AI + semis reporter at @theinformation, phoebe.liu@theinformation.com, chat (confidentially) @phoebe.789 on Signal / Atlanta Hawks glazer
San Francisco, CA
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Today is my first day at @theinformation covering all things Nvidia. I'm also now based in San Francisco!
Please reach out to chat, nerd out, share tips/thoughts/Bay Area recs, or just say hello: phoebe.liu@theinformation.com, phoebe.789 on Signal
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Phoebe Liu retweeted
Exclusive: Nvidia is pitching an "inference network" spread across Brightspeed's telecom facilities, with Vera Rubin servers potentially arriving as soon as Q1 2027.
Read more: thein.fo/4AjtXQm
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Phoebe Liu retweeted
$META chief strategy officer David Wehner posted on X that he’s leavin Meta to join Fireworks as CFO, after @theinformation reached out for comment.
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Sources: TSMC is considering expanding into manufacturing 3D DRAM at the request of Nvidia, its biggest customer, amid memory chip shortages (@qianerliu / The Information)
(Visit Techmeme dot com for the link and full context!)
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Phoebe Liu retweeted
Exclusive: Nvidia has submitted a proposal to Brightspeed, an Apollo-owned broadband provider reportedly nearing bankruptcy, to convert some of its 130-plus telecom buildings into AI data centers.
Nvidia estimates the sites have roughly 1 gigawatt of available power, potentially enough to run tens of billions of dollars of Vera Rubin chip systems.
Read more: thein.fo/4AjtXQm
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Phoebe Liu retweeted
👾🔥Scoop from @aaronpholmes:
Cyera is finalizing a $800M round led by Cyberstarts at a valuation of $20B, days after we wrote about it’s mulling a $20B round.
theinformation.com/articles/…
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Phoebe Liu retweeted
New details on Airbnb CEO Brian Chesky's side AI startup... he's been funding it himself but Airbnb disclosed today that it has the option to invest in the startup/license its tech in the future.
More here w/ @aatilley @jyoti_mann1:
theinformation.com/articles/…
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Phoebe Liu retweeted
News: Tech companies have discussed turning telco central offices into AI data centers for some time. Now Nvidia has a plan to do it using buildings from struggling telco firm Brightspeed. More here in this scoop with @dakincampbell & @_pheebini: theinformation.com/articles/…
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One manifestation of everyone looking for the pockets of available power that exist. No new data centers may mean…. data centers in old telco buildings?
Feels like a shift in Nvidia’s playbook from focusing on massive, hyperscale facilities
@KevKubernetes @dakincampbell
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Phoebe Liu retweeted
no new data centers, you say?
ok, nvidia will find stranded power for server wherever it can, including old telephone buildings of nearly-bankrupt telcos!
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Phoebe Liu retweeted
OpenAI released a new blueprint for data centers, which included this line: "OpenAI continues to support the strengthening of export controls on chips and semiconductor manufacturing equipment."
Worth reading our piece from earlier this week: theinformation.com/articles/…
cdn.openai.com/pdf/compute-c…
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Phoebe Liu retweeted
Read this morning: There are 300 plus potential data center bans and moratoriums in various places in the U.S.
@shqne
theinformation.com/articles/…
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Phoebe Liu retweeted
~Person news~ After years of covering Apple, I’m moving to a new beat at The Information: the vast world of Elon (SpaceX, Tesla, xAI, etc.). Excited to dig into an empire that spans so many areas.
If you have thoughts about Elon, space data centers, or anything else, please reach out!
Email: aaron.tilley@theinformation.com
Signal: aarontilley.62
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Phoebe Liu retweeted
data center delay news
turns out one of the "third parties" whose delays prompted Microsoft to spend $5b ~less~ on capex in Q3 than it planned to spend was.. $IREN, per @aaronpholmes
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Phoebe Liu retweeted
Your company went public at $185, soared to $311, now the stock is at $90. Your RSU is taxed at IPO price.
In the old days when you can't sell for at least 180 days, you should be pretty unhappy right now. But thanks to the increasingly popular *staggered* lockup, some may actually be fine!
theinformation.com/newslette…
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Phoebe Liu retweeted
Scoop from @jemimacmcevoy and @Jessicalessin: OpenAI finally has its chief corporate affairs officer, Uber President Jill Hazelbaker!
For why it took so long, check out my newsletter here: theinformation.com/newslette…
theinformation.com/articles/…
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Phoebe Liu retweeted
Could someone do some estimates about what spending compute on AI-for-chip-design implies about labs' belief in returns to spending compute on algorithmic R&D
Anthropic is telling IPO investors that its 15-person chip team is already using Claude to speed up chip design, potentially giving it an advantage over established chipmakers like Nvidia and AMD.
Read more: thein.fo/4zBsdSc
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Phoebe Liu retweeted
OpenAI has avoided publicly challenging Nvidia CEO Jensen Huang over chip sales to China, fearing it could jeopardize access to critical AI hardware.
But with Nvidia guaranteeing more than $100 billion in leases for OpenAI’s Ohio data center, the dependence runs both ways.
Read more: thein.fo/48CsA33
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