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, infrastructure, and regulation behind it. In the end, the winners of the AI race won’t just be the most innovative—but the ones who can afford to sustain it at scale.

Time Stamps:
0:00 - Cold Open 0:27 - Welcome to the Tech Field Day News Rundown
1:04 - The $100 Billion Gamble: OpenAI & Anthropic’s High-Stakes Path to IPO
4:57 - IBM & Arm Team Up to Unlock Hybrid Enterprise AI Architecture
9:02 - Maine Considers Nation’s First AI Data Center Freeze
13:56 - Komprise Launches Flash Memory Tool to Cut AI Storage Costs
17:06 - Amazon Eyes $9B Globalstar Deal to Boost Satellite Network Ambitions
20:08 - Microsoft Builds Six-Agent AI in VS Code That Fact-Checks Itself
24:57 - President Trump appoints Tech Leaders to the Council of Advisors on Science and Technology
32:39 - The Weeks Ahead: Upcoming Tech Field Day Events
33:40 - Thanks for Watching the Tech Field Day News Rundown