Gestalt It Rundown

AI isn’t just a technology race, it’s a trillion-dollar gamble that could reshape the global economy. On the Tech Field Day News Rundown, Alastair Cooke and guest host Gina Rosenthal discuss how OpenAI and Anthropic are pushing toward major IPOs while facing massive costs that could delay profitability for years. At the same time, IBM and Arm are helping enterprises adopt AI across mixed systems without replacing existing infrastructure, while Maine considers slowing new data center builds over energy concerns. Komprise is working to reduce rising storage costs, and Amazon is looking to expand its satellite network with a potential acquisition of Globalstar to better compete with SpaceX. Meanwhile, Microsoft is improving developer workflows with Project Nighthawk, and in Washington, Donald Trump has tapped leaders like Mark Zuckerberg, Jensen Huang, Larry Ellison, and Sergey Brin to help guide AI policy, showing that the future of AI will be decided not just by innovation, but by who can manage the cost, infr

On this episode of the Tech Field Day News Rundown, the future of tech gets bigger, faster, and more secure. Tom Hollingsworth and Alastair Cooke discuss Starcloud raising $170 million to build orbital data centers in space, Cisco’s new tools to secure AI agents announced at RSA Conference 2026, and record-breaking cloud spending driven by AI across AWS, Azure, and Google Cloud. They also cover a cyberattack involving Iran-linked hackers targeting a U.S. official’s personal email, SAP’s plan to acquire Reltio to improve enterprise data for AI, and an international operation that shut down several massive IoT botnets used for global DDoS attacks. From space computing to AI security and cloud growth, this episode covers the biggest enterprise tech and cybersecurity stories you need to know.Time Stamps: 0:00 - Cold Open0:41 - Welcome to the Tech Field Day News Rundown 1:20 - Starcloud Raises $170M to Launch Data Centers in Space6:17 - Cisco's New Security Shield: Protecting AI Agents from Hackers at RSA 2026

From AI-powered satellites in orbit to a seismic shift in how we pay for enterprise software, the global tech landscape is being redrawn in real-time. Guy Currier⁠, Research Director for ⁠The Futurum Group⁠, joins ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke on this episode of the Tech Field Day News Rundown to discuss SAP’s pivot toward value-based AI pricing, Blue Origin’s ambitious "Project Sunrise" satellite network, and bring in Stephen Foskett to talk about the FCC’s latest crackdown on foreign-made consumer routers. They also discuss the critical security innovations coming out of KubeCon Europe 2026—specifically the Cloudsmith threat intelligence upgrade and the RapidFort-Nutanix partnership for "near-zero" vulnerability containers—while analyzing the massive legal fallout at Super Micro Computer regarding diverted NVIDIA chips and the Trump administration's push for a unified national AI regulatory framework led by David Sacks.This and more on the Tech Field Day News Rundown with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

AI’s next phase is arriving fast—and it’s reshaping everything from cloud performance to cybersecurity. This week, Amazon Web Services and Cerebras unveiled a new approach to dramatically accelerate AI inference by pairing specialized chips through Amazon Bedrock, while Dell, Nutanix, and CrowdStrike rolled out infrastructure and security innovations at GTC 2026 to support the rapid rise of agentic AI across enterprise environments. At the same time, Zscaler expanded data sovereignty controls to meet tightening global regulations, and Cisco rushed to patch a critical CVSS 10.0 SD-WAN vulnerability that could grant attackers full administrative access. Underscoring it all, Nvidia’s Jensen Huang projected a staggering $1 trillion in demand for next-gen AI systems by 2027—making one thing clear: the race to power, secure, and scale AI is only just getting started. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and guest host Dave Graham of MLCommons. Time Stamps: 0:00 - Cold Open0:28 - W

From AI sandboxing to billionaire battles in space, this week’s Tech Field Day News Rundown dives into the tech stories shaping our future.On this episode of Tech Field Day News Rundown, Tom Hollingsworth and Chris Grundemann cover a whirlwind of tech developments. Security researcher Niels Provos introduces IronCurtain, an AI assistant built to enforce strict security policies, while Qlik Answers brings AI-powered insights to enterprise data safely. In space, Amazon challenges SpaceX’s ambitious satellite plans, and researchers unveil a hybrid classical-quantum algorithm that could make encryption-cracking more practical. We also explore recent AI mishaps, Motorola’s move to graphene-based smartphone security, and rising nation-state cyber threats in the wake of Middle East tensions. Time Stamps: 0:00 - Cold Open 0:29 - Welcome to the Tech Field Day News Rundown1:11 - IronCurtain Reinvents AI Agent Security with Sandboxing and Plain-English Policy4:07 - Qlik Adds Conversational AI and MCP Server to Simplify

