Gestalt It Rundown

CoreWeave, a cloud provider backed by NVIDIA, secured a $6.3 billion order for AI computing capacity, with NVIDIA agreeing to buy any unused supply through 2032. The deal highlights CoreWeave’s reliance on NVIDIA, its sole GPU supplier and investor, while boosting its role in powering AI workloads. Despite strong growth—$1.21 billion in Q2 revenue, up 207% year-over-year—the company remains unprofitable, losing $290.5 million. Major contracts, including an $11.9 billion deal with OpenAI, have fueled demand and pushed CoreWeave’s market value above $58 billion.Time Stamps: 0:00 - Cold Open0:25 - Welcome to the Tech Field Day News Rundown1:20 - Tarboro Data Center Rebuff Tests North Carolina’s Development Future5:17 - Broadcom and OpenAI Team Up for AI Chips8:53 - OpenAI and Microsoft Restructure Deal12:20 - Scattered Lapsus$ Hunters is shutting down14:59 - Google Sued by Rolling Stone Owner for AI Summaries18:26 - Anthropic Report Reveals Misuse of Claude in Cyberattacks21:31 - CoreWeave and NVIDIA Strike $6.3

A U.S. judge ruled Google does not have to sell its Chrome browser in an antitrust case. Instead, Google must end some exclusive deals and share parts of its search data with rivals. The decision kept Google’s core business intact and boosted Alphabet’s stock. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and guest host Ned Bellavance. Time Stamps: 0:00 - Welcome to the Tech Field Day News Rundown1:25 - Atassian Ends Datacenter Services in Favor of Cloud4:47 - T-Mobile and Southwest Partner for Free Wi-Fi8:30 - Red Sea Cable Cuts Cause Azure Reroute by Microsoft11:14 - Salesloft Drift Breach Tracker14:41 - Cisco Partners with VAST Data for Agentic AI Platform17:47 - Midjourney Sued by Warner Bros. to Stop IP AI Creation23:06 - Chrome Stays with Google34:13 - The Weeks Ahead 35:32 - Thanks for WatchingGuest HostNed Bellavance, Content Creator, Ned in the CloudsFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, an

New York Attorney General Letitia James has filed a lawsuit against Zelle’s parent company, Early Warning Services, accusing it of failing to protect customers from widespread fraud that cost victims over a billion dollars between 2017 and 2023. The suit claims EWS ignored known vulnerabilities and failed to enforce anti-fraud rules on its partner banks. Experts say the case raises major questions about the responsibilities of real-time payment platforms, highlighting the need for stronger security, identity verification, and consumer education. While a victory for New York could result in fines and mandated reforms, it remains uncertain whether consumers will see meaningful change or restitution. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke. Time Stamps:0:00 - Cold Open0:24 - Welcome to the Tech Field Day News Rundown1:15 - DevOps Platforms Face Major Outages and Security Risks4:50 - Avaya Offering Staff Exit Packages8:00 - World’s first Agent-to-Agent testing la

Mary Ann Davidson, Oracle’s long-time Chief Security Officer, is leaving after nearly 40 years with the company. Known for both her leadership and controversial stances on security issues, her departure comes amid layoffs and a shift at Oracle toward AI-focused strategies. While not directly linked to recent security incidents, her exit reflects a generational change as the company brings in younger executives to tackle new cybersecurity and AI challenges.Time Stamps: 0:00 - Cold Open0:27 - Welcome to the Tech Field Day News Rundown1:13 - Broadcom Expands VCF for AMD GPUs and AI5:27 - McDonald’s Hiring Bot Served Up Personal Data to Hackers9:20 - VAST Data Unveils SyncEngine to Streamline AI Data Pipelines12:33 - Nir Zuk, Founder of Palo Alto Networks, Retires15:40 - Google and Meta $10 Billion Cloud Deal18:34 - HPE Expands Agentic AI Capabilities for Juniper Mist23:58 - Oracle CSO Mary Ann Davidson Retires Amid AI-Focused Shift32:37 - The Weeks Ahead 34:48 - Thanks for Watching the Tech Field Day News Rundow

