CoreWeave & NVIDIA Strike $6.3 Billion Cloud Deal | Tech Field Day News Rundown: September 17, 2025

CoreWeave & NVIDIA Strike $6.3 Billion Cloud Deal | Tech Field Day News Rundown: September 17, 2025

Author: Tech Field Day September 17, 2025 Duration: 31:58

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 Open
  • 0:25 - Welcome to the Tech Field Day News Rundown
  • 1:20 - Tarboro Data Center Rebuff Tests North Carolina’s Development Future
  • 5:17 - Broadcom and OpenAI Team Up for AI Chips
  • 8:53 - OpenAI and Microsoft Restructure Deal
  • 12:20 - Scattered Lapsus$ Hunters is shutting down
  • 14:59 - Google Sued by Rolling Stone Owner for AI Summaries
  • 18:26 - Anthropic Report Reveals Misuse of Claude in Cyberattacks
  • 21:31 - CoreWeave and NVIDIA Strike $6.3 Billion Cloud Deal
  • 24:44 - Microsoft Partners with Nebius in AI Cloud Deal
  • 29:16 - The Weeks Ahead
  • 31:16 - Thanks for Watching the Tech Field Day News Rundown

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Every Friday, Tom Hollingsworth, Alastair Cooke, and Stephen Foskett gather to sort through the constant stream of announcements, mergers, and debates that define the information technology landscape. Their Tech Field Day News Rundown isn't just a headline recap; it's a conversational dissection where industry veterans apply decades of hands-on experience to separate genuine innovation from mere hype. You'll hear them debate the practical implications of a new chip architecture, unpack the real cost of a cloud service change, or trace how a security flaw might ripple through enterprise networks. The discussion is grounded, often witty, and always aimed at the professionals who build and maintain the systems we all rely on. This weekly podcast from Tech Field Day provides the essential context behind the news, turning a simple rundown into a valuable tool for understanding where technology is truly headed. It’s like sitting in on a Friday afternoon debrief with colleagues who’ve seen it all, making the complex world of IT feel a bit more manageable and a lot more interesting.
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