AI + semis reporter at @theinformation, [email protected], chat (confidentially) @phoebe.789 on Signal / Atlanta Hawks glazer
San Francisco, CA
Joined April 2019
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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: [email protected], phoebe.789 on Signal
Phoebe Liu retweeted
Nvidia has already put more than $170 billion on the line to support AI cloud providers and other major customers. Now it's considering another major investment in Firmus, which is seeking at least $2 billion in private funding after its IPO fell apart.
Full story: thein.fo/3UzBXxf
Phoebe Liu retweeted
Nvidia is helping finance demand for its own chips through more than $170 billion in investments and commitments, even as shares of AI cloud providers tumble and several Nvidia-backed firms delay IPO plans.
Read more: thein.fo/4hWbkLU
Phoebe Liu retweeted
SCOOP w/ @aaronpholmes: Datadog $DDOG recently offered to buy cloud cybersecurity startup Upwind Security for nearly $4 billion.
theinformation.com/articles/…
SB Energy, the SoftBank–controlled developer of a massive planned Ohio data center project for OpenAI, may go public in Dec or possibly in 2027, later than the timeline we previously reported.
Feels like all 👀 are on Anthropic now...
W/@validapau:
theinformation.com/articles/…
Phoebe Liu retweeted
Scoop w/ @_pheebini: SB Energy is considering going public in December or possibly waiting until next year.
That is a later timeline than previously expected. Back in the summer, the data center developer was aiming to go public as soon as September.
theinformation.com/articles/…
Phoebe Liu retweeted
👀news: another GPU data center-related IPO is on the rocks
this time SB Energy, which works w/ OpenAI & Nvidia on a gigantic site planned in Ohio
Phoebe Liu retweeted
SCOOP: Datadog offered to buy Upwind for nearly $4 billion as cloud security demand booms. w/ @validapau theinformation.com/articles/…
Phoebe Liu retweeted
I wrote our evening briefing last night on the PHP vulnerability coalition, the first major engagement of the Super Intelligence Force, and a concern I keep hearing from cyber experts: the rise of cyber-capable Chinese open-source models like GLM 5.3 means the "defender's window" may not exist for much longer
theinformation.com/newslette…
Phoebe Liu retweeted
Stay ahead of the AI infrastructure wars. Ann Davis Vaughan covers how tech titans are disrupting the energy sector and becoming accidental industrial giants to compete on the AI model battlefield.
Phoebe Liu retweeted
Hey there Nolan. I am with the Student Press Freedom Initiative at @TheFIREorg. I would love to speak to you directly about this. You can call our hotline at 717-734-SPFI (7734).
Phoebe Liu retweeted
Google will no longer require local officials to sign NDAs when it wants to build data centers.
Decision follows Microsoft and Amazon in stopping the practice activists say isn’t transparent.
theinformation.com/briefings…
Phoebe Liu retweeted
Nvidia has already put more than $170 billion on the line to support AI cloud providers and other major customers. Now it's considering another major investment in Firmus, which is seeking at least $2 billion in private funding after its IPO fell apart.
Full story: thein.fo/3UzBXxf
Phoebe Liu retweeted
NEW: Hackers used Claude, Grok, and Kimi models to set up a system that autonomously hacked multiple banks with minimal human effort: theinformation.com/articles/…
Phoebe Liu retweeted
OpenAI models discovered a severe vuln in PHP, and the NSA is now urging everyone that uses it (ie 70-80% of the world wide web) to install patches ASAP and consider taking down their websites in the meantime: theinformation.com/briefings…
