Gestalt It Rundown

CoreWeave, a cloud provider backed by NVIDIA, secured a $6.3 billion order for AI computing capacity, with NVIDIA agreeing to buy any unused supply through 2032. The deal highlights CoreWeave’s reliance on NVIDIA, its sole GPU supplier and investor, while boosting its role in powering AI workloads. Despite strong growth—$1.21 billion in Q2 revenue, up 207% year-over-year—the company remains unprofitable, losing $290.5 million. Major contracts, including an $11.9 billion deal with OpenAI, have fueled demand and pushed CoreWeave’s market value above $58 billion.Time Stamps: 0:00 - Cold Open0:25 - Welcome to the Tech Field Day News Rundown1:20 - Tarboro Data Center Rebuff Tests North Carolina’s Development Future5:17 - Broadcom and OpenAI Team Up for AI Chips8:53 - OpenAI and Microsoft Restructure Deal12:20 - Scattered Lapsus$ Hunters is shutting down14:59 - Google Sued by Rolling Stone Owner for AI Summaries18:26 - Anthropic Report Reveals Misuse of Claude in Cyberattacks21:31 - CoreWeave and NVIDIA Strike $6.3