@_pheebini
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AI + semis reporter at @theinformation, [email protected], chat (confidentially) @phoebe.789 on Signal / Atlanta Hawks glazer
San Francisco, CA
Joined April 2019
- Tweets3.7K
- Following1.9K
- Followers2.4K
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Pinned Tweet
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
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…
Phoebe Liu retweeted
😮 now you can apparently use Claude to do multi-agent cyberattacks against banks and more
Phoebe Liu retweeted
I wouldn't necessarily recommend continuing to add speakers a week before your event. But if you are going to do it, make sure to add folks like Anthropic's head of public policy Sarah Heck who is joining @theinformation WTF next week.
See you there!
theinformation.com/events/wt…
Phoebe Liu retweeted
Hundreds of AI cloud providers are racing to build data centers, but executives expect only seven to 10 to survive.
Nvidia is helping keep the market afloat through investments, credit support and customer referrals.
Read more: thein.fo/4dPplsi
Phoebe Liu retweeted
NVIDIA IN TALKS TO INVEST HUNDREDS OF MILLIONS OF DOLLARS IN AUSTRALIAN AI CLOUD PROVIDER FIRMUS – TIF
Phoebe Liu retweeted
And another story from @shqne and @_pheebini putting all of Nvidia's dealmaking in perspective theinformation.com/articles/…
Phoebe Liu retweeted
Nvidia, the Great AI Backstopper? A great @_pheebini scoop:
theinformation.com/articles/…
Phoebe Liu retweeted
Sources: Nvidia is in talks to invest hundreds of millions of dollars in Firmus, which pulled its IPO earlier this month, citing market volatility (@_pheebini / The Information)
(Visit Techmeme dot com for the link and full context!)
Phoebe Liu retweeted
Scoop: Nvidia in talks to invest in Firmus after the cloud provider yanked its IPO, via @_pheebini
theinformation.com/articles/…
Nvidia is in talks to invest many $100s of millions in Australian neocloud Firmus, which abruptly pulled its IPO early this month.
More details in @theinformation:
theinformation.com/articles/…
Phoebe Liu retweeted
SCOOP w/ @aaronpholmes: A group of PE firms in recent months explored a deal for Xbox that could have valued it up to $150 billion.
Phoebe Liu retweeted
👀news about the neocloud liquidity & credit crisis:
Nvidia in talks to invest many hundreds of millions of dollars in Firmus, which just pulled its IPO
Phoebe Liu retweeted
We were curious just how much Nvidia has been spending to help prop up the neoclouds. It is a big number.
theinformation.com/articles/…