The AI race is no longer just about models — it’s about infrastructure, security, and who controls the pipes. On this episode of the Tech Field Day News Rundown, Tom Hollingsworth and Alastair Cooke break down NVIDIA’s $4 billion investment in optical networking leaders Lumentum and Coherent, strengthening its AI supercomputing supply chain as competition with AMD and Meta intensifies. They examine the “ClawJacked” vulnerability impacting locally hosted AI agents and what it reveals about governing high-privilege AI systems. A new paper from the Association for Computing Machinery by Mark Russinovich and Scott Hanselman raises concerns that generative AI tools could shrink the junior developer pipeline if companies fail to rethink mentorship. They also discuss reports that attackers leveraged Anthropic’s Claude and OpenAI’s ChatGPT during a breach of Mexican government systems, underscoring AI’s growing role in cybercrime. Plus, Google folds robotics firm Intrinsic into its core business to accelerate physica

On this week’s Tech Field Day News Rundown, Tom Hollingsworth and Alastair Cooke unpack a pivotal moment for artificial intelligence. Privacy regulators coordinated through the Global Privacy Assembly warned about AI-generated images and videos created without consent, raising alarms over dignity, safety, and basic rights. In U.S. politics, governors like JB Pritzker, Josh Shapiro, and Wes Moore are cooling on AI incentives as voters push back on energy costs and job disruption. On the engineering side, Microsoft shares lessons on designing MCP servers that align with how AI agents actually work, while Lasso Security introduces real-time behavioral monitoring to keep agentic AI in bounds. Meanwhile, Amazon disputes claims—reported by the Financial Times—that AI coding tools caused recent AWS outages. Add in a real-world quantum teleportation milestone by Deutsche Telekom and Qunnect, plus growing scrutiny of behind-the-meter data centers from firms like Meta and Oracle, and it’s clear: AI’s next chapter will

The open-source ClawBands project aims to restore human oversight to OpenClaw, a wildly popular autonomous AI assistant capable of executing shell commands, modifying files, and accessing APIs. Created by software engineer Sandro Munda, ClawBands intercepts every tool call and enforces “human-in-the-loop” approval before actions are executed, creating an auditable decision trail. The project emerges amid growing concern from security researchers and CISOs, who warn that OpenClaw’s rapid adoption, deep system access, and messaging app integrations create serious attack surfaces. As agentic AI accelerates—and with OpenClaw’s creator Peter Steinberger now joining OpenAI—ClawBands represents an early attempt to balance innovation with pragmatic risk management. 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 Rundown 1:10 - Dell Adds

European regulators are taking action against Meta over concerns that it is restricting competition by blocking third-party AI assistants on WhatsApp. The European Commission says Meta’s recent policy changes may violate EU antitrust rules and is considering interim measures to restore access for rival AI developers while the investigation continues. 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 Rundown1:18 - Amazon Plans to Spend Another $200B on AI Infrastructure in 20264:17 - Versa SASE Platform Blocks Sensitive Data From Being Shared With AI8:38 - AI Data Center Pushback Grows as States Consider Building Pauses11:28 - Zscaler Strengthens Zero Trust with SquareX Browser Security Acquisition14:42 - Google Launches API to Give AI Assistants Access to Current Documentation18:28 - AI-Powered Attack Breached an AWS Environment in Just 8 Minutes23:47 - EU Moves to Block Meta From Limiting AI Assist

This week’s Tech Field Day News Rundown dives into the biggest AI, security, and enterprise shakeups. Tom Hollingsworth and Alastair Cooke deliver this week’s Tech Field Day News Rundown, starting with a global push by actors and musicians calling for a “permission-first” approach to AI training, as unions accuse AI companies of using copyrighted works without consent. They also cover growing security concerns around agentic AI after researchers discovered serious vulnerabilities in MCP servers from Anthropic and Microsoft. Snowflake and OpenAI’s $200 million partnership to bring governed, production-ready AI into the enterprise data cloud, mounting financial pressure on Oracle with potential mass layoffs and a possible sale of Cerner, high-severity vulnerabilities in the n8n AI automation platform that allow remote code execution. They also discuss a critical Broadcom Wi-Fi chipset flaw capable of taking entire 5 GHz networks offline and new warnings from researcher Jason Meller about AI agent “skills” being