SoftBank is investing $2 billion in Intel by buying shares at $23 each, strengthening their partnership to advance U.S. semiconductor technology. Both companies said the deal supports innovation, AI growth, and next-generation digital infrastructure, with Intel playing a key role in U.S. manufacturing. The agreement is still subject to standard closing approvals. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke. 0:00 - Cold Open0:31 - Welcome to the Tech Field Day News Rundown1:48 - AWS Gets Oracle Database Services5:24 - Cisco Sends Firewall Warning8:39 - Meta allows AI to behave like a bad person12:14 - Druva Automates Data Protection with AI Agents15:59 - Google contracts modular nuclear power for data centre growth 19:47 - Apple's Backdoor Security Demand by UK Dropped23:32 - AI maybe taking over the world, autonomous robots not so much 27:37 - A Closer Look: Intel Investors Everywhere37:12 - The Weeks Ahead: Upcoming Tech Field Day Events40:56 - Thanks for Wa

Microsoft is making GitHub part of its CoreAI team after GitHub CEO Thomas Dohmke announced he’s leaving to start a new company. Dohmke will stay until the end of 2025 to help with the transition. Instead of hiring a new CEO, GitHub’s leaders will now report directly to Microsoft’s AI group, led by Jay Parikh. This move shows Microsoft’s plan to connect GitHub more closely with its AI tools and developer platform as it pushes forward in AI development. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Chris Grundemann. Time Stamps: 0:00 - Cold Open0:26 - Welcome to the Tech Field Day News Rundown1:08 - CSG Acquires Arctera3:55 - Trump Calls for Intel CEO’s Resignation Over China Links7:41 - NVIDIA and AMD Agree to Share China Revenue with U.S. for Chip Export Licenses12:24 - AOL Says Goodbye to Dial-Up17:06 - Microsoft Brings GitHub Closer to Its AI Team After CEO Resigns26:57 - The Weeks Ahead28:36 - Thanks for WatchingGuest Host:Chris Grundemann, Network Infrastructure AdvisorFollo

President Trump’s new tariffs on dozens of countries are shaking global markets and hurting major companies like Apple, Amazon, and carmakers by raising costs and causing delays. Apple expects to pay $1.1 billion in tariffs this quarter, and Ford estimates $2 billion for the year. The tariffs aim to fix trade imbalances but are disrupting supply chains, slowing product launches, and raising prices. Job growth is also slowing, and experts warn the economy could suffer more if costs are passed to consumers. Some believe the pressure will speed up the use of AI as companies look to cut costs. This and more on the Tech Field Day News Rundown with host Alastair Cooke and guest host Jeffrey Powers. Time Stamps: 0:00 - Cold Open0:25 - Welcome to the Tech Field Day News Rundown1:21 - Hackers Plant 4G-enabled Raspberry Pi in Bank Network4:16 - AI Observability Tools from Riverbed6:44 - Acumera to Acquire Scale Computing8:52 - Cisco Donates AGNTCY ot The Linux Foundation11:59 - Storage.AI by SNIA Targets Faster, Smarte

Intel is cutting about 24,000 jobs this year—roughly a quarter of its core workforce—as part of a major restructuring led by new CEO Lip-Bu Tan. The company is canceling projects in Germany and Poland, downsizing operations in Costa Rica, and slowing construction in Ohio. Intel says it overbuilt before securing enough demand and now aims to focus spending more carefully. Despite the cuts, Intel lost $2.9 billion last quarter, though it expects to save $17 billion this year and stay on track with upcoming chips like Panther Lake and Nova Lake. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke. Time Stamps: 0:00 - Cold Open0:26 - Welcome to the Tech Field Day News Rundown1:27 - AI Coding Assistants Help Developers Make Big Mistakes6:23 - Allianz LIfe Loses Most Customer Data in Hack11:14 - AI Action Plan released by White House16:07 - Palo Alto In Talks to Acquire CyberArk20:17 - Commvault to Acquire Satori Cyber24:03 - A Closer Look: Mass Layoffs Hit Intel31:54 - The We

