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Tech Field Day News Rundown

The Tech Field Day News Rundown is a weekly look at the IT news of the week. Hosted by Tom Hollingsworth, Alastair Cooke, and Stephen Foskett.

technology

All Episodes

00:23:00

AI Growth Driving Cloud Provider Investment || Tech...

Tech Field Day News Rundown ·

2025/05/07

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

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00:36:17

Another Round of Layoffs for Intel as they Streamline...

Tech Field Day News Rundown ·

2025/04/30

Intel is still looking to smooth out their operations under new CEO Lip-Bu Tan. The announcement came last week that Intel is going to be cutting more positions. Initial reports rumored that it could be as much 20,000 employees but CFO David Zinsner refuted that number last Friday. Instead, each department will assess their structure and decide whether to cut positions or offer voluntary packages. Zinsner cautioned that not all buyout offers would be accepted. Additionally, early retirements would

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00:27:14

Chris Krebs Resigns from SentinelOne || Tech Field...

Tech Field Day News Rundown ·

2025/04/23

Chris Krebs is a well-known figure in the cybersecurity space. As the former head of the Cybersecurity and Infrastructure Security Agency, Krebs was responsible for directing security for the US federal government starting 2018. Krebs was fired from CISA in 2020 by President Donald Trump for his stance on the 2020 election. Last week, President Trump stripped Krebs of his security clearances for this 4-year-old issue. Krebs then announced that he would be stepping down from his role at security

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00:42:39

Embracing Physical AI at Intel Vision 2025 || Tech...

Tech Field Day News Rundown ·

2025/04/16

At Intel Vision 2025, CEO Lip-Bu Tan emphasized a customer-centric strategy, focusing on advancements in AI PCs, Gaudi 3 accelerators, and the 18A process node. He introduced the concept of “Physical AI,” highlighting Intel’s commitment to integrating AI into hardware solutions across various sectors. Tan’s leadership aims to position Intel at the forefront of AI-driven innovation by enhancing its product portfolio and foundry capabilities. This and more on the Tech Field Day News Rundown. Time

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00:37:04

Microsoft Turns Fifty || Tech Field Day News Rundown:...

Tech Field Day News Rundown ·

2025/04/09

Half a century is a long time for an IT business, and Microsoft is justified in making a lot of noise to celebrate its fiftieth anniversary. The celebration brought together three Microsoft CEOs: Gates, Balmer, and Nadella. Microsoft CoPilot isn’t quite as old as the company, but it was still at the center of the celebrations. Many Microsoft products have come and gone over fifty years. Is CoPilot going to be one of the keepers? This and more on the Tech Field Day News Rundown. Time Stamps: 0:00 -

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00:44:04

Lip-Bu Tan Lays Out Intel Recovery Plans || Tech...

Tech Field Day News Rundown ·

2025/04/02

During the keynote for Intel VIsion 2025, new CEO Lip-Bu Tan told the attendees about his vision for the return of Intel. He said that intel needs to attract engineering talent, fix the balance sheet issues, and look at manufacturing processes. One of the biggest ways to take care of those last two that was proposed was Intel spinning off non-core business units. He also asked customers to be "brutally honest" with the company going forward. He also reiterated his focus in going to be on engineering

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00:40:30

Just How Secure Is Signal? || Tech Field Day News...

Tech Field Day News Rundown ·

2025/03/26

For shownotes, head to the episode website postThis week has been a big one for messaging privacy. The news broke on Monday that the Editor-in-Chief for The Atlantic magazine was accidentally added to a Signal group where members of the US government were talking about highly classified military actions. The report kicked off a firestorm of Congressional hearings about the nature of data sharing and privacy for not only government officials but members of the defense and intelligence community. This

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00:44:02

NVIDIA Reveals Rubin AI and Blackwell Ultra || Tech...

Tech Field Day News Rundown ·

2025/03/19

Visit ⁠Episode Post for Show NotesNVIDIA unveiled new AI-focused chips at its GTC conference, including the Blackwell Ultra series launching this year and the next-gen Vera Rubin GPUs set for 2026. CEO Jensen Huang emphasized the company’s shift to an annual release cycle, a departure from its previous biennial schedule. This move reflects NVIDIA's response to the growing AI market and increasing competition. This and more on the Rundown. Episode Time Stamps: 0:00 - Welcome to the Rundown2:29 -

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00:46:15

Is The CHIPS Act Crushed? || Tech Field Day News...

Tech Field Day News Rundown ·

2025/03/12

Visit Episode Post for Show NotesWe've spoken at length about the CHIPS Act for the past year or so and you know that we've been big proponents of bringing semiconductor manufacturing back to the US. The latest news from the federal governement isn't so rosy though. According to reports, the current administration is trying to find ways to prevent the funding for the act from being disbursed. Options floated include firing the staff at NIST responsible for sending out the money as well

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00:38:19

China is Getting Banned Blackwell? | The Gestalt IT...

Tech Field Day News Rundown ·

2025/03/05

I want to take you back to the halcyon days of just a few weeks ago when we discussed the ways that NVIDIA AI chips were showing up in China even though they were under US embargo not to be able to get this advanced technology. This came as a result of a last minute policy decision from the outgoing Biden administration that blocked the Chinese from buying these chips. Now, companies like Microsoft are urging the new presidential administration to rescind the ban to give them access to the growing

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00:36:37

Microsoft's Quantum Computing Breakthrough with...