Tom Hollingsworth and guest host Jay Cuthrell bring the latest tech news straight to you in this week’s Tech Field Day News Rundown!They kick things off with Obsidian Security’s new SaaS updates, giving tighter control over third-party integrations and reducing breach risks. Fidelity’s legal settlement with Broadcom over VMware software gets discussed, showing why vendor changes can ripple through enterprises.Next up, NVIDIA invests $2B in CoreWeave, boosting AI infrastructure, while Microsoft’s Quantum Development Kit updates make quantum coding more practical today. AI-powered coding tools like Anthropic’s Claude Code are breaking barriers, and Anthropic’s new AI constitution emphasizes ethics, safety, and transparency.Tom and Jay also cover Meta’s $6B fiber deal with Corning to fuel AI data centers and Blue Origin’s TeraWave satellite network for enterprise connectivity. From SaaS security to AI, quantum computing, and next-gen networking, they break down the tech moves that are shaping the future of enter

A critical ServiceNow vulnerability shows how quickly deployed AI features can turn into major security risks. By rushing agentic AI into production without proper authentication, authorization, and safeguards, organizations are creating new attack paths that bypass traditional defenses. Experts warn that AI agents need zero-trust controls, least-privilege access, and lifecycle management—or enterprises risk turning productivity tools into security liabilities. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke. Time Stamps: 0:00 - Cold Open0:25 - Welcome to the Tech Field Day News Rundown1:07 - Snowflake to Acquire Observe to Strengthen AI Observability4:25 - Firewall Prices May Rise as Memory Shortages Hit Cybersecurity Hardware8:17 - IBM Introduces Sovereign Core Platform Built on Red Hat OpenShift11:48 - Delinea Acquires StrongDM to Strengthen Infrastructure Access Security15:04 - Cloudflare Buys Human Native to Reinvent How Creators Get Paid in the AI Era18:31 - FC

For 2026, AI is no longer a trend—it’s becoming foundational infrastructure, transforming how software is built, how cloud and data centers operate, how security is enforced, and how businesses compete. Predict 2026, hosted by Futurum, explores these shifts with sessions on agentic AI, accelerated development, trust and security, data infrastructure, and the physical limits of AI. Leaders will gain insights into how AI will reshape SaaS pricing, DevOps cycles, cybersecurity strategies, and operational models, helping them prepare for rapid, unavoidable changes. The event emphasizes actionable understanding over hype, making it essential for organizations that want to lead rather than react in the AI era.Time Stamps: 0:00 - Cold Open0:23 - Welcome to the Tech Field Day News Rundown1:17 - Apple Teams Up with Google to Power AI-Powered Siri4:30 - Veeam Expands Into Appliances with Object First Acquisition8:11 - OpenAI and SoftBank Invest $1 Billion to Build AI Data Center Infrastructure11:51 - Palo Alto Networks

At CES 2026, NVIDIA CEO Jensen Huang unveiled a sweeping vision for the future of AI, led by the Rubin platform—the company’s first extreme-codesigned, six-chip AI architecture designed to dramatically reduce AI computing costs while scaling performance across data centers, enterprises, and devices. NVIDIA also introduced a broad portfolio of open models spanning healthcare, robotics, climate science, and autonomous driving, highlighted by the Alpamayo platform powering AI-defined driving in the upcoming Mercedes-Benz CLA. From supercomputers to personal AI agents and physical AI systems, NVIDIA positioned itself as a full-stack AI company driving intelligence into every domain, device, and industry. This and more on the Tech Field Day News Rundown featuring Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke. Time Stamps: 0:00 - Cold Open0:27 - Welcome to the Tech Field Day News Rundown1:28 - Marvell to Acquire XConn, Boosting AI Data Center Connectivity4:38 - Orb

2025 was a year of seismic shifts in tech, as AI surged into a critical growth phase with massive investments, partnerships, and global trade battles over chips. Intel and HPE restructured for the AI era, quantum computing made strides with Microsoft, Google, and Cisco advancing real-world applications, and cloud giants struck multibillion-dollar deals. Meanwhile, strategic acquisitions reshaped the landscape—Lenovo, SoftBank, Google, Qualcomm, Anthropic, and more strengthened AI, cloud, cybersecurity, and quantum capabilities—highlighting a year defined by scale, innovation, and high-stakes competition across the technology ecosystem.Time Stamps0:00 - Cold Open0:17 - Welcome to the Tech Field Day News Rundown 1:09 - AI is at an Inflection Point, Who Really Controls its Future?4:58 - Intel at a Crossroads: Layoffs, Leadership Change, and the Fight to Stay Relevant in AI9:31 - The Internet Is More Fragile Than You Think14:33 - HPE Under Pressure and on the Move20:39 - The Global AI Trade War Heats Up27:10 - Qu