Hackers have used a serious, previously unknown flaw in Microsoft’s SharePoint server software to launch a major global cyberattack. The attack has hit U.S. government agencies, universities, energy companies, and more, but only affects on-site servers—not cloud services. Stolen data and encryption keys could let hackers keep access even after systems are patched. Microsoft has released a fix for some versions, but many servers are still at risk. Authorities in the U.S., Canada, and Australia are investigating, with over 50 organizations confirmed as affected so far. The attackers’ identity and goals are still unknown. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke. Time Stamps: 0:00 - Cold Open0:31 - Welcome to the Tech Field Day News Rundown1:46 - Stargate Datacenter Struggles to Get off the Ground5:08 - Report Reveals Top Cybersecurity Weaknesses in Healthcare9:00 - AWS Launches Tools to Help Businesses Use AI Agents12:56 - Intel Shuts Down Clear Linux OS16:33 -

A new law restores the FCC’s authority to auction spectrum and requires at least 800 MHz to be sold, potentially pulling it from the 6 GHz and CBRS bands currently used for Wi-Fi and rural broadband. While mobile carriers like AT&T and Verizon support the move for 5G expansion, critics warn it could slow Wi-Fi and harm small ISPs that rely on those bands. The law reverses earlier efforts to protect 6 GHz for unlicensed use and reflects growing pressure from the wireless industry, now backed by former FCC Chair Ajit Pai, who leads a major telecom lobby. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke.Time Stamps: 0:00 - Cold Open0:27 - Welcome to the Tech Field Day News Rundown1:38 - Rowhammer gives NVIDIA GPU a headache5:59 - Aviatrix Launches Cloud-Native Security Fabric9:04 - Is Your AI Coding Assistant Slowing You Down?11:51 - FCC Auction Power Returns, Putting Wi-Fi Spectrum at Risk16:50 - Akka Launches High-Performance Suite for Building Agentic AI Systems20

Microsoft laid off 9,000 employees, about 4% of its workforce, even as it invests billions in AI technology. Company leaders say AI will eliminate many routine jobs but also create new opportunities in advanced areas. While thousands of tech workers were displaced, demand for AI experts soared, with companies offering high salaries to attract top talent. This and more on the Tech Field Day News Rundown with Alastair Cooke and guest host Gina Rosenthal. Time Stamps: 0:00 - Cold Open0:30 - Welcome to the Tech Field Day News Rundown1:54 - AI Impersonation Scams Target Global Officials in Growing Threat3:52 - CoreWeave Acquires Core Scientific for $9 Billion6:46 - VMware's VeloCloud Acquired by Arista Networks8:53 - Ransomware Attack Hits Ingram Micro12:11 - Researchers Find Language Loopholes to Bypass AI Guardrails16:03 - OpenAI makes a big deal with Oracle19:43 - Microsoft Cuts Jobs as Part of Their AI Restructure26:07 - The Weeks Ahead27:41 - Thanks for Watching the Tech Field Day News RundownGuest Host:

The US Department of Justice has announced a settlement in their lawsuit agains the proposed HPE acquisition of Juniper Networks. The release says that in order for the deal to move forward, HPE must sell off the Instant On line of HPE Aruba Networking access points. Additionally, Juniper must auction a license for third parties to use Juniper AIOps for Mist. The details of the auction are complicated. Up to two companies can win the rights to the license through the bidding process and Juniper must make up to 55 employees available to be hired by one of the winners to work on the product, including incentives from Juniper for them to move companies. Time Stamps: 0:00 - Cold Open0:18 - Welcome to the Tech Field Day News Rundown1:44 - Building AI destroys books and promotes stealing of books5:32 - Cisco ISE Hit with RCE Flaws8:51 - Remote management vulnerability hits servers12:49 - Microsoft Looks to Lock Windows Kernel17:28 - Hammerspace Supercharges AI and HPC on Oracle Cloud with Tier 0 Data Platform21:20

