NVIDIA is doubling down on AI dominance with massive investments across cloud, chips, and infrastructure. It struck a $6.3B deal with CoreWeave to secure long-term GPU demand, is investing $5B in Intel to co-develop custom CPUs and PC chips that pair Intel processors with NVIDIA GPUs, and is committing up to $100B with OpenAI to build data centers requiring 10 gigawatts of power. These moves lock in demand, expand NVIDIA’s role across computing ecosystems, and cement its leadership in the race to scale global AI infrastructure. This and more on the Tech Field Day News Rundown with Alastair Cooke and guest host Scott Robohn.

Time Stamps:
0:00 - Cold Open
0:36 - Welcome to the Tech Field Day News Rundown
1:22 - Hugging Face Brings Open-Source Models to GitHub Copilot Chat
3:52 - Pulumi Introduces AI Agents to Automate Infrastructure Management
6:51 - Cisco DevNet is now Cisco Automation
9:12 - North Dakota to Test Portable Micro Data Centers for AI in Oil Fields
12:14 - Sumo Logic Launches AI Agents to Streamline Cybersecurity Operations
14:46 - Justice Department Moves to Break Up Google’s Ad Business
17:43 - NVIDIA’s Multi-Billion-Dollar Moves Expand AI and Computing Leadership
21:35 - The Weeks Ahead
22:58 - Thanks for Watching the Tech Field Day News Rundown