Micron is leaving the consumer memory market, including its Crucial brand, to focus on high-bandwidth memory (HBM) for AI data centers. The company will continue selling consumer products until February 2026. The move comes amid a global chip shortage, and HBM sales are growing fast, making AI-focused memory more profitable than consumer products. 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 Rundown1:22 - Trump Administration Lets Nvidia Sell H200 AI Chips to China4:17 - React Server Flaw Lets Hackers Run Code7:34 - IBM Strikes $11 Billion Deal to Acquire Confluent11:17 - Intel Reverses Plan to Sell Networking Unit, Keeps NEX In-House14:59 - IBM CEO Says Today’s AI Datacenter Boom Isn’t Financially Sustainable19:42 - Cloudflare Forces Outage to Stop Critical React2Shell Exploit22:53 - Micron Exits Consumer Memory to Focus on AI Chips30:53 - The Weeks Ahead31:58 - Thanks for Watching Follow our

Apple’s AI chief, John Giannandrea, is stepping down after delays and criticism around Apple Intelligence, including the postponed Siri overhaul. Amar Subramanya — a former Google and Microsoft AI leader — will take over and report to Craig Federighi as Apple reorganizes its AI teams. Giannandrea will stay on as an advisor until spring 2026. The shake-up shows Apple is still trying to catch up in AI, mirroring similar leadership exits at other tech companies. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke.Time Stamps:0:00 - Cold Open0:33 - Welcome to the Tech Field Day News Rundown1:26 - Sumo Logic Resets AI Strategy with New Agents and Open Framework4:46 - OpenAI Reports Limited Data Exposure from Mixpanel Breach8:50 - HPE Wins $931M Pentagon Deal to Build Secure Private Cloud12:12 - FBI Warns Account Takeover Scams Stole $262M in 202516:59 - AWS and Google Cloud Team Up to Make Multicloud Networking Easier20:13 - LogicMonitor Buys Catchpoint to Launch Predictive A

Nokia is investing $4 billion to expand U.S. AI-ready network infrastructure, focusing primarily on Bell Labs and additional facilities in New Jersey, Texas, and Pennsylvania to strengthen connectivity, national security, and its NVIDIA partnership. At the same time, AWS is committing $50 billion to grow AI and supercomputing capacity for U.S. government agencies, adding 1.3 gigawatts of secure cloud infrastructure across classified regions to accelerate missions like cybersecurity, drug discovery, and federal data processing—making it one of the largest government cloud investments to date. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke. Time Stamps: 0:00 - Cold Open0:34 - Welcome to the Tech Field Day News Rundown1:15 - NVIDIA Commits $26B to Cloud as AI Competition Heats Up5:17 - Qualcomm Sparks Outrage by Locking Down Arduino9:42 - NATO Chooses Google for Secure, Air-Gapped Cloud12:47 - Amazon Leo Unveils Gigabit ‘Ultra’ Antenna and Starts Enterprise Preview17:1

Web infrastructure provider Cloudflare experienced a global disruption that caused widespread “Error 500” messages and took down major platforms including X and ChatGPT. The outage, triggered by a sudden spike in unusual network traffic, impacted thousands of websites early Tuesday and highlighted the fragility of internet architecture—over 20 percent of global web traffic flows through Cloudflare. The firm is actively investigating the root cause and working to restore full service while underscoring the need for greater resilience in digital infrastructure. This and more on the Tech Field Day News Rundown featuring Tom Hollingsworth and Alastair Cooke.Time Stamps: 0:00 - Welcome to the Tech Field Day News Rundown0:26 - Welcome to the Tech Field Day News Rundown1:28 - AWS Unveils AI Agents to Speed Up Cloud Migrations4:23 - Commvault Launches AI-Powered Cloud Unity Platform8:16 - AWS Expands Kiro AI to Deliver Higher-Quality, Verifiable Code11:43 - Arista and Palo Alto Strengthen AI-Era Data Center Security1

At KubeCon 2025, the CNCF launched the Certified Kubernetes AI Conformance Program to standardize AI and ML workloads on Kubernetes, ensuring portability across hybrid and sovereign clouds and preventing platform lock-in. Supported by companies like Google, Microsoft, Oracle, Broadcom, and Red Hat, the initiative promotes interoperability, scalability, and efficient production deployment. Arm showcased its Neoverse platform alongside Google Cloud’s Axion N4A VMs, enabling energy-efficient, scalable AI workloads, while partnerships with CNCF projects like Harbor, OPA, Kedify, and AuthZed help developers build secure, portable, and cost-effective cloud-native systems from edge to cloud. This and more on the Tech Field Day News Rundown recorded live at Commvault Shift with Tom Hollingsworth and Stephen Foskett. Time Stamps:0:00 - Welcome to the Tech Field Day News Rundown1:17 - VAST Data makes $1.17B Deal with CoreWeave4:42 - Spektrum Labs Uses Cryptography to Prove Cyber Resilience7:37 - HPE Drops Qumulo, Scali