At AWS re:Inforce 2025, AWS introduced key security upgrades, including expanded identity tools, enhanced code and threat detection with Inspector and GuardDuty, and easier deployment through improved WAF and firewall features. New CISO Amy Herzog emphasized identity security, while AWS reinforced its focus on automation, secure development, and ecosystem collaboration.Time Stamps: 0:00 - Cold Open0:24 - Welcome to the Tech Field Day News Rundown1:36 - Simbian Launches First LLM Benchmark for SOC Performance6:33 - Record-Breaking 7.3Tbps DDoS Attack Hits Cloudflare Client11:56 - Qualcomm Acquires Alphawave15:51 - QuantumCTek Unveils Affordable 1,000+ Qubit Control System21:12 - Teradata Brings AI Platform to On-Premises Data Centers26:08 - Chinese Hackers Build Hidden Network Using Fake LAPD Certificates30:01 - AWS re:Inforce 2025 Highlights Security, Identity, and Automation38:55 - The Weeks Ahead42:08 - Thanks for Watching the Tech Field Day News RundownFollow our hosts ⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠

Cisco Live was last week and the opening keynote was dripping with AI. Cisco's product lineup for the rest of the year and into the future is going to embrace AI agents and information for networking operations and security as well. CEO Chuck Robbins and Chief Product Officer Jeetu Patel talked all about the integration of AI into their offerings. From dashboards to NVIDIA networking technology Cisco is pushing AI into the infrastructure. One of the big discussions was around AgenticOps, the Cisco term for agent-based network operations. They also discussed how they would help build the AI data centers for the future with pod-based architectures and more. Time Stamps: 0:00 - Cold Open0:27 - Welcome to the Tech Field Day News Rundown1:23 - Google Cloud Breaks the Internet5:48 - IonQ Acquires Oxford Ionics for $1.08 Billion10:27 - Synopsys & Plug and Play Democratize Chip Design Tools14:41 - Microsoft and CrowdStrike Unite to Simplify Threat Names19:01 - Cribl Copilot Automates Telemetry Normalization23

At Microsoft Build 2025, Microsoft focused on agentic AI, making it central to their developer strategy. CEO Satya Nadella introduced the “agentic web,” where AI takes a bigger role in software creation. Key updates included evolving GitHub Copilot into a programming partner, new features for managing AI agents, and giving them identities and security controls. Microsoft also backed open standards like Agent2Agent and MCP. The event highlighted how AI will reshape developer roles, adoption challenges, and productivity gains, while noting the shift is still early. Success depends on real-world use, openness, and developer trust.Time Stamps:0:00 - Cold Open0:40 - Welcome to the Tech Field Day News Rundown2:22 - Crunchy Data acquired by Snowflake5:27 - Broadcom Launches Ultra-Fast Chip for AI Data Centers9:46 - EU Group Urges Action on Broadcom’s VMware Licensing14:27 - IBM Adds New Data Platform Capabilities18:27 - Amazon Investing $20 Billion in Pennsylvania for Cloud and AI Infrastructure22:44 - IBM Plans 

New global tariffs are making it more expensive and complicated for enterprises to manage their cloud services across regions. These changes are causing unpredictable costs and creating challenges for global cloud strategies. To stay ahead, companies need to improve visibility, automate processes, and tailor governance to each region.Time Stamps:0:00 - Welcome to the Tech Field Day News Rundown1:12 - AI Application Delivery: Same Old, Slightly Smarter4:29 - Is the Site Down? It's a Secret to Everyone7:43 - Is AI Inferencing the Edge’s Long-Awaited Killer App?10:21 - VMware Unregisters Lowest Partner Tier13:21 - Walmart’s Smart AI Agent Strategy Could Lead Enterprise Automation15:38 - RSA Encryption Closer to Quantum Breakthrough19:25 - Tariffs hit Enterprise Cloud26:34 - The Weeks Ahead28:10 - Thanks for Watching the Tech Field Day News RundownGuest Host: Brad Gregory, Principal and Cloud Networking Strategist, MCN StrategiesFollow our hosts ⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠, ⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠, and ⁠⁠⁠⁠Steph