Tech Field Day News Rundown ·

2025/02/26

We've talked about quantum computing before but Microsoft created a quantum quake in the tech space last week. They announced a new quantum computer chip that took seventeen years to make. The Majorana-1 uses a brand new Topological Core technology that reduces error rates significantly and could create chips with as much as one million qubits of processing power per unit. Microsoft's researchers reportedly created a new state of matter in the accompanying research paper published to Nature

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00:28:31

Broadcom Wants Intel Chip Designs? | Gestalt IT...

Tech Field Day News Rundown ·

2025/02/19

A report this week claims that Broadcom is investigating Intel's chip design business and is contemplating an acquisition. The news comes from the Wall Street Journal and says that while Broadcom is interested in chip design they are not interested in the foundry business. Analysts are intriguied because that means that Broadcom could either use Intel's designs to augment their existing lineup or perhaps package the businesses for sale to other partners or even competitors. Keith, do you

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00:40:34

OpenAI Not For Sale as They Prepare Proprietary Chip...

Tech Field Day News Rundown ·

2025/02/12

A group of investors, led by Elon Musk’s startup xAI and other backers, has made a $97.4 billion bid to take control of OpenAI, aiming to refocus the organization on open-source AI and safety amid rising tensions between Musk and OpenAI CEO Sam Altman over its shift to a for-profit model. Meanwhile, OpenAI is advancing its AI hardware strategy with plans to launch a custom-designed AI chip in 2024, fabricated by TSMC using 3-nanometer technology to reduce reliance on Nvidia. Initially deployed on a

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00:34:36

DoJ Blocks HPE Juniper Deal | The Gestalt IT Rundown:...

Tech Field Day News Rundown ·

2025/02/05

We heard the rumors back in November that the HPE deal to acquired Juniper Networks was getting a closer look from the Department of Justice. Last week we got confirmation that the DoJ will be filing suit to half the deal. The arugument from the government is that the result of the deal would be 70% of the market for networking equipment being held by just two companies. Specifically cited was the wireless LAN component, where the DoJ said there were only three major players. This was refuted

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00:34:07

TSMC Tariffs Could Cause Chaos | The Gestalt IT...

Tech Field Day News Rundown ·

2025/01/29

As we mentioned earlier, the early days of a US government change invovle a lot of new orders and announcements. After a week in office the current US administration announced a plan to impose import tariffs on Taiwan for a variety of goods, including pharmaceuticals, steel, and chips. The tariff was reported to be 25% but could be as high as 100%. In further comments the president said the goal of the move was to lure companies back to the US to manufacture chips domestically. However, the CHIPS

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00:40:57

More on AI Diffusion Regulations | The Gestalt IT...

Tech Field Day News Rundown ·

2025/01/22

We spoke last week about the executive order issued by former President Biden around AI export controls. There has been some more information released about the reasoning behind the controls. One of those was that, as mentioned, third party actors are shipping restricted hardware to countries that were already banned from receiving it. Still others were able to access those systems through cloud computing in countries such as Malaysia and Brazil. The AI Diffusion Framework names 18

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00:34:56

NVIDIA Comments on AI Diffusion | The Gestalt IT...

Tech Field Day News Rundown ·

2025/01/15

The Biden presidential administration might be winding down but thre are still some things that are making news. Yesterday the president proposed a new framework for the export of chips used to developer AI. The rules seek to limit exports of the chips to some 120 countries, including Mexico, Israel, and Switzerland. The rules appear to be aimed at protecting US national security and the undercurrent in the order is aimed squarely at China. The administration says this is designed to close some of

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00:57:34

Big News from CES | The Gestalt IT Rundown: January...

Tech Field Day News Rundown ·

2025/01/08

At CES 2025, NVIDIA CEO Jensen Huang introduced Cosmos, a new AI model trained on 20 million hours of video to help machines better understand and interact with the physical world, available via Hugging Face and NVIDIA’s GPU Cloud. He also urged businesses to adopt a three-computer AI system, featuring tools like Project DIGITS for AI development and the Llama Nemotron models for autonomous agents. Meanwhile, Dell announced a full rebrand, replacing familiar names like XPS and Latitude with Dell,

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01:17:48

The Biggest Enterprise IT Stories of 2024 Revisited |...

Tech Field Day News Rundown ·

2024/12/18

We're looking back at our reporting on the biggest enterprise IT stories of 2024 and telling you the trends that will be discussion points well into 2025. We're reconsidering Broadcom's moves with VMware, the fall of Intel, HPE's acquisition of Juniper, that fab CHIPS act, the evolution of data protection companies to security, power-hungry GPUs, Co-Pilot PCs, lots of AI infrastructure, a whole lot of hacks, including Snowflake and Salt Typhoon, and the government's actions against big tech. Time

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00:35:59

Salt Typhoon Storms the Government | The Gestalt IT...

Tech Field Day News Rundown ·

2024/12/11

The big story this week is the continued fallout from Salt Typhoon. The US government is feeling the heat from the exposure of so many telecom companies and they want answers. FCC Chairwoman Jessica Rosenworcel has announced a proposed set of rules that would require companies that participate in the Communications Assistance for Law Enforcement Act (CALEA) to have a yearly requirement to certify their cybersecurity risk management plans to prevent hackers from getting in. Senator Ron Wyden of

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