The bigger question is whether AI use becomes acceptable only when studios control it.

This is where the AI debate gets uncomfortable. Everyone wants protection when their work is copied. But many also want the upside of the same technology. That tension will define the next phase of entertainment. The question is not whether studios will use AI. They probably will. The question is whether they can do it without losing trust.

AI CHIPS

AI demand is turning memory chips into the market’s pressure point

Samsung is riding the strangest kind of shortage. Not a shortage of customers. A shortage of memory. AI keeps demanding more computing muscle. And memory makers now have rare pricing power.

Here’s everything you need to know:

• Samsung is expected to report a massive profit jump this quarter.

• The main driver is surging demand for AI memory chips.

• Companies need more DRAM, NAND, and HBM for AI workloads.

• Agentic AI may increase demand even more than earlier AI tools.

• Memory supply is expected to stay tight through next year.

• Samsung, SK Hynix, and Micron have seen huge share rallies.

• The main risk is slower AI infrastructure spending by cloud companies.

This is less about Samsung alone. It is about where AI’s real bottleneck may be hiding. Not in apps. Not in flashy demos. But in the physical parts that make intelligence scalable. When one component becomes scarce, power shifts fast. Right now, memory makers have that power. The question is whether AI revenue grows fast enough to support it.

STRATEGY

The AI memory boom is now moving into U.S. markets

SK Hynix is turning demand into access. The company plans a $28 billion U.S. listing. That is not just a funding move. It is a bet on investor hunger. And AI has made memory chips hard to ignore.

Here’s everything you need to know:

• SK Hynix is launching a Nasdaq listing through depositary receipts.

• The company wants to raise about $28 billion from investors.

• Its stock is already up sharply this year.

• AI demand has made memory chips a core market story.

• SK Hynix has outperformed rivals Samsung and Micron.

• The listing gives U.S. investors easier access to the stock.

• The biggest concern is whether AI spending can keep rising.

This listing shows how fast power shifts. A company once hidden inside supply chains now has global attention. Not because it sells flashy AI apps. Because it sells what those apps need to exist. That is the quieter lesson here. In every boom, the visible winners get the headlines. But the infrastructure players often collect the most durable value.

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