The AI arms race is no longer just about software, it’s becoming a global battle for power, infrastructure, and control.

This week on the Tech Field Day News Rundown, Tom Hollingsworth and Alastair Cooke break down how Microsoft’s 20-year Chevron deal signals massive energy demands for AI data centers, why Accenture is building a $4.2B cybersecurity platform through acquisitions like Dragos, runZero, and NetRise, and how AWS is reshaping serverless computing with Lambda MicroVMs designed for AI workloads.

They also explore F5’s push into AI security with SurePath AI, China’s new exascale supercomputer LineShine overtaking U.S. systems, Anthropic’s controversial NSA red-team incident, and SpaceX’s reported $60B acquisition of Anysphere.

Time Stamps:

  • 0:00 - Cold Open
  • 0:23 - Welcome to the Tech Field Day News Rundown
  • 1:24 - Microsoft and Chevron Team Up on Massive AI Data Center Power Project
  • 4:53 - Accenture Makes Major Cybersecurity Bet on Critical Infrastructure Protection
  • 8:17 - AWS Unveils Lambda MicroVMs for Secure AI-Generated Code Execution
  • 12:08 - F5 Expands AI Security Portfolio with SurePath AI Acquisition
  • 16:08 - China Reclaims Supercomputing Lead with CPU-Only Exascale System
  • 20:40 - Anthropic AI Test Raises New Questions About National Security Risks
  • 24:50 - xAL became SapceX and now bought Cursor
  • 35:56 - The Weeks Ahead
  • 36:22 - Thanks for Watching

Follow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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