OpenAI has announced its largest acquisition to date, agreeing to acquire io, an AI device startup founded by former Apple executive Jony Ive, in an all-equity deal worth approximately $6.5 billion. The acquisition includes OpenAI’s existing stake in io. As part of the merger, Jony Ive will assume significant creative and design responsibilities across both OpenAI and io. Despite the merger, Ive’s design firm, LoveFrom, will continue to operate independently.Time Stamps: 0:00 - Cold Open 0:40 - Welcome the Tech Field Day News Rundown1:39 - AT&T Acquires Century Link4:43 - VAST Data Reveals their AI Operating System8:51 - Salesforce to Acquire informatica for $8 Billion12:01 - Red Hat’s Linux Push for Smart Vehicles14:49 - Google's New Approach to AI Infrastructure19:01 - Datadog Broadens Its Observability Platform Vision22:16 - OpenAI Acquires io for $6.4 Billion27:16 - The Weeks Ahead28:25 - Thanks for Watching the Tech Field Day News RundownGuest Host: Kori Rongey, Founder of TotalPacketsFollow our

The US government signed a new act into law that has opponents concerned about the ramifications of what it will be used to do. The Take It Down Act was proposed to allow for the rapid takedown of non-consensual intimate images, or NCII, from the Internet. The law requires social media platforms to remove identified content within 48 hours and people convicted of violating the law could face up to three years in prison. What's the catch? According ot the EFF and other freedom organizations, the law has been written so broadly as to let it apply to a broad range of content, including political speech. The law also could be used to pressure companies into weakening encryption and security to allow for easier detection of content being shared. This and more on the Tech Field Day News Rundown. Time Stamps: 0:00 - Welcome to the Tech Field Day News Rundown1:08 - ZT Systems Acquired by Sanmina4:15 - Arista Networks Rumored to Buy Velocloud from Broadcom9:19 - Microsoft open-sources Windows System for Linux12:35

Last week saw the release of a big new report from the Futurum Group around cybersecurity. The research says that the market is going to grow by 11.6% per year for the rest of the decade. By then it should be worth almost $300 billion. Fernando Montenegro states that cybersecurity is a cornerstone of the boardroom and key part of the enterprise risk management strategy. Additionally there are some great suggestions about which areas of security need to be addressed by organizations in the coming years. This and more on the Tech Field Day News Rundown. Time Stamps: 0:00 - Cold Open0:37 - Welcome to the Tech Field News Rundown1:25 - Magic Kill Switch law for AI chips5:13 - Broadcom wants those patches back9:20 - Nutanix adds more NVIDIA to enterprise AI 12:50 - Cisco Unveils Quantum Networking Advances17:10 - Economic uncertainty is taking IT jobs20:47 - sudo Replace This Command24:58 - Futurum Group Foresees Cybersecurity Futures32:04 - Upcoming Tech Field Day Events33:08 - Thanks for WatchingHosts: Tom Hollin

The demand for AI services is driving more growth in public cloud platforms, Amazon, Microsoft, and Google have all continued investment in the public cloud platforms to keep up with generative AI. Andy Jassy highlighted triple-digit growth in AI revenues, Microsoft has committed to 40% more capacity in Europe, and Google is investing $17 Billion in cloud infrastructure.Time Stamps: 0:00 - Welcome to the Tech Field Day News Rundown1:13 - Amazon Internet from Space in 20263:07 - Palo Alto Networks buys Protect AI5:44 - Forescout and NVIDIA Team Up for Operational Technology8:29 - Cloud Costs are Higher than Expected, Value to the Business is Even Higher11:24 - Chatbots aren't Giving Good Health Advice14:18 - Huawei AI chips to take on NVIDIA and beat US controls17:13 - AI Growth Driving Cloud Provider Investment21:27 - The Weeks Ahead22:21 - Thanks for WatchingHosts: Tom Hollingsworth: https://www.linkedin.com/in/networkingnerd/Stephen Foskett: https://www.linkedin.com/in/sfoskett/Alastair Cooke: https://w